United Capital Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.8M | Buy |
164,251
+4,906
| +3% | +$691K | 0.13% | 136 |
|
|
2025
Q4 | $22.9M | Buy |
159,345
+87,721
| +122% | +$12.7M | 0.14% | 131 |
|
|
2025
Q3 | $10.1M | Sell |
71,624
-2,676
| -4% | -$354K | 0.07% | 208 |
|
|
2025
Q2 | $9.41M | Sell |
74,300
-1,328
| -2% | -$147K | 0.08% | 206 |
|
|
2025
Q1 | $7.81M | Sell |
75,628
-1,762
| -2% | -$200K | 0.07% | 216 |
|
|
2024
Q4 | $9M | Sell |
77,390
-3,808
| -5% | -$443K | 0.08% | 193 |
|
|
2024
Q3 | $9.17M | Buy |
81,198
+200
| +0.2% | +$22K | 0.08% | 194 |
|
|
2024
Q2 | $9.16M | Sell |
80,998
-7,158
| -8% | -$754K | 0.08% | 188 |
|
|
2024
Q1 | $9.18M | Sell |
88,156
-11,148
| -11% | -$1.13M | 0.08% | 192 |
|
|
2023
Q4 | $9.56M | Sell |
99,304
-109,214
| -52% | -$9.72M | 0.08% | 196 |
|
|
2023
Q3 | $17.1M | Buy |
208,518
+12,984
| +7% | +$1.11M | 0.11% | 171 |
|
|
2023
Q2 | $17M | Sell |
195,534
-2,978
| -2% | -$235K | 0.09% | 179 |
|
|
2023
Q1 | $15M | Sell |
198,512
-12,332
| -6% | -$849K | 0.08% | 193 |
|
|
2022
Q4 | $13.1M | Buy |
210,844
+36,408
| +21% | +$2.31M | 0.07% | 217 |
|
|
2022
Q3 | $10.4M | Buy |
174,436
+3,194
| +2% | +$218K | 0.06% | 236 |
|
|
2022
Q2 | $10.9M | Sell |
171,242
-598
| -0.3% | -$41.7K | 0.06% | 248 |
|
|
2022
Q1 | $13.7M | Buy |
171,840
+9,796
| +6% | +$769K | 0.07% | 240 |
|
|
2021
Q4 | $14.1M | Buy |
162,044
+7,742
| +5% | +$638K | 0.06% | 244 |
|
|
2021
Q3 | $11.5M | Buy |
154,302
+7,530
| +5% | +$581K | 0.06% | 260 |
|
|
2021
Q2 | $10.8M | Buy |
146,772
+4,164
| +3% | +$292K | 0.05% | 261 |
|
|
2021
Q1 | $9.47M | Buy |
142,608
+9,422
| +7% | +$622K | 0.05% | 268 |
|
|
2020
Q4 | $8.66M | Sell |
133,186
-133,990
| -50% | -$8.16M | 0.05% | 273 |
|
|
2020
Q3 | $15.6M | Sell |
267,176
-157,216
| -37% | -$8.88M | 0.1% | 195 |
|
|
2020
Q2 | $22.2M | Sell |
424,392
-171,070
| -29% | -$8.05M | 0.16% | 140 |
|
|
2020
Q1 | $23.9M | Sell |
595,462
-429,684
| -42% | -$19.6M | 0.2% | 111 |
|
|
2019
Q4 | $47M | Sell |
1,025,146
-214,666
| -17% | -$9.19M | 0.3% | 72 |
|
|
2019
Q3 | $49.9M | Sell |
1,239,812
-25,370
| -2% | -$1.01M | 0.35% | 61 |
|
|
2019
Q2 | $49.4M | Sell |
1,265,182
-297,442
| -19% | -$11.3M | 0.32% | 66 |
|
|
2019
Q1 | $57.8M | Buy |
1,562,624
+677,774
| +77% | +$23.2M | 0.41% | 50 |
|
|
2018
Q4 | $27.4M | Sell |
884,850
-495,810
| -36% | -$16.8M | 0.22% | 101 |
|
|
2018
Q3 | $52M | Buy |
1,380,660
+1,057,704
| +328% | +$38.8M | 0.37% | 58 |
|
|
2018
Q2 | $11.2M | Buy |
322,956
+15,570
| +5% | +$534K | 0.08% | 278 |
|
|
2018
Q1 | $10.1M | Sell |
307,386
-16,582
| -5% | -$557K | 0.08% | 291 |
|
|
2017
Q4 | $10.4M | Sell |
323,968
-15,966
| -5% | -$501K | 0.08% | 291 |
|
|
2017
Q3 | $10M | Buy |
339,934
+19,146
| +6% | +$552K | 0.09% | 279 |
|
|
2017
Q2 | $8.78M | Buy |
320,788
+69,690
| +28% | +$1.92M | 0.08% | 293 |
|
|
2017
Q1 | $6.69M | Buy |
251,098
+14,890
| +6% | +$384K | 0.06% | 328 |
|
|
2016
Q4 | $5.71M | Sell |
236,208
-58,340
| -20% | -$1.39M | 0.06% | 348 |
|
|
2016
Q3 | $7.04M | Buy |
294,548
+29,480
| +11% | +$685K | 0.07% | 325 |
|
|
2016
Q2 | $5.7M | Buy |
265,068
+26,696
| +11% | +$579K | 0.06% | 342 |
|
|
2016
Q1 | $5.29M | Buy |
238,372
+23,582
| +11% | +$487K | 0.06% | 322 |
|
|
2015
Q4 | $4.6M | Sell |
214,790
-48,556
| -18% | -$1.05M | 0.05% | 349 |
|
|
2015
Q3 | $5.2M | Buy |
263,346
+32,460
| +14% | +$669K | 0.06% | 312 |
|
|
2015
Q2 | $4.78M | Buy |
230,886
+17,162
| +8% | +$366K | 0.06% | 345 |
|
|
2015
Q1 | $4.55M | Sell |
213,724
-68,866
| -24% | -$1.44M | 0.06% | 355 |
|
|
2014
Q4 | $5.84M | Buy |
282,590
+68,104
| +32% | +$1.38M | 0.09% | 236 |
|
|
2014
Q3 | $4.28M | Buy |
214,486
+82,280
| +62% | +$1.63M | 0.07% | 280 |
|
|
2014
Q2 | $2.54M | Sell |
132,206
-15,378
| -10% | -$285K | 0.05% | 364 |
|
|
2014
Q1 | $2.68M | Buy |
147,584
+97,078
| +192% | +$1.73M | 0.06% | 310 |
|
|
2013
Q4 | $903K | Sell |
50,506
-105,340
| -68% | -$1.79M | 0.03% | 349 |
|
|
2013
Q3 | $2.5M | Buy |
155,846
+3,700
| +2% | +$59K | 0.08% | 226 |
|
|
2013
Q2 | $2.33M | Buy |
+152,146
| New | +$2.35M | 0.06% | 284 |
|
Other funds holding XLK
