How many shares of XLU does Cetera Investment Advisers own?

As of 2026-Q2, Cetera Investment Advisers holds 2.9M shares of XLU (SELECT SECTOR SPDR TR).

What is Cetera Investment Advisers's XLU position worth?

As of 2026-Q2, Cetera Investment Advisers's XLU position is worth $131.9M.

Is Cetera Investment Advisers buying or selling XLU?

In 2026-Q2, Cetera Investment Advisers decreased their XLU position (-1.4% change in shares).

When did Cetera Investment Advisers first buy XLU?

Based on available 13F filings, Cetera Investment Advisers first reported a position in XLU in 2018-Q4. They have held the position across 31 quarters.

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Cetera Investment Advisers

XLU
31 quarters

Position history for Cetera Investment Advisers's holdings in SELECT SECTOR SPDR TR

Current Value

$131.9M

Current Shares

2.9M

Total Value Change

+$130.3M

Total Shares Change

+2.9M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	2.9M	-1.4%	$131.9M	0.1%	$45.34	0
2026-Q1	Increased	2.9M	+5.1%	$135.3M	0.1%	$45.60	38
2025-Q4	Increased	2.8M	+115.9%	$119.7M	0.1%	$42.12	58
2025-Q3	Increased	1.3M	+33.0%	$113.3M	0.1%	$42.71	46
2025-Q2	Increased	976,564	+14.2%	$79.7M	0.1%	$39.72	41
2025-Q1	Increased	854,868	+12.2%	$67.4M	0.1%	$38.09	40
2024-Q4	Decreased	761,613	-12.8%	$57.6M	0.1%	$36.31	0
2024-Q3	Increased	873,795	+13.1%	$70.6M	0.2%	$38.43	40
2024-Q2	Increased	772,696	+4.3%	$52.7M	0.1%	$32.63	37
2024-Q1	Increased	740,621	+238.6%	$48.6M	0.1%	$31.19	56
2023-Q4	Decreased	218,744	-14.2%	$13.9M	0.1%	$29.84	0
2023-Q3	Decreased	255,041	-27.5%	$15M	0.1%	$27.51	0
2023-Q2	Increased	351,648	+0.6%	$23M	0.2%	$29.90	34
2023-Q1	Increased	349,533	+2.8%	$23.7M	0.2%	$30.68	35
2022-Q4	Increased	340,023	+32.2%	$24M	0.2%	$32.14	44
2022-Q3	Increased	257,153	+18.8%	$16.8M	0.3%	$29.23	40
2022-Q2	Decreased	216,469	-0.1%	$15.2M	0.2%	$31.09	0
2022-Q1	Increased	216,786	+17.3%	$16.1M	0.2%	$32.74	39
2021-Q4	Increased	184,865	+58.5%	$13.2M	0.2%	$31.27	48
2021-Q3	Increased	116,645	+9.9%	$7.5M	0.1%	$27.69	36
2021-Q2	Increased	106,119	+20.6%	$6.7M	0.1%	$27.20	39
2021-Q1	Increased	87,982	+2.0%	$5.6M	0.1%	$27.33	33
2020-Q4	Increased	86,244	+190.3%	$5.4M	0.1%	$26.56	52
2020-Q3	Decreased	29,706	-1.1%	$1.8M	0.1%	$24.95	0
2020-Q2	Decreased	30,021	-22.9%	$1.7M	0.2%	$23.51	0
2020-Q1	Increased	38,960	+0.3%	$2.2M	0.3%	$22.89	31
2019-Q4	Increased	38,835	+9.0%	$2.5M	0.3%	$26.68	34
2019-Q3	Increased	35,627	+6.1%	$2.3M	0.3%	$26.61	33
2019-Q2	Increased	33,582	+3.1%	$2M	0.3%	$24.34	32
2019-Q1	Increased	32,569	+6.8%	$1.9M	0.3%	$23.55	33
2018-Q4	New	30,501	-	$1.6M	0.3%	$21.23	42

Other major holders of XLU: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, PUBLIC INVESTMENT FUND

XLU31 quarters

XLU
31 quarters