United Capital Financial Advisors’s Materials Select Sector SPDR Fund XLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $438K | Sell |
|
|||||
|
2025
Q2 | $483K | Sell |
|
|||||
|
2025
Q1 | $489K | Sell |
|
|||||
|
2024
Q4 | $527K | Sell |
|
|||||
|
2024
Q3 | $634K | Sell |
|
|||||
|
2024
Q2 | $587K | Sell |
|
|||||
|
2024
Q1 | $652K | Sell |
|
|||||
|
2023
Q4 | $765K | Sell |
|
|||||
|
2023
Q3 | $1.24M | Sell |
|
|||||
|
2023
Q2 | $1.33M | Sell |
|
|||||
|
2023
Q1 | $1.46M | Buy |
|
|||||
|
2022
Q4 | $286K | Sell |
|
|||||
|
2022
Q3 | $2.18M | Sell |
|
|||||
|
2022
Q2 | $2.38M | Buy |
|
|||||
|
2022
Q1 | $1.59M | Buy |
|
|||||
|
2021
Q4 | $331K | Buy |
|
|||||
|
2021
Q3 | $267K | Buy |
|
|||||
|
2021
Q2 | $238K | Sell |
|
|||||
|
2021
Q1 | $249K | Sell |
|
|||||
|
2020
Q4 | $264K | Sell |
|
|||||
|
2020
Q3 | $8.44M | Buy |
|
|||||
|
2020
Q2 | $2.32M | Buy |
|
|||||
|
2020
Q1 | $1.06M | Sell |
|
|||||
|
2019
Q4 | $37.4M | Sell |
|
|||||
|
2019
Q3 | $38.3M | Buy |
|
|||||
|
2019
Q2 | $20.2M | Buy |
|
|||||
|
2019
Q1 | $15.4M | Buy |
|
|||||
|
2018
Q4 | $370K | Sell |
|
|||||
|
2018
Q3 | $26.4M | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $7M | Buy |
|
|||||
|
2017
Q4 | $6.92M | Buy |
|
|||||
|
2017
Q3 | $5.73M | Buy |
|
|||||
|
2017
Q2 | $4.04M | Buy |
|
|||||
|
2017
Q1 | $2.97M | Buy |
|
|||||
|
2016
Q4 | $2.45M | Buy |
|
|||||
|
2016
Q3 | $1.89M | Sell |
|
|||||
|
2016
Q2 | $1.89M | Buy |
|
|||||
|
2016
Q1 | $1.71M | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $412K | Sell |
|
|||||
|
2015
Q1 | $793K | Buy |
|
|||||
|
2014
Q4 | $711K | Sell |
|
|||||
|
2014
Q3 | $943K | Sell |
|
|||||
|
2014
Q2 | $36.9M | Sell |
|
|||||
|
2014
Q1 | $88.3M | Buy |
|
|||||
|
2013
Q4 | $58.1M | Buy |
|
|||||
|
2013
Q3 | $52.7M | Buy |
|
|||||
|
2013
Q2 | $39.6M | Buy |
|