Cerity Partners LLC Utilities Sector Spdr Transaction History

Cerity Partners LLC

$60.5 Billion
Q3 2025

A detailed history of Cerity Partners LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Cerity Partners LLC holds 146,837 shares of XLU stock, worth $13 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

146,837

Previous 138,989 5.65%

Holding current value

$13 Million

Previous $11.3 Million 12.83%

% of portfolio

0.02%

Previous 0.02%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$81.14 - $87.32 $636,786 - $685,287	7,848 Added 5.65%	146,837 $12.8 Million
Q2 2025 Aug 13, 2025	BUY	$73.09 - $82.77 $1.87 Million - $2.12 Million	25,570 Added 22.54%	138,989 $11.3 Million
Q1 2025 Apr 30, 2025	BUY	$74.7 - $80.27 $290,583 - $312,250	3,890 Added 3.55%	113,419 $8.94 Million
Q4 2024 Feb 13, 2025	BUY	$74.89 - $82.93 $423,428 - $468,886	5,654 Added 5.44%	109,529 $8.29 Million
Q3 2024 Nov 12, 2024	BUY	$67.67 - $80.78 $2.59 Million - $3.1 Million	38,340 Added 58.5%	103,875 $8.39 Million

Q2 2024 Aug 13, 2024	BUY	$62.77 - $72.87 $182,849 - $212,270	2,913 Added 4.65%	65,535 $4.47 Million
Q1 2024 May 14, 2024	SELL	$59.95 - $65.65 $2.68 Million - $2.93 Million	-44,672 Reduced 41.64%	62,622 $4.11 Million
Q4 2023 Jan 26, 2024	BUY	$56.19 - $65.96 $4.7 Million - $5.51 Million	83,591 Added 352.66%	107,294 $6.79 Million
Q3 2023 Nov 13, 2023	SELL	$58.83 - $68.46 $573,357 - $667,211	-9,746 Reduced 29.14%	23,703 $1.4 Million
Q2 2023 Aug 14, 2023	SELL	$64.34 - $69.97 $309,732 - $336,835	-4,814 Reduced 12.58%	33,449 $2.19 Million
Q1 2023 May 11, 2023	SELL	$63.7 - $72.08 $151,414 - $171,334	-2,377 Reduced 5.85%	38,263 $2.59 Million
Q4 2022 Feb 15, 2023	BUY	$61.52 - $72.67 $2.01 Million - $2.38 Million	32,693 Added 411.39%	40,640 $2.87 Million
Q3 2022 Nov 10, 2022	BUY	$65.51 - $78.12 $43,302 - $51,637	661 Added 9.07%	7,947 $521,000
Q2 2022 Aug 10, 2022	BUY	$64.87 - $76.96 $39,311 - $46,637	606 Added 9.07%	7,286 $511,000
Q1 2022 Apr 25, 2022	BUY	$65.03 - $74.54 $434,400 - $497,927	6,680 New	6,680 $498,000
Q3 2018 Nov 15, 2018	SELL	N/A	-10,219 Closed	0 $0
Q2 2018 Aug 15, 2018	SELL	N/A	-706 Reduced 6.46%	10,219 $531,000
Q1 2018 May 15, 2018	SELL	N/A	-10,875 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	N/A	10,875	10,875 $573,000

Others Institutions Holding XLU

# of Institutions

1,664

Shares Held

156M

Call Options Held

14.8M

Put Options Held

30.1M

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About UTILITIES SECTOR SPDR

Ticker XLU
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Cerity Partners LLC Utilities Sector Spdr Transaction History