Vista Finance’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Vista Finance’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-155,216	Closed	-$6.34M	–	65
2025 Q2	$6.34M	Sell	155,216 -2,590	-2%	-$103K	5.46%	6
2025 Q1	$6.22M	Buy	157,806 +2,330	+1%	+$91K	5.4%	6
2024 Q4	$5.88M	Sell	155,476 -872	-0.6%	-$34.6K	6.04%	6
2024 Q3	$6.31M	Buy	156,348 +468	+0.3%	+$17.4K	8.55%	5
2024 Q2	$5.31M	Buy	155,880 +65,206	+72%	+$2.24M	8.13%	5
2024 Q1	$2.98M	Buy	+90,674	New	+$2.83M	7.41%	3
2022 Q2	–	Sell	-195,778	Closed	-$7.29M	–	62
2022 Q1	$7.29M	Buy	+195,778	New	+$6.79M	10.8%	1

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Vista Finance's XLU Position: Q3 2025 in Review

Vista Finance sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 155,216 shares — an estimated $6.34M sold.

Vista Finance first reported a position in XLU in Q1 2022 and held it in 7 quarters. The position peaked at $7.29M in Q1 2022. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

Vista Finance reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Vista Finance sold 155,216 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $6.34M.
Vista Finance first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and held it in 7 quarters.
Vista Finance's State Street Utilities Select Sector SPDR ETF position peaked at $7.29M in Q1 2022.
1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Vista Finance's 13F filing for Q3 2025, filed 8 Oct 2025.