United Capital Financial Advisers, LLC Financial Sector Spdr Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 78,127 shares of XLF stock, worth $3.83 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
78,127
Previous 92,000 15.08%
Holding current value
$3.83 Million
Previous $3.78 Million 6.4%
% of portfolio
0.02%
Previous 0.03%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$40.84 - $45.74 $566,573 - $634,551
-13,873 Reduced 15.08%
78,127 $3.54 Million
Q2 2024

Aug 14, 2024
SELL
$39.59 - $42.49 $4.6 Million - $4.94 Million
-116,172 Reduced 55.81%
92,000 $3.78 Million
Q1 2024

May 15, 2024
SELL
$37.27 - $42.12 $612,793 - $692,537
-16,442 Reduced 7.32%
208,172 $8.77 Million
Q4 2023

Feb 14, 2024
SELL
$31.45 - $37.72 $9.75 Million - $11.7 Million
-310,093 Reduced 57.99%
224,614 $8.45 Million
Q3 2023

Nov 14, 2023
SELL
$33.17 - $35.6 $1.29 Million - $1.38 Million
-38,860 Reduced 6.78%
534,707 $17.7 Million
Q2 2023

Aug 14, 2023
SELL
$31.55 - $33.71 $244,544 - $261,286
-7,751 Reduced 1.33%
573,567 $19.3 Million
Q1 2023

Aug 14, 2023
BUY
$30.98 - $37.0 $240,125 - $286,787
7,751 Added 1.35%
581,318 $18.7 Million
Q1 2023

May 15, 2023
BUY
$30.98 - $37.0 $3.29 Million - $3.93 Million
106,101 Added 22.33%
581,318 $18.7 Million
Q4 2022

Feb 14, 2023
SELL
$30.29 - $36.31 $572,935 - $686,803
-18,915 Reduced 3.83%
475,217 $16.3 Million
Q3 2022

Nov 14, 2022
SELL
$30.36 - $35.81 $2.17 Million - $2.56 Million
-71,541 Reduced 12.65%
494,132 $15 Million
Q2 2022

Aug 11, 2022
BUY
$30.84 - $38.22 $671,386 - $832,049
21,770 Added 4.0%
565,673 $17.8 Million
Q1 2022

May 16, 2022
BUY
$35.66 - $41.42 $2.59 Million - $3.01 Million
72,679 Added 15.42%
543,903 $20.8 Million
Q4 2021

Feb 14, 2022
BUY
$37.54 - $40.62 $770,470 - $833,684
20,524 Added 4.55%
471,224 $18.4 Million
Q3 2021

Nov 15, 2021
BUY
$35.11 - $39.0 $132,540 - $147,225
3,775 Added 0.84%
450,700 $16.9 Million
Q2 2021

Aug 13, 2021
BUY
$34.47 - $38.47 $423,705 - $472,873
12,292 Added 2.83%
446,925 $16.4 Million
Q1 2021

May 14, 2021
BUY
$28.95 - $34.77 $1.38 Million - $1.66 Million
47,625 Added 12.31%
434,633 $14.8 Million
Q4 2020

Feb 17, 2021
SELL
$23.61 - $29.48 $775,895 - $968,801
-32,863 Reduced 7.83%
387,008 $11.4 Million
Q3 2020

Nov 13, 2020
SELL
$22.68 - $25.49 $21,886 - $24,597
-965 Reduced 0.23%
419,871 $10.1 Million
Q2 2020

Aug 13, 2020
BUY
$19.55 - $26.74 $1.65 Million - $2.26 Million
84,458 Added 25.11%
420,836 $9.74 Million
Q1 2020

May 15, 2020
SELL
$17.66 - $31.17 $20.8 Million - $36.8 Million
-1,180,142 Reduced 77.82%
336,378 $7 Million
Q4 2019

Feb 14, 2020
BUY
$26.78 - $30.94 $3.19 Million - $3.69 Million
119,269 Added 8.54%
1,516,520 $46.7 Million
Q3 2019

Nov 14, 2019
SELL
$27.86 - $28.52 $1.17 Million - $1.19 Million
-41,850 Reduced 2.91%
1,397,251 $39.1 Million
Q2 2019

Aug 13, 2019
BUY
N/A
874,281 Added 154.79%
1,439,101 $39.7 Million
Q1 2019

May 14, 2019
SELL
N/A
-327,826 Reduced 36.73%
564,820 $14.5 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-707,506 Reduced 44.21%
892,646 $21.3 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-232,401 Reduced 12.68%
1,600,152 $44.1 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-247,660 Reduced 11.91%
1,832,553 $48.7 Million
Q1 2018

May 15, 2018
BUY
N/A
2,080,213 New
2,080,213 $57.4 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-2,129,267 Closed
0 $0
Q3 2017

Nov 14, 2017
SELL
N/A
-10,526 Reduced 0.49%
2,129,267 $55.1 Million
Q2 2017

Aug 14, 2017
BUY
N/A
2,139,793
2,139,793 $52.8 Million

Others Institutions Holding XLF

# of Institutions
1,839
Shares Held
696M
Call Options Held
161M
Put Options Held
320M
View Full List

About FINANCIAL SECTOR SPDR

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