United Capital Financial Advisors’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
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|
2025
Q1 | $9.81M | Sell |
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|
2024
Q4 | $10M | Sell |
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|
2024
Q3 | $9.44M | Sell |
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|
2024
Q2 | $9.06M | Buy |
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|
2024
Q1 | $8.4M | Sell |
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|
2023
Q4 | $8.01M | Sell |
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|
2023
Q3 | $14.5M | Buy |
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|
2023
Q2 | $12.2M | Sell |
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|
2023
Q1 | $11M | Buy |
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|
2022
Q4 | $9M | Sell |
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|
2022
Q3 | $9.29M | Buy |
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|
2022
Q2 | $10.1M | Sell |
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|
2022
Q1 | $14.6M | Buy |
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|
2021
Q4 | $16.2M | Buy |
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|
2021
Q3 | $15.4M | Buy |
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|
2021
Q2 | $14.9M | Buy |
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|
2021
Q1 | $13.2M | Buy |
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|
2020
Q4 | $11.4M | Sell |
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|
2020
Q3 | $18.4M | Sell |
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|
2020
Q2 | $21.9M | Buy |
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|
2020
Q1 | $9.56M | Sell |
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|
2019
Q4 | $40.5M | Sell |
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|
2019
Q3 | $41.6M | Buy |
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|
2019
Q2 | $37.9M | Buy |
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|
2019
Q1 | $29.6M | Buy |
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|
2018
Q4 | $8.1M | Sell |
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|
2018
Q3 | $31.7M | Buy |
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