United Capital Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

United Capital Financial Advisors’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.3M	Sell	124,702 -1,850	-1%	-$285K	0.11%	153
2025 Q4	$19.6M	Buy	126,552 +31,581	+33%	+$4.73M	0.12%	151
2025 Q3	$13.2M	Sell	94,971 -2,697	-3%	-$365K	0.1%	167
2025 Q2	$13.2M	Sell	97,668 -1,166	-1%	-$157K	0.11%	154
2025 Q1	$14.4M	Sell	98,834 -3,490	-3%	-$507K	0.12%	138
2024 Q4	$14.1M	Sell	102,324 -3,988	-4%	-$584K	0.12%	145
2024 Q3	$16.4M	Sell	106,312 -776	-0.7%	-$118K	0.13%	142
2024 Q2	$15.6M	Sell	107,088 -161,993	-60%	-$23.2M	0.13%	143
2024 Q1	$39.8M	Sell	269,081 -14,039	-5%	-$2.01M	0.33%	67
2023 Q4	$38.6M	Sell	283,120 -41,513	-13%	-$5.4M	0.32%	70
2023 Q3	$41.8M	Sell	324,633 -26,750	-8%	-$3.55M	0.27%	78
2023 Q2	$46.6M	Sell	351,383 -8,517	-2%	-$1.12M	0.25%	79
2023 Q1	$46.6M	Sell	359,900 -1,954	-0.5%	-$255K	0.26%	81
2022 Q4	$49.2M	Sell	361,854 -9,647	-3%	-$1.28M	0.28%	77
2022 Q3	$45M	Sell	371,501 -6,519	-2%	-$840K	0.27%	77
2022 Q2	$48.5M	Buy	378,020 +8,471	+2%	+$1.11M	0.27%	78
2022 Q1	$50.6M	Buy	369,549 +25,398	+7%	+$3.36M	0.25%	82
2021 Q4	$48.5M	Sell	344,151 -1,971	-0.6%	-$262K	0.22%	98
2021 Q3	$44.1M	Buy	346,122 +1,504	+0.4%	+$199K	0.22%	99
2021 Q2	$43.4M	Buy	344,618 +2,178	+0.6%	+$267K	0.22%	96
2021 Q1	$40M	Buy	342,440 +4,057	+1%	+$468K	0.22%	99
2020 Q4	$38.4M	Sell	338,383 -77,821	-19%	-$8.49M	0.23%	95
2020 Q3	$43.9M	Sell	416,204 -81,417	-16%	-$8.57M	0.29%	81
2020 Q2	$49.8M	Buy	497,621 +49,024	+11%	+$4.84M	0.36%	67
2020 Q1	$39.7M	Sell	448,597 -291,148	-39%	-$28.3M	0.33%	67
2019 Q4	$75.3M	Buy	739,745 +51,718	+8%	+$4.97M	0.49%	35
2019 Q3	$62M	Buy	688,027 +182,441	+36%	+$16.7M	0.43%	42
2019 Q2	$46.8M	Sell	505,586 -131,674	-21%	-$11.8M	0.31%	74
2019 Q1	$58.5M	Sell	637,260 -229,458	-26%	-$20.7M	0.41%	48
2018 Q4	$75M	Buy	866,718 +41,623	+5%	+$3.77M	0.6%	28
2018 Q3	$78.5M	Buy	825,095 +476,818	+137%	+$43.1M	0.55%	31
2018 Q2	$29.1M	Sell	348,277 -76,817	-18%	-$6.37M	0.22%	110
2018 Q1	$34.6M	Buy	425,094 +7,894	+2%	+$672K	0.26%	85
2017 Q4	$34.7M	Buy	417,200 +11,840	+3%	+$976K	0.27%	78
2017 Q3	$33.1M	Buy	405,360 +55,148	+16%	+$4.43M	0.28%	78
2017 Q2	$27.8M	Buy	350,212 +11,076	+3%	+$844K	0.25%	95
2017 Q1	$25.2M	Sell	339,136 -21,662	-6%	-$1.58M	0.24%	96
2016 Q4	$24.9M	Buy	360,798 +53,763	+18%	+$3.73M	0.24%	89
2016 Q3	$22.1M	Sell	307,035 -12,408	-4%	-$913K	0.22%	103
2016 Q2	$23M	Buy	319,443 +1,119	+0.4%	+$78.8K	0.23%	90
2016 Q1	$21.6M	Sell	318,324 -23,506	-7%	-$1.57M	0.24%	84
2015 Q4	$24.6M	Sell	341,830 -13,860	-4%	-$979K	0.28%	68
2015 Q3	$23.6M	Sell	355,690 -403,120	-53%	-$29.5M	0.28%	69
2015 Q2	$56.4M	Sell	758,810 -14,830	-2%	-$1.1M	0.65%	25
2015 Q1	$55.5M	Buy	773,640 +75,684	+11%	+$5.4M	0.68%	22
2014 Q4	$47.7M	Buy	697,956 +23,207	+3%	+$1.55M	0.71%	28
2014 Q3	$43.1M	Buy	674,749 +79,217	+13%	+$4.96M	0.75%	22
2014 Q2	$36.2M	Buy	595,532 +287,680	+93%	+$16.9M	0.67%	33
2014 Q1	$18M	Buy	307,852 +96,110	+45%	+$5.54M	0.38%	58
2013 Q4	$11.7M	Sell	211,742 -32,239	-13%	-$1.72M	0.4%	67
2013 Q3	$12.3M	Sell	243,981 -916,018	-79%	-$46M	0.39%	56
2013 Q2	$55.2M	Buy	+1,159,999	New	+$55.6M	1.47%	5