United Capital Financial Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.82M | Sell |
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|
2025
Q2 | $1.74M | Sell |
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|
2025
Q1 | $1.72M | Buy |
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|
2024
Q4 | $1.36M | Sell |
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|
2024
Q3 | $1.71M | Buy |
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|
2024
Q2 | $1.23M | Buy |
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|
2024
Q1 | $410K | Sell |
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|
2023
Q4 | $432K | Sell |
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|
2023
Q3 | $494K | Sell |
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|
2023
Q2 | $2.78M | Sell |
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|
2023
Q1 | $3.13M | Sell |
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|
2022
Q4 | $3.41M | Sell |
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|
2022
Q3 | $3.72M | Buy |
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|
2022
Q2 | $3.14M | Buy |
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|
2022
Q1 | $1.75M | Sell |
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|
2021
Q4 | $1.81M | Sell |
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|
2021
Q3 | $1.72M | Buy |
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|
2021
Q2 | $1.69M | Sell |
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|
2021
Q1 | $1.81M | Sell |
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|
2020
Q4 | $1.94M | Sell |
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|
2020
Q3 | $6.56M | Buy |
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|
2020
Q2 | $5.11M | Sell |
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|
2020
Q1 | $23.1M | Sell |
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|
2019
Q4 | $33.5M | Sell |
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|
2019
Q3 | $51.7M | Sell |
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|
2019
Q2 | $48.2M | Sell |
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|
2019
Q1 | $58M | Sell |
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|
2018
Q4 | $52.8M | Buy |
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|
2018
Q3 | $40M | Buy |
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|
2018
Q2 | $9.82M | Buy |
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|
2018
Q1 | $0 | Sell |
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|
2017
Q4 | $64.1M | Sell |
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|
2017
Q3 | $70.5M | Sell |
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|
2017
Q2 | $80.6M | Sell |
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|
2017
Q1 | $85.6M | Buy |
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|
2016
Q4 | $10.2M | Sell |
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|
2016
Q3 | $13.5M | Sell |
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|
2016
Q2 | $14.4M | Buy |
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|
2016
Q1 | $11.2M | Buy |
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|
2015
Q4 | $706K | Buy |
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|
2015
Q3 | $655K | Sell |
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|
2015
Q2 | $24.3M | Sell |
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|
2015
Q1 | $31.5M | Sell |
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|
2014
Q4 | $43.7M | Buy |
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|
2014
Q3 | $33.7M | Buy |
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|
2014
Q2 | $32.8M | Buy |
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|
2014
Q1 | $6.64M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $358K | Sell |
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|
2013
Q2 | $5.37M | Buy |
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