United Capital Financial Advisors’s State Street SPDR S&P Retail ETF XRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-4,982	Closed	-$221K	–	1367
2018 Q1	$221K	Sell	4,982 -814	-14%	-$37.3K	﹤0.01%	1207
2017 Q4	$262K	Sell	5,796 -150,368	-96%	-$6.32M	﹤0.01%	1158
2017 Q3	$6.52M	Sell	156,164 -2,110	-1%	-$84.7K	0.06%	346
2017 Q2	$6.45M	Buy	158,274 +4,895	+3%	+$203K	0.06%	337
2017 Q1	$6.48M	Buy	153,379 +32	+0%	+$1.38K	0.06%	331
2016 Q4	$6.76M	Sell	153,347 -1,077	-0.7%	-$47.9K	0.07%	326
2016 Q3	$6.72M	Sell	154,424 -1,271	-0.8%	-$56.3K	0.07%	335
2016 Q2	$6.54M	Sell	155,695 -833	-0.5%	-$35.8K	0.07%	324
2016 Q1	$7.23M	Buy	156,528 +2,274	+1%	+$96.4K	0.08%	265
2015 Q4	$6.67M	Buy	154,254 +3,635	+2%	+$163K	0.08%	279
2015 Q3	$6.69M	Sell	150,619 -979	-0.6%	-$46.7K	0.08%	260
2015 Q2	$7.48M	Sell	151,598 -2,450	-2%	-$122K	0.09%	267
2015 Q1	$7.45M	Buy	+154,048	New	+$7.48M	0.09%	270