UCFA
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United Capital Financial Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

United Capital Financial Advisors’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.38M Sell
64,568
-5,191
-7% -$272K 0.03% 336
2025
Q1 		$3.47M Sell
69,759
-3,269
-4% -$163K 0.03% 326
2024
Q4 		$3.53M Sell
73,028
-5,099
-7% -$246K 0.03% 314
2024
Q3 		$3.54M Sell
78,127
-13,873
-15% -$629K 0.03% 319
2024
Q2 		$3.78M Sell
92,000
-116,172
-56% -$4.78M 0.03% 305
2024
Q1 		$8.77M Sell
208,172
-16,442
-7% -$693K 0.07% 197
2023
Q4 		$8.45M Sell
224,614
-310,093
-58% -$11.7M 0.07% 215
2023
Q3 		$17.7M Sell
534,707
-38,860
-7% -$1.29M 0.12% 163
2023
Q2 		$19.3M Sell
573,567
-7,751
-1% -$261K 0.11% 168
2023
Q1 		$18.7M Buy
581,318
+106,101
+22% +$3.41M 0.1% 173
2022
Q4 		$16.3M Sell
475,217
-18,915
-4% -$647K 0.09% 190
2022
Q3 		$15M Sell
494,132
-71,541
-13% -$2.17M 0.09% 195
2022
Q2 		$17.8M Buy
565,673
+21,770
+4% +$685K 0.1% 190
2022
Q1 		$20.8M Buy
543,903
+72,679
+15% +$2.79M 0.1% 183
2021
Q4 		$18.4M Buy
471,224
+20,524
+5% +$801K 0.08% 207
2021
Q3 		$16.9M Buy
450,700
+3,775
+0.8% +$142K 0.08% 207
2021
Q2 		$16.4M Buy
446,925
+12,292
+3% +$451K 0.08% 212
2021
Q1 		$14.8M Buy
434,633
+47,625
+12% +$1.62M 0.08% 220
2020
Q4 		$11.4M Sell
387,008
-32,863
-8% -$969K 0.07% 243
2020
Q3 		$10.1M Sell
419,871
-965
-0.2% -$23.2K 0.07% 250
2020
Q2 		$9.74M Buy
420,836
+84,458
+25% +$1.95M 0.07% 253
2020
Q1 		$7M Sell
336,378
-1,180,142
-78% -$24.6M 0.06% 286
2019
Q4 		$46.7M Buy
1,516,520
+119,269
+9% +$3.67M 0.3% 75
2019
Q3 		$39.1M Sell
1,397,251
-41,850
-3% -$1.17M 0.27% 85
2019
Q2 		$39.7M Buy
1,439,101
+874,281
+155% +$24.1M 0.26% 92
2019
Q1 		$14.5M Sell
564,820
-327,826
-37% -$8.43M 0.1% 224
2018
Q4 		$21.3M Sell
892,646
-707,506
-44% -$16.9M 0.17% 127
2018
Q3 		$44.1M Sell
1,600,152
-232,401
-13% -$6.41M 0.31% 68
2018
Q2 		$48.7M Sell
1,832,553
-247,660
-12% -$6.59M 0.36% 53
2018
Q1 		$57.4M Sell
2,080,213
-151,294
-7% -$4.17M 0.44% 43
2017
Q4 		$62.7M Buy
2,231,507
+102,240
+5% +$2.87M 0.5% 35
2017
Q3 		$55.1M Sell
2,129,267
-10,526
-0.5% -$272K 0.47% 39
2017
Q2 		$52.8M Sell
2,139,793
-365,998
-15% -$9.03M 0.47% 36
2017
Q1 		$59.5M Sell
2,505,791
-221,327
-8% -$5.25M 0.55% 29
2016
Q4 		$63.4M Buy
2,727,118
+2,002,875
+277% +$46.6M 0.62% 21
2016
Q3 		$14M Sell
724,243
-115,461
-14% -$2.23M 0.14% 176
2016
Q2 		$17M Buy
839,704
+490,831
+141% +$9.91M 0.17% 133
2016
Q1 		$6.89M Sell
348,873
-406,441
-54% -$8.03M 0.08% 274
2015
Q4 		$15.8M Sell
755,314
-203,224
-21% -$4.25M 0.18% 119
2015
Q3 		$19.1M Buy
958,538
+222,904
+30% +$4.43M 0.23% 83
2015
Q2 		$15.7M Sell
735,634
-1,582,258
-68% -$33.9M 0.18% 124
2015
Q1 		$49.1M Sell
2,317,892
-99,040
-4% -$2.1M 0.6% 28
2014
Q4 		$52.5M Buy
2,416,932
+173,252
+8% +$3.76M 0.79% 19
2014
Q3 		$45.6M Sell
2,243,680
-1,561,512
-41% -$31.8M 0.79% 19
2014
Q2 		$76M Sell
3,805,192
-1,306,268
-26% -$26.1M 1.41% 8
2014
Q1 		$100M Buy
5,111,460
+5,022,846
+5,668% +$98.5M 2.14% 2
2013
Q4 		$1.7M Sell
88,614
-3,103,546
-97% -$59.5M 0.06% 263
2013
Q3 		$55.8M Buy
3,192,160
+441,652
+16% +$7.72M 1.78% 8
2013
Q2 		$47M Buy
+2,750,508
New +$47M 1.25% 9