Cerity Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Cerity Partners's XLU Position: Q1 2026 in Review
Cerity Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 12% in Q1 2026, buying an estimated $2.6M and bringing the position to 548,973 shares worth $25.2M. The position accounts for 0.04% of the portfolio, ranked #376.
Cerity Partners first reported a position in XLU in Q4 2017 and has held it in 20 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Cerity Partners held 548,973 shares of State Street Utilities Select Sector SPDR ETF worth $25.2M as of Q1 2026.
- Cerity Partners bought 57,976 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $2.6M.
- State Street Utilities Select Sector SPDR ETF made up 0.04% of Cerity Partners's portfolio in Q1 2026, its #376 holding.
- Cerity Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and has held it in 20 quarters since.
- 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.