SEC 13F Intelligence

Vista Finance, LLC / XLE

Vista Finance, LLC’s Select Sector Spdr Tr Position

Does Vista Finance, LLC own Select Sector Spdr Tr (XLE)? Not currently — the last reported position was 13.1K shares worth $1M in Q3 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q3 2023
Shares
13.1K
% of Portfolio
+1.73%
Quarters Held
1
position exited

Position History XLE

Reported value by quarter
Q3 ’23: $1MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202313.1K$1M+1.73%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vista Finance, LLC’s full portfolio or all institutional holders of XLE.