United Capital Financial Advisers, LLC Energy Sector Spdr Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 36,166 shares of XLE stock, worth $3.36 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
36,166
Previous 49,588 27.07%
Holding current value
$3.36 Million
Previous $4.35 Million 28.85%
% of portfolio
0.03%
Previous 0.02%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$83.32 - $97.27 $1.12 Million - $1.31 Million
-13,422 Reduced 27.07%
36,166 $3.1 Million
Q3 2024

Nov 12, 2024
SELL
$84.35 - $93.39 $323,819 - $358,524
-3,839 Reduced 7.19%
49,588 $4.35 Million
Q2 2024

Aug 14, 2024
SELL
$88.04 - $98.08 $380,773 - $424,196
-4,325 Reduced 7.49%
53,427 $4.87 Million
Q1 2024

May 15, 2024
SELL
$79.91 - $94.41 $610,192 - $720,914
-7,636 Reduced 11.68%
57,752 $5.45 Million
Q4 2023

Feb 14, 2024
SELL
$81.2 - $91.96 $6.82 Million - $7.72 Million
-83,989 Reduced 56.23%
65,388 $5.48 Million
Q3 2023

Nov 14, 2023
SELL
$79.09 - $93.36 $474 - $560
-6 Reduced -0.0%
149,377 $13.5 Million
Q2 2023

Aug 14, 2023
BUY
$76.59 - $87.23 $582,466 - $663,384
7,605 Added 5.36%
149,383 $12.1 Million
Q1 2023

Aug 14, 2023
SELL
$76.97 - $93.11 $585,356 - $708,101
-7,605 Reduced 5.09%
141,778 $11.7 Million
Q1 2023

May 15, 2023
SELL
$76.97 - $93.11 $1.18 Million - $1.43 Million
-15,379 Reduced 9.79%
141,778 $11.7 Million
Q4 2022

Feb 14, 2023
SELL
$76.09 - $94.08 $556,065 - $687,536
-7,308 Reduced 4.44%
157,157 $13.7 Million
Q3 2022

Nov 14, 2022
SELL
$67.49 - $84.09 $1.13 Million - $1.41 Million
-16,787 Reduced 9.26%
164,465 $11.8 Million
Q2 2022

Aug 11, 2022
SELL
$70.66 - $92.28 $86,487 - $112,950
-1,224 Reduced 0.67%
181,252 $13 Million
Q1 2022

May 16, 2022
BUY
$57.22 - $78.75 $2.27 Million - $3.13 Million
39,692 Added 27.8%
182,476 $13.9 Million
Q4 2021

Feb 14, 2022
BUY
$53.01 - $59.14 $700,739 - $781,771
13,219 Added 10.2%
142,784 $7.93 Million
Q3 2021

Nov 15, 2021
SELL
$45.79 - $54.81 $52,979 - $63,415
-1,157 Reduced 0.89%
129,565 $6.75 Million
Q2 2021

Aug 13, 2021
SELL
$47.07 - $56.19 $3.25 Million - $3.87 Million
-68,941 Reduced 34.53%
130,722 $7.04 Million
Q1 2021

May 14, 2021
BUY
$37.96 - $53.57 $535,046 - $755,069
14,095 Added 7.6%
199,663 $9.8 Million
Q4 2020

Feb 17, 2021
SELL
$27.71 - $41.6 $100,698 - $151,174
-3,634 Reduced 1.92%
185,568 $7.03 Million
Q3 2020

Nov 13, 2020
BUY
$29.95 - $38.58 $309,712 - $398,955
10,341 Added 5.78%
189,202 $5.67 Million
Q2 2020

Aug 13, 2020
BUY
$27.62 - $46.86 $2.82 Million - $4.78 Million
101,935 Added 132.51%
178,861 $6.77 Million
Q1 2020

May 15, 2020
BUY
$23.57 - $60.87 $195,607 - $505,160
8,299 Added 12.09%
76,926 $2.24 Million
Q4 2019

Feb 14, 2020
SELL
$55.9 - $61.99 $35,552 - $39,425
-636 Reduced 0.92%
68,627 $4.12 Million
Q3 2019

Nov 14, 2019
BUY
$59.2 - $63.13 $982,424 - $1.05 Million
16,595 Added 31.51%
69,263 $4.1 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-24,655 Reduced 31.89%
52,668 $3.36 Million
Q1 2019

May 14, 2019
BUY
N/A
24,761 Added 47.11%
77,323 $5.11 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-439,013 Reduced 89.31%
52,562 $3.01 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-155,406 Reduced 24.02%
491,575 $37.2 Million
Q2 2018

Aug 14, 2018
BUY
N/A
63,543 Added 10.89%
646,981 $49.1 Million
Q1 2018

May 15, 2018
SELL
N/A
-30,358 Reduced 4.95%
583,438 $39.3 Million
Q4 2017

Feb 13, 2018
BUY
N/A
573,591 Added 1426.67%
613,796 $44.5 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-919 Reduced 2.23%
40,205 $2.75 Million
Q2 2017

Aug 14, 2017
BUY
N/A
41,124
41,124 $2.67 Million

Others Institutions Holding XLE

# of Institutions
2,171
Shares Held
231M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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