SELECT SECTOR SPDR TR

Ticker: XLRE CUSIP: 81369Y860 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 12,770 Value ($000) $515 Avg Close — Range —
Q3 2025
Shares 6,279 Value ($000) $265 Avg Close — Range —
Q2 2025
Shares 7,135 Value ($000) $296 Avg Close — Range —
Q1 2025
Shares 8,626 Value ($000) $361 Avg Close — Range —
Q4 2024
Shares 10,131 Value ($000) $412 Avg Close — Range —
Q3 2024
Shares 10,702 Value ($000) $478 Avg Close — Range —
Q2 2024
Shares 12,145 Value ($000) $466 Avg Close — Range —
Q1 2024
Shares 13,695 Value ($000) $541 Avg Close — Range —
Q2 2023
Shares 6,592 Value ($000) $248 Avg Close — Range —
Q1 2023
Shares 11,303 Value ($000) $423 Avg Close — Range —
Q4 2022
Shares 10,357 Value ($000) $382 Avg Close — Range —
Q3 2022
Shares 29,852 Value ($000) $1,075 Avg Close — Range —
Q2 2022
Shares 30,024 Value ($000) $1,227 Avg Close — Range —
Q1 2022
Shares 30,321 Value ($000) $1,465 Avg Close — Range —
Q4 2019
Shares 6,435 Value ($000) $249 Avg Close — Range —
Q3 2019
Shares 215,653 Value ($000) $8,484 Avg Close — Range —
Q2 2019
Shares 122,991 Value ($000) $4,522 Avg Close — Range —
Q1 2019
Shares 317,150 Value ($000) $11,487 Avg Close — Range —
Q4 2018
Shares 260,787 Value ($000) $8,069 Avg Close — Range —
Q3 2018
Shares 302,595 Value ($000) $9,868 Avg Close — Range —
Q3 2017
Shares 99,441 Value ($000) $3,206 Avg Close — Range —
Q2 2017
Shares 7,207 Value ($000) $232 Avg Close — Range —
Q1 2017
Shares 9,779 Value ($000) $309 Avg Close — Range —
Q4 2016
Shares 16,283 Value ($000) $501 Avg Close — Range —