Cerity Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.8M | Buy |
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|
2025
Q2 | $11.3M | Buy |
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|
2025
Q1 | $8.94M | Buy |
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|
2024
Q4 | $8.3M | Buy |
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|
2024
Q3 | $8.39M | Buy |
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|
2024
Q2 | $4.47M | Buy |
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|
2024
Q1 | $4.11M | Sell |
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|
2023
Q4 | $6.79M | Buy |
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|
2023
Q3 | $1.4M | Sell |
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|
2023
Q2 | $2.19M | Sell |
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|
2023
Q1 | $2.59M | Sell |
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|
2022
Q4 | $2.86M | Buy |
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|
2022
Q3 | $521K | Buy |
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|
2022
Q2 | $511K | Buy |
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|
2022
Q1 | $498K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $531K | Sell |
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|
2018
Q1 | $552K | Buy |
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|
2017
Q4 | $573K | Buy |
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