United Capital Financial Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Sell |
19,162
-1,251
| -6% | -$185K | 0.02% | 372 |
|
|
2025
Q1 | $2.68M | Sell |
20,413
-1,350
| -6% | -$177K | 0.02% | 370 |
|
|
2024
Q4 | $2.87M | Sell |
21,763
-846
| -4% | -$111K | 0.02% | 348 |
|
|
2024
Q3 | $3.06M | Sell |
22,609
-1,048
| -4% | -$142K | 0.03% | 339 |
|
|
2024
Q2 | $2.88M | Buy |
23,657
+4,444
| +23% | +$542K | 0.02% | 338 |
|
|
2024
Q1 | $2.42M | Sell |
19,213
-8,787
| -31% | -$1.11M | 0.02% | 391 |
|
|
2023
Q4 | $3.19M | Sell |
28,000
-85,480
| -75% | -$9.74M | 0.03% | 346 |
|
|
2023
Q3 | $11.5M | Buy |
113,480
+389
| +0.3% | +$39.4K | 0.08% | 213 |
|
|
2023
Q2 | $12.1M | Buy |
113,091
+3,122
| +3% | +$335K | 0.07% | 217 |
|
|
2023
Q1 | $11.1M | Buy |
109,969
+8,727
| +9% | +$883K | 0.06% | 225 |
|
|
2022
Q4 | $9.94M | Buy |
101,242
+11,639
| +13% | +$1.14M | 0.06% | 249 |
|
|
2022
Q3 | $7.42M | Buy |
89,603
+17,009
| +23% | +$1.41M | 0.04% | 276 |
|
|
2022
Q2 | $6.34M | Buy |
72,594
+4,639
| +7% | +$405K | 0.03% | 311 |
|
|
2022
Q1 | $7M | Sell |
67,955
-800
| -1% | -$82.4K | 0.03% | 317 |
|
|
2021
Q4 | $7.28M | Buy |
68,755
+11,504
| +20% | +$1.22M | 0.03% | 318 |
|
|
2021
Q3 | $5.6M | Buy |
57,251
+2,263
| +4% | +$221K | 0.03% | 362 |
|
|
2021
Q2 | $5.63M | Buy |
54,988
+3,282
| +6% | +$336K | 0.03% | 363 |
|
|
2021
Q1 | $5.09M | Buy |
51,706
+12,662
| +32% | +$1.25M | 0.03% | 358 |
|
|
2020
Q4 | $3.46M | Sell |
39,044
-63,662
| -62% | -$5.64M | 0.02% | 410 |
|
|
2020
Q3 | $7.91M | Buy |
102,706
+23,691
| +30% | +$1.82M | 0.05% | 277 |
|
|
2020
Q2 | $5.43M | Buy |
79,015
+2,523
| +3% | +$173K | 0.04% | 338 |
|
|
2020
Q1 | $4.51M | Sell |
76,492
-384,138
| -83% | -$22.7M | 0.04% | 353 |
|
|
2019
Q4 | $37.5M | Buy |
460,630
+25,120
| +6% | +$2.05M | 0.24% | 96 |
|
|
2019
Q3 | $33.8M | Sell |
435,510
-28,073
| -6% | -$2.18M | 0.24% | 100 |
|
|
2019
Q2 | $35.9M | Sell |
463,583
-158,542
| -25% | -$12.3M | 0.23% | 99 |
|
|
2019
Q1 | $46.7M | Buy |
622,125
+493,670
| +384% | +$37M | 0.33% | 67 |
|
|
2018
Q4 | $8.27M | Sell |
128,455
-361,124
| -74% | -$23.3M | 0.07% | 285 |
|
|
2018
Q3 | $38.4M | Buy |
489,579
+367,396
| +301% | +$28.8M | 0.27% | 82 |
|
|
2018
Q2 | $8.75M | Buy |
122,183
+8,965
| +8% | +$642K | 0.07% | 325 |
|
|
2018
Q1 | $8.41M | Buy |
113,218
+14,956
| +15% | +$1.11M | 0.06% | 324 |
|
|
2017
Q4 | $7.45M | Buy |
98,262
+10,560
| +12% | +$801K | 0.06% | 343 |
|
|
2017
Q3 | $6.23M | Buy |
87,702
+21,423
| +32% | +$1.52M | 0.05% | 354 |
|
|
2017
Q2 | $4.51M | Buy |
66,279
+14,955
| +29% | +$1.02M | 0.04% | 400 |
|
|
2017
Q1 | $3.34M | Buy |
51,324
+8,239
| +19% | +$536K | 0.03% | 446 |
|
|
2016
Q4 | $2.68M | Sell |
43,085
-10,508
| -20% | -$654K | 0.03% | 502 |
|
|
2016
Q3 | $3.13M | Sell |
53,593
-6,680
| -11% | -$390K | 0.03% | 475 |
|
|
2016
Q2 | $3.38M | Buy |
60,273
+6,183
| +11% | +$346K | 0.03% | 443 |
|
|
2016
Q1 | $3M | Buy |
54,090
+3,155
| +6% | +$175K | 0.03% | 448 |
|
|
2015
Q4 | $2.7M | Buy |
50,935
+43,315
| +568% | +$2.3M | 0.03% | 485 |
|
|
2015
Q3 | $380K | Sell |
7,620
-2,062
| -21% | -$103K | ﹤0.01% | 983 |
|
|
2015
Q2 | $523K | Sell |
9,682
-5,040
| -34% | -$272K | 0.01% | 901 |
|
|
2015
Q1 | $819K | Sell |
14,722
-9,959
| -40% | -$554K | 0.01% | 770 |
|
|
2014
Q4 | $1.4M | Buy |
24,681
+18,716
| +314% | +$1.06M | 0.02% | 561 |
|
|
2014
Q3 | $317K | Buy |
+5,965
| New | +$317K | 0.01% | 919 |
|
|
2013
Q4 | – | Sell |
-6,130
| Closed | -$284K | – | 775 |
|
|
2013
Q3 | $284K | Buy |
+6,130
| New | +$284K | 0.01% | 569 |
|