SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 126,552 Value ($000) $19,590 Avg Close Range
Q3 2025
Shares 94,971 Value ($000) $13,217 Avg Close Range
Q2 2025
Shares 97,668 Value ($000) $13,165 Avg Close Range
Q1 2025
Shares 98,834 Value ($000) $14,431 Avg Close Range
Q4 2024
Shares 102,324 Value ($000) $14,077 Avg Close Range
Q3 2024
Shares 106,312 Value ($000) $16,374 Avg Close Range
Q2 2024
Shares 107,088 Value ($000) $15,608 Avg Close Range
Q1 2024
Shares 269,081 Value ($000) $39,751 Avg Close Range
Q4 2023
Shares 283,120 Value ($000) $38,612 Avg Close Range
Q3 2023
Shares 324,633 Value ($000) $41,793 Avg Close Range
Q2 2023
Shares 351,383 Value ($000) $46,639 Avg Close Range
Q1 2023
Shares 359,900 Value ($000) $46,593 Avg Close Range
Q4 2022
Shares 361,854 Value ($000) $49,158 Avg Close Range
Q3 2022
Shares 371,501 Value ($000) $44,993 Avg Close Range
Q2 2022
Shares 378,020 Value ($000) $48,477 Avg Close Range
Q1 2022
Shares 369,549 Value ($000) $50,625 Avg Close Range
Q4 2021
Shares 344,151 Value ($000) $48,487 Avg Close Range
Q3 2021
Shares 346,122 Value ($000) $44,061 Avg Close Range
Q2 2021
Shares 344,618 Value ($000) $43,405 Avg Close Range
Q1 2021
Shares 342,440 Value ($000) $39,976 Avg Close Range
Q4 2020
Shares 338,383 Value ($000) $38,386 Avg Close Range
Q3 2020
Shares 416,204 Value ($000) $43,901 Avg Close Range
Q2 2020
Shares 497,621 Value ($000) $49,797 Avg Close Range
Q1 2020
Shares 448,597 Value ($000) $39,737 Avg Close Range
Q4 2019
Shares 739,745 Value ($000) $75,350 Avg Close Range
Q3 2019
Shares 688,027 Value ($000) $62,012 Avg Close Range
Q2 2019
Shares 505,586 Value ($000) $46,837 Avg Close Range
Q1 2019
Shares 637,260 Value ($000) $58,469 Avg Close Range
Q4 2018
Shares 866,718 Value ($000) $74,980 Avg Close Range
Q3 2018
Shares 825,095 Value ($000) $78,508 Avg Close Range
Q2 2018
Shares 348,277 Value ($000) $29,067 Avg Close Range
Q1 2018
Shares 425,094 Value ($000) $34,603 Avg Close Range
Q4 2017
Shares 417,200 Value ($000) $34,707 Avg Close Range
Q3 2017
Shares 405,360 Value ($000) $33,130 Avg Close Range
Q2 2017
Shares 350,212 Value ($000) $27,751 Avg Close Range
Q1 2017
Shares 339,136 Value ($000) $25,218 Avg Close Range
Q4 2016
Shares 360,798 Value ($000) $24,873 Avg Close Range
Q3 2016
Shares 307,035 Value ($000) $22,140 Avg Close Range
Q2 2016
Shares 319,443 Value ($000) $23,000 Avg Close Range
Q1 2016
Shares 318,324 Value ($000) $21,576 Avg Close Range
Q4 2015
Shares 341,830 Value ($000) $24,622 Avg Close Range
Q3 2015
Shares 355,690 Value ($000) $23,557 Avg Close Range
Q2 2015
Shares 758,810 Value ($000) $56,448 Avg Close Range
Q1 2015
Shares 773,640 Value ($000) $55,477 Avg Close Range
Q4 2014
Shares 697,956 Value ($000) $47,726 Avg Close Range
Q3 2014
Shares 674,749 Value ($000) $43,123 Avg Close Range
Q2 2014
Shares 595,532 Value ($000) $36,226 Avg Close Range
Q1 2014
Shares 307,852 Value ($000) $18,006 Avg Close Range
Q4 2013
Shares 211,742 Value ($000) $11,739 Avg Close Range
Q3 2013
Shares 243,981 Value ($000) $12,343 Avg Close Range
Q2 2013
Shares 1,159,999 Value ($000) $55,228 Avg Close Range