United Capital Financial Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
4,702
-881
| -16% | -$191K | 0.01% | 584 |
|
|
2025
Q1 | $1.1M | Sell |
5,583
-160
| -3% | -$31.6K | 0.01% | 540 |
|
|
2024
Q4 | $1.29M | Sell |
5,743
-775
| -12% | -$174K | 0.01% | 499 |
|
|
2024
Q3 | $1.31M | Sell |
6,518
-195
| -3% | -$39.1K | 0.01% | 485 |
|
|
2024
Q2 | $1.22M | Sell |
6,713
-327
| -5% | -$59.6K | 0.01% | 485 |
|
|
2024
Q1 | $1.29M | Buy |
7,040
+2,286
| +48% | +$420K | 0.01% | 506 |
|
|
2023
Q4 | $850K | Sell |
4,754
-20,168
| -81% | -$3.61M | 0.01% | 589 |
|
|
2023
Q3 | $4.01M | Sell |
24,922
-241
| -1% | -$38.8K | 0.03% | 325 |
|
|
2023
Q2 | $4.27M | Buy |
25,163
+2,135
| +9% | +$363K | 0.02% | 335 |
|
|
2023
Q1 | $3.44M | Buy |
23,028
+316
| +1% | +$47.3K | 0.02% | 366 |
|
|
2022
Q4 | $2.93M | Buy |
22,712
+367
| +2% | +$47.4K | 0.02% | 411 |
|
|
2022
Q3 | $3.18M | Buy |
22,345
+370
| +2% | +$52.7K | 0.02% | 395 |
|
|
2022
Q2 | $3.02M | Buy |
21,975
+2,262
| +11% | +$311K | 0.02% | 414 |
|
|
2022
Q1 | $3.65M | Sell |
19,713
-269
| -1% | -$49.8K | 0.02% | 412 |
|
|
2021
Q4 | $4.09M | Buy |
19,982
+1,624
| +9% | +$332K | 0.02% | 404 |
|
|
2021
Q3 | $3.29M | Buy |
18,358
+2,517
| +16% | +$452K | 0.02% | 442 |
|
|
2021
Q2 | $2.83M | Buy |
15,841
+419
| +3% | +$74.8K | 0.01% | 474 |
|
|
2021
Q1 | $2.59M | Sell |
15,422
-18,690
| -55% | -$3.14M | 0.01% | 460 |
|
|
2020
Q4 | $5.49M | Sell |
34,112
-61,907
| -64% | -$9.95M | 0.03% | 341 |
|
|
2020
Q3 | $14.1M | Sell |
96,019
-65,078
| -40% | -$9.57M | 0.09% | 208 |
|
|
2020
Q2 | $20.6M | Buy |
161,097
+63,384
| +65% | +$8.09M | 0.15% | 150 |
|
|
2020
Q1 | $9.58M | Sell |
97,713
-199,568
| -67% | -$19.6M | 0.08% | 241 |
|
|
2019
Q4 | $37.3M | Sell |
297,281
-90,085
| -23% | -$11.3M | 0.24% | 98 |
|
|
2019
Q3 | $46.8M | Sell |
387,366
-24,093
| -6% | -$2.91M | 0.33% | 65 |
|
|
2019
Q2 | $49M | Sell |
411,459
-36,573
| -8% | -$4.36M | 0.32% | 67 |
|
|
2019
Q1 | $51M | Buy |
448,032
+182,415
| +69% | +$20.8M | 0.36% | 60 |
|
|
2018
Q4 | $26.3M | Sell |
265,617
-171,991
| -39% | -$17M | 0.21% | 105 |
|
|
2018
Q3 | $51.3M | Buy |
437,608
+350,677
| +403% | +$41.1M | 0.36% | 59 |
|
|
2018
Q2 | $9.5M | Buy |
86,931
+4,716
| +6% | +$515K | 0.07% | 310 |
|
|
2018
Q1 | $8.33M | Buy |
82,215
+59,704
| +265% | +$6.05M | 0.06% | 327 |
|
|
2017
Q4 | $2.22M | Sell |
22,511
-941
| -4% | -$92.9K | 0.02% | 567 |
|
|
2017
Q3 | $2.11M | Sell |
23,452
-65,093
| -74% | -$5.86M | 0.02% | 557 |
|
|
2017
Q2 | $7.94M | Buy |
88,545
+84,382
| +2,027% | +$7.56M | 0.07% | 310 |
|
|
2017
Q1 | $366K | Sell |
4,163
-109
| -3% | -$9.58K | ﹤0.01% | 986 |
|
|
2016
Q4 | $348K | Sell |
4,272
-21,440
| -83% | -$1.75M | ﹤0.01% | 1008 |
|
|
2016
Q3 | $2.06M | Buy |
25,712
+17,962
| +232% | +$1.44M | 0.02% | 581 |
|
|
2016
Q2 | $605K | Sell |
7,750
-32,569
| -81% | -$2.54M | 0.01% | 861 |
|
|
2016
Q1 | $3.19M | Sell |
40,319
-103,428
| -72% | -$8.18M | 0.04% | 434 |
|
|
2015
Q4 | $11.2M | Sell |
143,747
-186,919
| -57% | -$14.6M | 0.13% | 180 |
|
|
2015
Q3 | $24.6M | Sell |
330,666
-6,655
| -2% | -$494K | 0.29% | 64 |
|
|
2015
Q2 | $25.8M | Sell |
337,321
-27,423
| -8% | -$2.1M | 0.3% | 79 |
|
|
2015
Q1 | $27.5M | Sell |
364,744
-3,984
| -1% | -$300K | 0.34% | 74 |
|
|
2014
Q4 | $26.6M | Buy |
368,728
+3,789
| +1% | +$273K | 0.4% | 63 |
|
|
2014
Q3 | $24.3M | Buy |
+364,939
| New | +$24.3M | 0.42% | 58 |
|
|
2013
Q4 | – | Sell |
-880,384
| Closed | -$53.4M | – | 777 |
|
|
2013
Q3 | $53.4M | Buy |
880,384
+88,363
| +11% | +$5.36M | 1.7% | 9 |
|
|
2013
Q2 | $44.7M | Buy |
+792,021
| New | +$44.7M | 1.19% | 11 |
|