Cerity Partners
XLU icon

Cerity Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Cerity Partners’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
2026
Q2 		$25.5M Buy
562,767
+13,794
+3% +$625K 0.03% 410
2026
Q1 		$25.2M Buy
548,973
+57,976
+12% +$2.6M 0.04% 376
2025
Q4 		$21M Buy
490,997
+197,323
+67% +$8.74M 0.03% 408
2025
Q3 		$12.8M Buy
293,674
+15,696
+6% +$664K 0.02% 488
2025
Q2 		$11.3M Buy
277,978
+51,140
+23% +$2.04M 0.02% 495
2025
Q1 		$8.94M Buy
226,838
+7,780
+4% +$304K 0.02% 525
2024
Q4 		$8.3M Buy
219,058
+11,308
+5% +$449K 0.02% 548
2024
Q3 		$8.39M Buy
207,750
+76,680
+59% +$2.84M 0.02% 546
2024
Q2 		$4.47M Buy
131,070
+5,826
+5% +$200K 0.01% 640
2024
Q1 		$4.11M Sell
125,244
-89,344
-42% -$2.79M 0.01% 707
2023
Q4 		$6.79M Buy
214,588
+167,182
+353% +$5.11M 0.02% 460
2023
Q3 		$1.4M Sell
47,406
-19,492
-29% -$628K 0.01% 669
2023
Q2 		$2.19M Sell
66,898
-9,628
-13% -$324K 0.01% 701
2023
Q1 		$2.59M Sell
76,526
-4,754
-6% -$161K 0.01% 638
2022
Q4 		$2.86M Buy
81,280
+65,386
+411% +$2.22M 0.02% 466
2022
Q3 		$521K Buy
15,894
+1,322
+9% +$48.4K 0.01% 703
2022
Q2 		$511K Buy
14,572
+1,212
+9% +$43.9K 0.01% 737
2022
Q1 		$498K Buy
+13,360
New +$463K 0.01% 591
2018
Q3 		– Sell
-20,438
Closed -$531K – 568
2018
Q2 		$531K Sell
20,438
-1,412
-6% -$35.5K 0.04% 320
2018
Q1 		$552K Buy
21,850
+100
+0.5% +$2.5K 0.04% 319
2017
Q4 		$573K Buy
+21,750
New +$596K 0.04% 313

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cerity Partners's XLU Position: Q2 2026 in Review

Cerity Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.5% in Q2 2026, buying an estimated $625K and bringing the position to 562,767 shares worth $25.5M. The position accounts for 0.03% of the portfolio, ranked #410.

Cerity Partners first reported a position in XLU in Q4 2017 and has held it in 21 quarters since. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Cerity Partners held 562,767 shares of State Street Utilities Select Sector SPDR ETF worth $25.5M as of Q2 2026.
  • Cerity Partners bought 13,794 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $625K.
  • State Street Utilities Select Sector SPDR ETF made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #410 holding.
  • Cerity Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and has held it in 21 quarters since.
  • 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.