SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2025
Shares 104,107 Value ($000) $5,702 Avg Close Range
Q3 2025
Shares 60,895 Value ($000) $3,280 Avg Close Range
Q2 2025
Shares 64,568 Value ($000) $3,381 Avg Close Range
Q1 2025
Shares 69,759 Value ($000) $3,475 Avg Close Range
Q4 2024
Shares 73,028 Value ($000) $3,529 Avg Close Range
Q3 2024
Shares 78,127 Value ($000) $3,541 Avg Close Range
Q2 2024
Shares 92,000 Value ($000) $3,782 Avg Close Range
Q1 2024
Shares 208,172 Value ($000) $8,768 Avg Close Range
Q4 2023
Shares 224,614 Value ($000) $8,445 Avg Close Range
Q3 2023
Shares 534,707 Value ($000) $17,736 Avg Close Range
Q2 2023
Shares 573,567 Value ($000) $19,335 Avg Close Range
Q1 2023
Shares 581,318 Value ($000) $18,689 Avg Close Range
Q4 2022
Shares 475,217 Value ($000) $16,252 Avg Close Range
Q3 2022
Shares 494,132 Value ($000) $15,002 Avg Close Range
Q2 2022
Shares 565,673 Value ($000) $17,790 Avg Close Range
Q1 2022
Shares 543,903 Value ($000) $20,842 Avg Close Range
Q4 2021
Shares 471,224 Value ($000) $18,401 Avg Close Range
Q3 2021
Shares 450,700 Value ($000) $16,915 Avg Close Range
Q2 2021
Shares 446,925 Value ($000) $16,398 Avg Close Range
Q1 2021
Shares 434,633 Value ($000) $14,799 Avg Close Range
Q4 2020
Shares 387,008 Value ($000) $11,409 Avg Close Range
Q3 2020
Shares 419,871 Value ($000) $10,106 Avg Close Range
Q2 2020
Shares 420,836 Value ($000) $9,738 Avg Close Range
Q1 2020
Shares 336,378 Value ($000) $7,003 Avg Close Range
Q4 2019
Shares 1,516,520 Value ($000) $46,678 Avg Close Range
Q3 2019
Shares 1,397,251 Value ($000) $39,123 Avg Close Range
Q2 2019
Shares 1,439,101 Value ($000) $39,719 Avg Close Range
Q1 2019
Shares 564,820 Value ($000) $14,522 Avg Close Range
Q4 2018
Shares 892,646 Value ($000) $21,263 Avg Close Range
Q3 2018
Shares 1,600,152 Value ($000) $44,132 Avg Close Range
Q2 2018
Shares 1,832,553 Value ($000) $48,728 Avg Close Range
Q1 2018
Shares 2,080,213 Value ($000) $57,351 Avg Close Range
Q3 2017
Shares 2,129,267 Value ($000) $55,063 Avg Close Range
Q2 2017
Shares 2,139,793 Value ($000) $52,789 Avg Close Range
Q1 2017
Shares 2,505,791 Value ($000) $59,462 Avg Close Range
Q4 2016
Shares 2,727,118 Value ($000) $63,405 Avg Close Range
Q2 2016
Shares 737,135 Value ($000) $16,954 Avg Close Range
Q1 2016
Shares 306,258 Value ($000) $6,891 Avg Close Range
Q4 2015
Shares 663,053 Value ($000) $15,801 Avg Close Range
Q3 2015
Shares 841,453 Value ($000) $19,067 Avg Close Range
Q2 2015
Shares 645,777 Value ($000) $15,744 Avg Close Range
Q1 2015
Shares 2,034,763 Value ($000) $49,099 Avg Close Range
Q2 2014
Shares 3,340,390 Value ($000) $75,960 Avg Close Range
Q1 2014
Shares 4,487,098 Value ($000) $100,242 Avg Close Range
Q4 2013
Shares 77,790 Value ($000) $1,700 Avg Close Range
Q3 2013
Shares 2,802,240 Value ($000) $55,779 Avg Close Range
Q2 2013
Shares 2,414,535 Value ($000) $46,951 Avg Close Range