United Capital Financial Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.41M | Sell |
37,150
-664
| -2% | -$168K | 0.08% | 205 |
|
|
2025
Q1 | $7.81M | Sell |
37,814
-881
| -2% | -$182K | 0.07% | 215 |
|
|
2024
Q4 | $9M | Sell |
38,695
-1,904
| -5% | -$443K | 0.08% | 193 |
|
|
2024
Q3 | $9.17M | Buy |
40,599
+100
| +0.2% | +$22.6K | 0.08% | 194 |
|
|
2024
Q2 | $9.16M | Sell |
40,499
-3,579
| -8% | -$810K | 0.08% | 188 |
|
|
2024
Q1 | $9.18M | Sell |
44,078
-5,574
| -11% | -$1.16M | 0.08% | 192 |
|
|
2023
Q4 | $9.56M | Sell |
49,652
-54,607
| -52% | -$10.5M | 0.08% | 196 |
|
|
2023
Q3 | $17.1M | Buy |
104,259
+6,492
| +7% | +$1.06M | 0.11% | 171 |
|
|
2023
Q2 | $17M | Sell |
97,767
-1,489
| -2% | -$259K | 0.09% | 179 |
|
|
2023
Q1 | $15M | Sell |
99,256
-6,166
| -6% | -$931K | 0.08% | 193 |
|
|
2022
Q4 | $13.1M | Buy |
105,422
+18,204
| +21% | +$2.27M | 0.07% | 217 |
|
|
2022
Q3 | $10.4M | Buy |
87,218
+1,597
| +2% | +$190K | 0.06% | 236 |
|
|
2022
Q2 | $10.9M | Sell |
85,621
-299
| -0.3% | -$38K | 0.06% | 248 |
|
|
2022
Q1 | $13.7M | Buy |
85,920
+4,898
| +6% | +$778K | 0.07% | 240 |
|
|
2021
Q4 | $14.1M | Buy |
81,022
+3,871
| +5% | +$673K | 0.06% | 244 |
|
|
2021
Q3 | $11.5M | Buy |
77,151
+3,765
| +5% | +$562K | 0.06% | 260 |
|
|
2021
Q2 | $10.8M | Buy |
73,386
+2,082
| +3% | +$307K | 0.05% | 261 |
|
|
2021
Q1 | $9.47M | Buy |
71,304
+4,711
| +7% | +$626K | 0.05% | 268 |
|
|
2020
Q4 | $8.66M | Sell |
66,593
-66,995
| -50% | -$8.71M | 0.05% | 272 |
|
|
2020
Q3 | $15.6M | Sell |
133,588
-78,608
| -37% | -$9.17M | 0.1% | 195 |
|
|
2020
Q2 | $22.2M | Sell |
212,196
-85,535
| -29% | -$8.94M | 0.16% | 140 |
|
|
2020
Q1 | $23.9M | Sell |
297,731
-214,842
| -42% | -$17.3M | 0.2% | 111 |
|
|
2019
Q4 | $47M | Sell |
512,573
-107,333
| -17% | -$9.84M | 0.3% | 72 |
|
|
2019
Q3 | $49.9M | Sell |
619,906
-12,685
| -2% | -$1.02M | 0.35% | 61 |
|
|
2019
Q2 | $49.4M | Sell |
632,591
-148,721
| -19% | -$11.6M | 0.32% | 66 |
|
|
2019
Q1 | $57.8M | Buy |
781,312
+338,887
| +77% | +$25.1M | 0.41% | 50 |
|
|
2018
Q4 | $27.4M | Sell |
442,425
-247,905
| -36% | -$15.4M | 0.22% | 101 |
|
|
2018
Q3 | $52M | Buy |
690,330
+528,852
| +328% | +$39.8M | 0.37% | 58 |
|
|
2018
Q2 | $11.2M | Buy |
161,478
+7,785
| +5% | +$541K | 0.08% | 278 |
|
|
2018
Q1 | $10.1M | Sell |
153,693
-8,291
| -5% | -$542K | 0.08% | 291 |
|
|
2017
Q4 | $10.4M | Sell |
161,984
-7,983
| -5% | -$513K | 0.08% | 291 |
|
|
2017
Q3 | $10M | Buy |
169,967
+9,573
| +6% | +$566K | 0.09% | 279 |
|
|
2017
Q2 | $8.78M | Buy |
160,394
+34,845
| +28% | +$1.91M | 0.08% | 293 |
|
|
2017
Q1 | $6.69M | Buy |
125,549
+7,445
| +6% | +$397K | 0.06% | 328 |
|
|
2016
Q4 | $5.71M | Sell |
118,104
-29,170
| -20% | -$1.41M | 0.06% | 348 |
|
|
2016
Q3 | $7.04M | Buy |
147,274
+14,740
| +11% | +$704K | 0.07% | 325 |
|
|
2016
Q2 | $5.7M | Buy |
132,534
+13,348
| +11% | +$574K | 0.06% | 342 |
|
|
2016
Q1 | $5.29M | Buy |
119,186
+11,791
| +11% | +$523K | 0.06% | 322 |
|
|
2015
Q4 | $4.6M | Sell |
107,395
-24,278
| -18% | -$1.04M | 0.05% | 349 |
|
|
2015
Q3 | $5.2M | Buy |
131,673
+16,230
| +14% | +$641K | 0.06% | 312 |
|
|
2015
Q2 | $4.78M | Buy |
115,443
+8,581
| +8% | +$355K | 0.06% | 345 |
|
|
2015
Q1 | $4.55M | Sell |
106,862
-34,433
| -24% | -$1.47M | 0.06% | 355 |
|
|
2014
Q4 | $5.84M | Buy |
141,295
+34,052
| +32% | +$1.41M | 0.09% | 236 |
|
|
2014
Q3 | $4.28M | Buy |
107,243
+41,140
| +62% | +$1.64M | 0.07% | 280 |
|
|
2014
Q2 | $2.54M | Sell |
66,103
-7,689
| -10% | -$295K | 0.05% | 364 |
|
|
2014
Q1 | $2.68M | Buy |
73,792
+48,539
| +192% | +$1.76M | 0.06% | 310 |
|
|
2013
Q4 | $903K | Sell |
25,253
-52,670
| -68% | -$1.88M | 0.03% | 349 |
|
|
2013
Q3 | $2.5M | Buy |
77,923
+1,850
| +2% | +$59.3K | 0.08% | 226 |
|
|
2013
Q2 | $2.33M | Buy |
+76,073
| New | +$2.33M | 0.06% | 284 |
|