SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

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

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

Q4 2025
Shares 109,282 Value ($000) $4,886 Avg Close — Range —
Q3 2025
Shares 29,957 Value ($000) $2,676 Avg Close — Range —
Q2 2025
Shares 31,620 Value ($000) $2,682 Avg Close — Range —
Q1 2025
Shares 34,479 Value ($000) $3,222 Avg Close — Range —
Q4 2024
Shares 36,166 Value ($000) $3,098 Avg Close — Range —
Q3 2024
Shares 49,588 Value ($000) $4,354 Avg Close — Range —
Q2 2024
Shares 53,427 Value ($000) $4,870 Avg Close — Range —
Q1 2024
Shares 57,752 Value ($000) $5,452 Avg Close — Range —
Q4 2023
Shares 65,388 Value ($000) $5,482 Avg Close — Range —
Q3 2023
Shares 149,377 Value ($000) $13,502 Avg Close — Range —
Q2 2023
Shares 149,383 Value ($000) $12,125 Avg Close — Range —
Q1 2023
Shares 141,778 Value ($000) $11,743 Avg Close — Range —
Q4 2022
Shares 157,157 Value ($000) $13,747 Avg Close — Range —
Q3 2022
Shares 164,465 Value ($000) $11,845 Avg Close — Range —
Q2 2022
Shares 181,252 Value ($000) $12,961 Avg Close — Range —
Q1 2022
Shares 182,476 Value ($000) $13,948 Avg Close — Range —
Q4 2021
Shares 142,784 Value ($000) $7,925 Avg Close — Range —
Q3 2021
Shares 129,565 Value ($000) $6,749 Avg Close — Range —
Q2 2021
Shares 130,722 Value ($000) $7,042 Avg Close — Range —
Q1 2021
Shares 199,663 Value ($000) $9,795 Avg Close — Range —
Q4 2020
Shares 185,568 Value ($000) $7,033 Avg Close — Range —
Q3 2020
Shares 189,202 Value ($000) $5,667 Avg Close — Range —
Q2 2020
Shares 178,861 Value ($000) $6,770 Avg Close — Range —
Q1 2020
Shares 76,926 Value ($000) $2,235 Avg Close — Range —
Q4 2019
Shares 68,627 Value ($000) $4,120 Avg Close — Range —
Q3 2019
Shares 69,263 Value ($000) $4,100 Avg Close — Range —
Q2 2019
Shares 52,668 Value ($000) $3,355 Avg Close — Range —
Q1 2019
Shares 77,323 Value ($000) $5,113 Avg Close — Range —
Q4 2018
Shares 52,562 Value ($000) $3,014 Avg Close — Range —
Q3 2018
Shares 491,575 Value ($000) $37,232 Avg Close — Range —
Q2 2018
Shares 646,981 Value ($000) $49,132 Avg Close — Range —
Q1 2018
Shares 583,438 Value ($000) $39,330 Avg Close — Range —
Q4 2017
Shares 613,796 Value ($000) $44,482 Avg Close — Range —
Q3 2017
Shares 40,205 Value ($000) $2,753 Avg Close — Range —
Q2 2017
Shares 41,124 Value ($000) $2,670 Avg Close — Range —
Q1 2017
Shares 686,216 Value ($000) $47,966 Avg Close — Range —
Q4 2016
Shares 815,152 Value ($000) $61,397 Avg Close — Range —
Q3 2016
Shares 213,395 Value ($000) $15,068 Avg Close — Range —
Q2 2016
Shares 211,055 Value ($000) $14,352 Avg Close — Range —
Q1 2016
Shares 34,553 Value ($000) $2,138 Avg Close — Range —
Q4 2015
Shares 34,985 Value ($000) $2,110 Avg Close — Range —
Q3 2015
Shares 92,600 Value ($000) $5,667 Avg Close — Range —
Q2 2015
Shares 114,606 Value ($000) $8,614 Avg Close — Range —
Q1 2015
Shares 100,657 Value ($000) $8,322 Avg Close — Range —
Q4 2014
Shares 102,351 Value ($000) $8,102 Avg Close — Range —
Q3 2014
Shares 169,933 Value ($000) $15,399 Avg Close — Range —
Q2 2014
Shares 142,251 Value ($000) $14,239 Avg Close — Range —
Q1 2014
Shares 69,626 Value ($000) $6,201 Avg Close — Range —
Q4 2013
Shares 7,881 Value ($000) $698 Avg Close — Range —
Q3 2013
Shares 30,739 Value ($000) $2,549 Avg Close — Range —
Q2 2013
Shares 27,315 Value ($000) $2,139 Avg Close — Range —