United Capital Financial Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Sell |
31,620
-2,859
| -8% | -$242K | 0.02% | 387 |
|
|
2025
Q1 | $3.22M | Sell |
34,479
-1,687
| -5% | -$158K | 0.03% | 342 |
|
|
2024
Q4 | $3.1M | Sell |
36,166
-13,422
| -27% | -$1.15M | 0.03% | 336 |
|
|
2024
Q3 | $4.35M | Sell |
49,588
-3,839
| -7% | -$337K | 0.04% | 288 |
|
|
2024
Q2 | $4.87M | Sell |
53,427
-4,325
| -7% | -$394K | 0.04% | 263 |
|
|
2024
Q1 | $5.45M | Sell |
57,752
-7,636
| -12% | -$721K | 0.04% | 268 |
|
|
2023
Q4 | $5.48M | Sell |
65,388
-83,989
| -56% | -$7.04M | 0.05% | 272 |
|
|
2023
Q3 | $13.5M | Sell |
149,377
-6
| -0% | -$542 | 0.09% | 192 |
|
|
2023
Q2 | $12.1M | Buy |
149,383
+7,605
| +5% | +$617K | 0.07% | 218 |
|
|
2023
Q1 | $11.7M | Sell |
141,778
-15,379
| -10% | -$1.27M | 0.07% | 215 |
|
|
2022
Q4 | $13.7M | Sell |
157,157
-7,308
| -4% | -$639K | 0.08% | 208 |
|
|
2022
Q3 | $11.8M | Sell |
164,465
-16,787
| -9% | -$1.21M | 0.07% | 219 |
|
|
2022
Q2 | $13M | Sell |
181,252
-1,224
| -0.7% | -$87.5K | 0.07% | 221 |
|
|
2022
Q1 | $13.9M | Buy |
182,476
+39,692
| +28% | +$3.03M | 0.07% | 234 |
|
|
2021
Q4 | $7.93M | Buy |
142,784
+13,219
| +10% | +$734K | 0.04% | 310 |
|
|
2021
Q3 | $6.75M | Sell |
129,565
-1,157
| -0.9% | -$60.3K | 0.03% | 323 |
|
|
2021
Q2 | $7.04M | Sell |
130,722
-68,941
| -35% | -$3.71M | 0.04% | 323 |
|
|
2021
Q1 | $9.8M | Buy |
199,663
+14,095
| +8% | +$691K | 0.05% | 262 |
|
|
2020
Q4 | $7.03M | Sell |
185,568
-3,634
| -2% | -$138K | 0.04% | 298 |
|
|
2020
Q3 | $5.67M | Buy |
189,202
+10,341
| +6% | +$310K | 0.04% | 323 |
|
|
2020
Q2 | $6.77M | Buy |
178,861
+101,935
| +133% | +$3.86M | 0.05% | 308 |
|
|
2020
Q1 | $2.24M | Buy |
76,926
+8,299
| +12% | +$241K | 0.02% | 471 |
|
|
2019
Q4 | $4.12M | Sell |
68,627
-636
| -0.9% | -$38.2K | 0.03% | 457 |
|
|
2019
Q3 | $4.1M | Buy |
69,263
+16,595
| +32% | +$982K | 0.03% | 451 |
|
|
2019
Q2 | $3.36M | Sell |
52,668
-24,655
| -32% | -$1.57M | 0.02% | 497 |
|
|
2019
Q1 | $5.11M | Buy |
77,323
+24,761
| +47% | +$1.64M | 0.04% | 406 |
|
|
2018
Q4 | $3.01M | Sell |
52,562
-439,013
| -89% | -$25.2M | 0.02% | 466 |
|
|
2018
Q3 | $37.2M | Sell |
491,575
-155,406
| -24% | -$11.8M | 0.26% | 87 |
|
|
2018
Q2 | $49.1M | Buy |
646,981
+63,543
| +11% | +$4.83M | 0.37% | 51 |
|
|
2018
Q1 | $39.3M | Sell |
583,438
-30,358
| -5% | -$2.05M | 0.3% | 72 |
|
|
2017
Q4 | $44.5M | Buy |
613,796
+573,591
| +1,427% | +$41.6M | 0.35% | 60 |
|
|
2017
Q3 | $2.75M | Sell |
40,205
-919
| -2% | -$62.9K | 0.02% | 507 |
|
|
2017
Q2 | $2.67M | Sell |
41,124
-645,092
| -94% | -$41.9M | 0.02% | 508 |
|
|
2017
Q1 | $48M | Sell |
686,216
-128,936
| -16% | -$9.01M | 0.45% | 42 |
|
|
2016
Q4 | $61.4M | Buy |
815,152
+601,757
| +282% | +$45.3M | 0.6% | 24 |
|
|
2016
Q3 | $15.1M | Buy |
213,395
+2,340
| +1% | +$165K | 0.15% | 165 |
|
|
2016
Q2 | $14.4M | Buy |
211,055
+176,502
| +511% | +$12M | 0.15% | 156 |
|
|
2016
Q1 | $2.14M | Sell |
34,553
-432
| -1% | -$26.7K | 0.02% | 516 |
|
|
2015
Q4 | $2.11M | Sell |
34,985
-57,615
| -62% | -$3.47M | 0.02% | 537 |
|
|
2015
Q3 | $5.67M | Sell |
92,600
-22,006
| -19% | -$1.35M | 0.07% | 297 |
|
|
2015
Q2 | $8.61M | Buy |
114,606
+13,949
| +14% | +$1.05M | 0.1% | 243 |
|
|
2015
Q1 | $8.32M | Sell |
100,657
-1,694
| -2% | -$140K | 0.1% | 251 |
|
|
2014
Q4 | $8.1M | Sell |
102,351
-67,582
| -40% | -$5.35M | 0.12% | 194 |
|
|
2014
Q3 | $15.4M | Buy |
169,933
+27,682
| +19% | +$2.51M | 0.27% | 97 |
|
|
2014
Q2 | $14.2M | Buy |
142,251
+72,625
| +104% | +$7.27M | 0.26% | 99 |
|
|
2014
Q1 | $6.2M | Buy |
69,626
+61,745
| +783% | +$5.5M | 0.13% | 181 |
|
|
2013
Q4 | $698K | Sell |
7,881
-22,858
| -74% | -$2.02M | 0.02% | 388 |
|
|
2013
Q3 | $2.55M | Buy |
30,739
+3,424
| +13% | +$284K | 0.08% | 223 |
|
|
2013
Q2 | $2.14M | Buy |
+27,315
| New | +$2.14M | 0.06% | 299 |
|