SELECT SECTOR SPDR TR

Ticker: XLP CUSIP: 81369Y308 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 47,250 Value ($000) $3,670 Avg Close Range
Q2 2024
Shares 2,679 Value ($000) $205 Avg Close Range
Q1 2024
Shares 3,793 Value ($000) $290 Avg Close Range
Q4 2023
Shares 5,491 Value ($000) $396 Avg Close Range
Q3 2023
Shares 38,786 Value ($000) $2,669 Avg Close Range
Q2 2023
Shares 37,121 Value ($000) $2,753 Avg Close Range
Q1 2023
Shares 31,297 Value ($000) $2,338 Avg Close Range
Q4 2022
Shares 29,687 Value ($000) $2,213 Avg Close Range
Q3 2022
Shares 27,967 Value ($000) $1,866 Avg Close Range
Q2 2022
Shares 26,863 Value ($000) $1,939 Avg Close Range
Q1 2022
Shares 25,215 Value ($000) $1,914 Avg Close Range
Q4 2021
Shares 24,822 Value ($000) $1,914 Avg Close Range
Q3 2021
Shares 21,787 Value ($000) $1,500 Avg Close Range
Q2 2021
Shares 20,765 Value ($000) $1,453 Avg Close Range
Q1 2021
Shares 19,077 Value ($000) $1,303 Avg Close Range
Q4 2020
Shares 16,482 Value ($000) $1,112 Avg Close Range
Q3 2020
Shares 155,181 Value ($000) $9,947 Avg Close Range
Q2 2020
Shares 195,533 Value ($000) $11,466 Avg Close Range
Q1 2020
Shares 214,980 Value ($000) $11,710 Avg Close Range
Q4 2019
Shares 652,404 Value ($000) $41,088 Avg Close Range
Q3 2019
Shares 746,290 Value ($000) $45,837 Avg Close Range
Q2 2019
Shares 754,410 Value ($000) $43,809 Avg Close Range
Q1 2019
Shares 663,516 Value ($000) $37,230 Avg Close Range
Q4 2018
Shares 900,873 Value ($000) $45,746 Avg Close Range
Q3 2018
Shares 705,371 Value ($000) $38,041 Avg Close Range
Q2 2018
Shares 18,715 Value ($000) $964 Avg Close Range
Q1 2018
Shares 20,642 Value ($000) $1,086 Avg Close Range
Q3 2017
Shares 15,504 Value ($000) $837 Avg Close Range
Q2 2017
Shares 126,175 Value ($000) $6,932 Avg Close Range
Q1 2017
Shares 16,033 Value ($000) $875 Avg Close Range
Q4 2016
Shares 15,048 Value ($000) $778 Avg Close Range
Q2 2016
Shares 70,941 Value ($000) $3,902 Avg Close Range
Q1 2016
Shares 83,013 Value ($000) $4,405 Avg Close Range
Q4 2015
Shares 80,058 Value ($000) $4,042 Avg Close Range
Q3 2015
Shares 75,113 Value ($000) $3,545 Avg Close Range
Q2 2015
Shares 482,672 Value ($000) $22,975 Avg Close Range
Q1 2015
Shares 572,496 Value ($000) $27,692 Avg Close Range
Q2 2014
Shares 769,457 Value ($000) $34,333 Avg Close Range
Q2 2013
Shares 1,083,649 Value ($000) $42,988 Avg Close Range