SELECT SECTOR SPDR TR

Ticker: XLC CUSIP: 81369Y852 Class: COMMUNICATION

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

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

Q4 2025
Shares 124,950 Value ($000) $14,709 Avg Close — Range —
Q3 2025
Shares 99,324 Value ($000) $11,757 Avg Close — Range —
Q2 2025
Shares 100,383 Value ($000) $10,895 Avg Close — Range —
Q1 2025
Shares 101,734 Value ($000) $9,812 Avg Close — Range —
Q4 2024
Shares 103,703 Value ($000) $10,040 Avg Close — Range —
Q3 2024
Shares 104,383 Value ($000) $9,436 Avg Close — Range —
Q2 2024
Shares 105,800 Value ($000) $9,063 Avg Close — Range —
Q1 2024
Shares 102,853 Value ($000) $8,399 Avg Close — Range —
Q4 2023
Shares 110,270 Value ($000) $8,012 Avg Close — Range —
Q3 2023
Shares 221,117 Value ($000) $14,499 Avg Close — Range —
Q2 2023
Shares 187,605 Value ($000) $12,209 Avg Close — Range —
Q1 2023
Shares 189,654 Value ($000) $10,994 Avg Close — Range —
Q4 2022
Shares 187,446 Value ($000) $8,996 Avg Close — Range —
Q3 2022
Shares 193,992 Value ($000) $9,290 Avg Close — Range —
Q2 2022
Shares 185,645 Value ($000) $10,075 Avg Close — Range —
Q1 2022
Shares 212,281 Value ($000) $14,601 Avg Close — Range —
Q4 2021
Shares 208,660 Value ($000) $16,209 Avg Close — Range —
Q3 2021
Shares 192,370 Value ($000) $15,411 Avg Close — Range —
Q2 2021
Shares 184,222 Value ($000) $14,916 Avg Close — Range —
Q1 2021
Shares 179,437 Value ($000) $13,156 Avg Close — Range —
Q4 2020
Shares 169,168 Value ($000) $11,415 Avg Close — Range —
Q3 2020
Shares 310,469 Value ($000) $18,442 Avg Close — Range —
Q2 2020
Shares 404,570 Value ($000) $21,863 Avg Close — Range —
Q1 2020
Shares 216,132 Value ($000) $9,562 Avg Close — Range —
Q4 2019
Shares 755,212 Value ($000) $40,502 Avg Close — Range —
Q3 2019
Shares 840,653 Value ($000) $41,629 Avg Close — Range —
Q2 2019
Shares 769,429 Value ($000) $37,871 Avg Close — Range —
Q1 2019
Shares 633,313 Value ($000) $29,620 Avg Close — Range —
Q4 2018
Shares 196,183 Value ($000) $8,098 Avg Close — Range —
Q3 2018
Shares 647,627 Value ($000) $31,734 Avg Close — Range —