SEC 13F Intelligence

Vista Finance, LLC / XLU

Vista Finance, LLC’s Select Sector Spdr Tr Position

Does Vista Finance, LLC own Select Sector Spdr Tr (XLU)? Not currently — the last reported position was 77.6K shares worth $6M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q2 2025
Shares
77.6K
% of Portfolio
+5.46%
Quarters Held
7
position exited

Position History XLU

Reported value by quarter
Q1 ’22: $7MQ1 ’22Q1 ’24: $3MQ1 ’24Q2 ’24: $5MQ2 ’24Q3 ’24: $6MQ3 ’24Q4 ’24: $6MQ4 ’24Q1 ’25: $6MQ1 ’25Q2 ’25: $6MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202577.6K$6M+5.46%
Q1 202578.9K$6M+5.40%
Q4 202477.7K$6M+6.04%
Q3 202478.2K$6M+8.55%
Q2 202477.9K$5M+8.13%
Q1 202445.3K$3M+7.41%
Q1 202297.9K$7M+10.80%

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 XLU.