United Capital Financial Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $205K | Sell |
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|
2024
Q1 | $290K | Sell |
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|
2023
Q4 | $396K | Sell |
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|
2023
Q3 | $2.67M | Buy |
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|
2023
Q2 | $2.75M | Buy |
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|
2023
Q1 | $2.34M | Buy |
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|
2022
Q4 | $2.21M | Buy |
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|
2022
Q3 | $1.87M | Buy |
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|
2022
Q2 | $1.94M | Buy |
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|
2022
Q1 | $1.91M | Buy |
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|
2021
Q4 | $1.91M | Buy |
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|
2021
Q3 | $1.5M | Buy |
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|
2021
Q2 | $1.45M | Buy |
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|
2021
Q1 | $1.3M | Buy |
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|
2020
Q4 | $1.11M | Sell |
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|
2020
Q3 | $9.95M | Sell |
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|
2020
Q2 | $11.5M | Sell |
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|
2020
Q1 | $11.7M | Sell |
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|
2019
Q4 | $41.1M | Sell |
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|
2019
Q3 | $45.8M | Sell |
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|
2019
Q2 | $43.8M | Buy |
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|
2019
Q1 | $37.2M | Sell |
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|
2018
Q4 | $45.7M | Buy |
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|
2018
Q3 | $38M | Buy |
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|
2018
Q2 | $964K | Sell |
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|
2018
Q1 | $1.09M | Buy |
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|
2017
Q4 | $897K | Buy |
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|
2017
Q3 | $837K | Sell |
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|
2017
Q2 | $6.93M | Buy |
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|
2017
Q1 | $875K | Buy |
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|
2016
Q4 | $778K | Sell |
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|
2016
Q3 | $3.46M | Sell |
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|
2016
Q2 | $3.9M | Sell |
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|
2016
Q1 | $4.41M | Buy |
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|
2015
Q4 | $4.04M | Buy |
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|
2015
Q3 | $3.54M | Sell |
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|
2015
Q2 | $23M | Sell |
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|
2015
Q1 | $27.7M | Sell |
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|
2014
Q4 | $28.1M | Buy |
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|
2014
Q3 | $25.1M | Sell |
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|
2014
Q2 | $34.3M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $43M | Buy |
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