United Capital Financial Advisors’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
100,383
-1,351
| -1% | -$147K | 0.09% | 179 |
|
|
2025
Q1 | $9.81M | Sell |
101,734
-1,969
| -2% | -$190K | 0.08% | 182 |
|
|
2024
Q4 | $10M | Sell |
103,703
-680
| -0.7% | -$65.8K | 0.08% | 174 |
|
|
2024
Q3 | $9.44M | Sell |
104,383
-1,417
| -1% | -$128K | 0.08% | 191 |
|
|
2024
Q2 | $9.06M | Buy |
105,800
+2,947
| +3% | +$252K | 0.08% | 189 |
|
|
2024
Q1 | $8.4M | Sell |
102,853
-7,417
| -7% | -$606K | 0.07% | 200 |
|
|
2023
Q4 | $8.01M | Sell |
110,270
-110,847
| -50% | -$8.05M | 0.07% | 224 |
|
|
2023
Q3 | $14.5M | Buy |
221,117
+33,512
| +18% | +$2.2M | 0.1% | 183 |
|
|
2023
Q2 | $12.2M | Sell |
187,605
-2,049
| -1% | -$133K | 0.07% | 216 |
|
|
2023
Q1 | $11M | Buy |
189,654
+2,208
| +1% | +$128K | 0.06% | 227 |
|
|
2022
Q4 | $9M | Sell |
187,446
-6,546
| -3% | -$314K | 0.05% | 257 |
|
|
2022
Q3 | $9.29M | Buy |
193,992
+8,347
| +4% | +$400K | 0.05% | 251 |
|
|
2022
Q2 | $10.1M | Sell |
185,645
-26,636
| -13% | -$1.45M | 0.06% | 256 |
|
|
2022
Q1 | $14.6M | Buy |
212,281
+3,621
| +2% | +$249K | 0.07% | 228 |
|
|
2021
Q4 | $16.2M | Buy |
208,660
+16,290
| +8% | +$1.27M | 0.07% | 228 |
|
|
2021
Q3 | $15.4M | Buy |
192,370
+8,148
| +4% | +$653K | 0.08% | 218 |
|
|
2021
Q2 | $14.9M | Buy |
184,222
+4,785
| +3% | +$387K | 0.08% | 228 |
|
|
2021
Q1 | $13.2M | Buy |
179,437
+10,269
| +6% | +$753K | 0.07% | 231 |
|
|
2020
Q4 | $11.4M | Sell |
169,168
-141,301
| -46% | -$9.53M | 0.07% | 242 |
|
|
2020
Q3 | $18.4M | Sell |
310,469
-94,101
| -23% | -$5.59M | 0.12% | 182 |
|
|
2020
Q2 | $21.9M | Buy |
404,570
+188,438
| +87% | +$10.2M | 0.16% | 142 |
|
|
2020
Q1 | $9.56M | Sell |
216,132
-539,080
| -71% | -$23.8M | 0.08% | 243 |
|
|
2019
Q4 | $40.5M | Sell |
755,212
-85,441
| -10% | -$4.58M | 0.26% | 90 |
|
|
2019
Q3 | $41.6M | Buy |
840,653
+71,224
| +9% | +$3.53M | 0.29% | 78 |
|
|
2019
Q2 | $37.9M | Buy |
769,429
+136,116
| +21% | +$6.7M | 0.25% | 98 |
|
|
2019
Q1 | $29.6M | Buy |
633,313
+437,130
| +223% | +$20.4M | 0.21% | 108 |
|
|
2018
Q4 | $8.1M | Sell |
196,183
-451,444
| -70% | -$18.6M | 0.06% | 289 |
|
|
2018
Q3 | $31.7M | Buy |
+647,627
| New | +$31.7M | 0.22% | 101 |
|