SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

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

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

Q4 2025
Shares 159,345 Value ($000) $22,941 Avg Close Range
Q3 2025
Shares 35,812 Value ($000) $10,094 Avg Close Range
Q2 2025
Shares 37,150 Value ($000) $9,408 Avg Close Range
Q1 2025
Shares 37,814 Value ($000) $7,808 Avg Close Range
Q4 2024
Shares 38,695 Value ($000) $8,997 Avg Close Range
Q3 2024
Shares 40,599 Value ($000) $9,166 Avg Close Range
Q2 2024
Shares 40,499 Value ($000) $9,162 Avg Close Range
Q1 2024
Shares 44,078 Value ($000) $9,180 Avg Close Range
Q4 2023
Shares 49,652 Value ($000) $9,557 Avg Close Range
Q3 2023
Shares 104,259 Value ($000) $17,091 Avg Close Range
Q2 2023
Shares 97,767 Value ($000) $16,998 Avg Close Range
Q1 2023
Shares 99,256 Value ($000) $14,989 Avg Close Range
Q4 2022
Shares 105,422 Value ($000) $13,119 Avg Close Range
Q3 2022
Shares 87,218 Value ($000) $10,360 Avg Close Range
Q2 2022
Shares 85,621 Value ($000) $10,884 Avg Close Range
Q1 2022
Shares 85,920 Value ($000) $13,655 Avg Close Range
Q4 2021
Shares 81,022 Value ($000) $14,087 Avg Close Range
Q3 2021
Shares 77,151 Value ($000) $11,520 Avg Close Range
Q2 2021
Shares 73,386 Value ($000) $10,836 Avg Close Range
Q1 2021
Shares 71,304 Value ($000) $9,470 Avg Close Range
Q4 2020
Shares 66,593 Value ($000) $8,658 Avg Close Range
Q3 2020
Shares 133,588 Value ($000) $15,590 Avg Close Range
Q2 2020
Shares 212,196 Value ($000) $22,172 Avg Close Range
Q1 2020
Shares 297,731 Value ($000) $23,929 Avg Close Range
Q4 2019
Shares 512,573 Value ($000) $46,988 Avg Close Range
Q3 2019
Shares 619,906 Value ($000) $49,921 Avg Close Range
Q2 2019
Shares 632,591 Value ($000) $49,367 Avg Close Range
Q1 2019
Shares 781,312 Value ($000) $57,817 Avg Close Range
Q4 2018
Shares 442,425 Value ($000) $27,422 Avg Close Range
Q3 2018
Shares 690,330 Value ($000) $52,003 Avg Close Range
Q2 2018
Shares 161,478 Value ($000) $11,218 Avg Close Range
Q1 2018
Shares 153,693 Value ($000) $10,055 Avg Close Range
Q3 2017
Shares 169,967 Value ($000) $10,045 Avg Close Range
Q2 2017
Shares 160,394 Value ($000) $8,777 Avg Close Range
Q1 2017
Shares 125,549 Value ($000) $6,693 Avg Close Range
Q4 2016
Shares 118,104 Value ($000) $5,712 Avg Close Range
Q2 2016
Shares 132,534 Value ($000) $5,699 Avg Close Range
Q1 2016
Shares 119,186 Value ($000) $5,287 Avg Close Range
Q4 2015
Shares 107,395 Value ($000) $4,600 Avg Close Range
Q3 2015
Shares 131,673 Value ($000) $5,201 Avg Close Range
Q2 2015
Shares 115,443 Value ($000) $4,779 Avg Close Range
Q1 2015
Shares 106,862 Value ($000) $4,550 Avg Close Range
Q2 2014
Shares 66,103 Value ($000) $2,535 Avg Close Range
Q1 2014
Shares 73,792 Value ($000) $2,682 Avg Close Range
Q4 2013
Shares 25,253 Value ($000) $903 Avg Close Range
Q3 2013
Shares 77,923 Value ($000) $2,497 Avg Close Range
Q2 2013
Shares 76,073 Value ($000) $2,327 Avg Close Range