United Capital Financial Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.41M | Sell |
|
|||||
|
2025
Q1 | $7.81M | Sell |
|
|||||
|
2024
Q4 | $9M | Sell |
|
|||||
|
2024
Q3 | $9.17M | Buy |
|
|||||
|
2024
Q2 | $9.16M | Sell |
|
|||||
|
2024
Q1 | $9.18M | Sell |
|
|||||
|
2023
Q4 | $9.56M | Sell |
|
|||||
|
2023
Q3 | $17.1M | Buy |
|
|||||
|
2023
Q2 | $17M | Sell |
|
|||||
|
2023
Q1 | $15M | Sell |
|
|||||
|
2022
Q4 | $13.1M | Buy |
|
|||||
|
2022
Q3 | $10.4M | Buy |
|
|||||
|
2022
Q2 | $10.9M | Sell |
|
|||||
|
2022
Q1 | $13.7M | Buy |
|
|||||
|
2021
Q4 | $14.1M | Buy |
|
|||||
|
2021
Q3 | $11.5M | Buy |
|
|||||
|
2021
Q2 | $10.8M | Buy |
|
|||||
|
2021
Q1 | $9.47M | Buy |
|
|||||
|
2020
Q4 | $8.66M | Sell |
|
|||||
|
2020
Q3 | $15.6M | Sell |
|
|||||
|
2020
Q2 | $22.2M | Sell |
|
|||||
|
2020
Q1 | $23.9M | Sell |
|
|||||
|
2019
Q4 | $47M | Sell |
|
|||||
|
2019
Q3 | $49.9M | Sell |
|
|||||
|
2019
Q2 | $49.4M | Sell |
|
|||||
|
2019
Q1 | $57.8M | Buy |
|
|||||
|
2018
Q4 | $27.4M | Sell |
|
|||||
|
2018
Q3 | $52M | Buy |
|
|||||
|
2018
Q2 | $11.2M | Buy |
|
|||||
|
2018
Q1 | $10.1M | Sell |
|
|||||
|
2017
Q4 | $10.4M | Sell |
|
|||||
|
2017
Q3 | $10M | Buy |
|
|||||
|
2017
Q2 | $8.78M | Buy |
|
|||||
|
2017
Q1 | $6.69M | Buy |
|
|||||
|
2016
Q4 | $5.71M | Sell |
|
|||||
|
2016
Q3 | $7.04M | Buy |
|
|||||
|
2016
Q2 | $5.7M | Buy |
|
|||||
|
2016
Q1 | $5.29M | Buy |
|
|||||
|
2015
Q4 | $4.6M | Sell |
|
|||||
|
2015
Q3 | $5.2M | Buy |
|
|||||
|
2015
Q2 | $4.78M | Buy |
|
|||||
|
2015
Q1 | $4.55M | Sell |
|
|||||
|
2014
Q4 | $5.84M | Buy |
|
|||||
|
2014
Q3 | $4.28M | Buy |
|
|||||
|
2014
Q2 | $2.54M | Sell |
|
|||||
|
2014
Q1 | $2.68M | Buy |
|
|||||
|
2013
Q4 | $903K | Sell |
|
|||||
|
2013
Q3 | $2.5M | Buy |
|
|||||
|
2013
Q2 | $2.33M | Buy |
|