United Capital Financial Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
21,316
-443
| -2% | -$36.2K | 0.01% | 467 |
|
|
2025
Q1 | $1.72M | Buy |
21,759
+3,736
| +21% | +$295K | 0.01% | 453 |
|
|
2024
Q4 | $1.36M | Sell |
18,023
-3,124
| -15% | -$236K | 0.01% | 490 |
|
|
2024
Q3 | $1.71M | Buy |
21,147
+3,155
| +18% | +$255K | 0.01% | 448 |
|
|
2024
Q2 | $1.23M | Buy |
17,992
+11,741
| +188% | +$800K | 0.01% | 484 |
|
|
2024
Q1 | $410K | Sell |
6,251
-566
| -8% | -$37.2K | ﹤0.01% | 780 |
|
|
2023
Q4 | $432K | Sell |
6,817
-1,567
| -19% | -$99.2K | ﹤0.01% | 759 |
|
|
2023
Q3 | $494K | Sell |
8,384
-34,033
| -80% | -$2.01M | ﹤0.01% | 640 |
|
|
2023
Q2 | $2.78M | Sell |
42,417
-3,825
| -8% | -$250K | 0.02% | 396 |
|
|
2023
Q1 | $3.13M | Sell |
46,242
-2,089
| -4% | -$141K | 0.02% | 384 |
|
|
2022
Q4 | $3.41M | Sell |
48,331
-8,412
| -15% | -$593K | 0.02% | 387 |
|
|
2022
Q3 | $3.72M | Buy |
56,743
+11,986
| +27% | +$785K | 0.02% | 371 |
|
|
2022
Q2 | $3.14M | Buy |
44,757
+21,186
| +90% | +$1.49M | 0.02% | 407 |
|
|
2022
Q1 | $1.76M | Sell |
23,571
-1,789
| -7% | -$133K | 0.01% | 544 |
|
|
2021
Q4 | $1.82M | Sell |
25,360
-1,511
| -6% | -$108K | 0.01% | 554 |
|
|
2021
Q3 | $1.72M | Buy |
26,871
+164
| +0.6% | +$10.5K | 0.01% | 558 |
|
|
2021
Q2 | $1.69M | Sell |
26,707
-1,567
| -6% | -$99.1K | 0.01% | 573 |
|
|
2021
Q1 | $1.81M | Sell |
28,274
-2,645
| -9% | -$169K | 0.01% | 523 |
|
|
2020
Q4 | $1.94M | Sell |
30,919
-79,594
| -72% | -$4.99M | 0.01% | 511 |
|
|
2020
Q3 | $6.56M | Buy |
110,513
+19,886
| +22% | +$1.18M | 0.04% | 296 |
|
|
2020
Q2 | $5.11M | Sell |
90,627
-327,195
| -78% | -$18.5M | 0.04% | 354 |
|
|
2020
Q1 | $23.1M | Sell |
417,822
-100,864
| -19% | -$5.59M | 0.19% | 112 |
|
|
2019
Q4 | $33.5M | Sell |
518,686
-280,366
| -35% | -$18.1M | 0.22% | 103 |
|
|
2019
Q3 | $51.7M | Sell |
799,052
-8,626
| -1% | -$558K | 0.36% | 57 |
|
|
2019
Q2 | $48.2M | Sell |
807,678
-189,501
| -19% | -$11.3M | 0.31% | 70 |
|
|
2019
Q1 | $58M | Sell |
997,179
-1,210
| -0.1% | -$70.4K | 0.41% | 49 |
|
|
2018
Q4 | $52.8M | Buy |
998,389
+238,404
| +31% | +$12.6M | 0.42% | 51 |
|
|
2018
Q3 | $40M | Buy |
759,985
+570,924
| +302% | +$30.1M | 0.28% | 80 |
|
|
2018
Q2 | $9.82M | Buy |
189,061
+156,282
| +477% | +$8.12M | 0.07% | 304 |
|
|
2018
Q1 | $0 | Sell |
32,779
-1,185,490
| -97% | – | ﹤0.01% | 1370 |
|
|
2017
Q4 | $64.1M | Sell |
1,218,269
-110,286
| -8% | -$5.81M | 0.51% | 33 |
|
|
2017
Q3 | $70.5M | Sell |
1,328,555
-222,452
| -14% | -$11.8M | 0.6% | 23 |
|
|
2017
Q2 | $80.6M | Sell |
1,551,007
-117,704
| -7% | -$6.12M | 0.72% | 17 |
|
|
2017
Q1 | $85.6M | Buy |
1,668,711
+1,458,986
| +696% | +$74.9M | 0.8% | 13 |
|
|
2016
Q4 | $10.2M | Sell |
209,725
-65,479
| -24% | -$3.18M | 0.1% | 250 |
|
|
2016
Q3 | $13.5M | Sell |
275,204
-943
| -0.3% | -$46.2K | 0.13% | 181 |
|
|
2016
Q2 | $14.4M | Buy |
276,147
+51,369
| +23% | +$2.67M | 0.15% | 155 |
|
|
2016
Q1 | $11.2M | Buy |
224,778
+208,473
| +1,279% | +$10.3M | 0.12% | 175 |
|
|
2015
Q4 | $706K | Buy |
16,305
+1,174
| +8% | +$50.8K | 0.01% | 787 |
|
|
2015
Q3 | $655K | Sell |
15,131
-571,611
| -97% | -$24.7M | 0.01% | 818 |
|
|
2015
Q2 | $24.3M | Sell |
586,742
-124,638
| -18% | -$5.17M | 0.28% | 81 |
|
|
2015
Q1 | $31.5M | Sell |
711,380
-213,679
| -23% | -$9.45M | 0.38% | 58 |
|
|
2014
Q4 | $43.7M | Buy |
925,059
+125,367
| +16% | +$5.92M | 0.65% | 30 |
|
|
2014
Q3 | $33.7M | Buy |
799,692
+58,747
| +8% | +$2.47M | 0.58% | 34 |
|
|
2014
Q2 | $32.8M | Buy |
740,945
+580,770
| +363% | +$25.7M | 0.61% | 39 |
|
|
2014
Q1 | $6.64M | Buy |
+160,175
| New | +$6.64M | 0.14% | 173 |
|
|
2013
Q4 | – | Sell |
-9,589
| Closed | -$358K | – | 776 |
|
|
2013
Q3 | $358K | Sell |
9,589
-133,020
| -93% | -$4.97M | 0.01% | 521 |
|
|
2013
Q2 | $5.37M | Buy |
+142,609
| New | +$5.37M | 0.14% | 177 |
|