United Capital Financial Advisers, LLC Utilities 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 Utilities Sector Spdr stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 18,023 shares of XLU stock, worth $1.41 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,023
Previous 21,147 14.77%
Holding current value
$1.41 Million
Previous $1.71 Million 20.14%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 13, 2025
SELL
$74.89 - $82.93 $233,956 - $259,073
-3,124 Reduced 14.77%
18,023 $1.36 Million
Q3 2024

Nov 12, 2024
BUY
$67.67 - $80.78 $213,498 - $254,860
3,155 Added 17.54%
21,147 $1.71 Million
Q2 2024

Aug 14, 2024
BUY
$62.77 - $72.87 $736,982 - $855,566
11,741 Added 187.83%
17,992 $1.23 Million
Q1 2024

May 15, 2024
SELL
$59.95 - $65.65 $33,931 - $37,157
-566 Reduced 8.3%
6,251 $410,000
Q4 2023

Feb 14, 2024
SELL
$56.19 - $65.96 $88,049 - $103,359
-1,567 Reduced 18.69%
6,817 $431,000
Q3 2023

Nov 14, 2023
SELL
$58.83 - $68.46 $2 Million - $2.33 Million
-34,033 Reduced 80.23%
8,384 $494,000
Q2 2023

Aug 14, 2023
SELL
$64.34 - $69.97 $246,100 - $267,635
-3,825 Reduced 8.27%
42,417 $2.78 Million
Q1 2023

Aug 14, 2023
BUY
$63.7 - $72.08 $243,652 - $275,706
3,825 Added 9.02%
46,242 $3.13 Million
Q1 2023

May 15, 2023
SELL
$63.7 - $72.08 $133,069 - $150,575
-2,089 Reduced 4.32%
46,242 $3.13 Million
Q4 2022

Feb 14, 2023
SELL
$61.52 - $72.67 $517,506 - $611,300
-8,412 Reduced 14.82%
48,331 $3.41 Million
Q3 2022

Nov 14, 2022
BUY
$65.51 - $78.12 $785,202 - $936,346
11,986 Added 26.78%
56,743 $3.72 Million
Q2 2022

Aug 11, 2022
BUY
$64.87 - $76.96 $1.37 Million - $1.63 Million
21,186 Added 89.88%
44,757 $3.14 Million
Q1 2022

May 16, 2022
SELL
$65.03 - $74.54 $116,338 - $133,352
-1,789 Reduced 7.05%
23,571 $1.76 Million
Q4 2021

Feb 14, 2022
SELL
$63.88 - $71.58 $96,522 - $108,157
-1,511 Reduced 5.62%
25,360 $1.82 Million
Q3 2021

Nov 15, 2021
BUY
$63.56 - $70.07 $10,423 - $11,491
164 Added 0.61%
26,871 $1.72 Million
Q2 2021

Aug 13, 2021
SELL
$63.23 - $67.72 $99,081 - $106,117
-1,567 Reduced 5.54%
26,707 $1.69 Million
Q1 2021

May 14, 2021
SELL
$58.36 - $64.15 $154,362 - $169,676
-2,645 Reduced 8.55%
28,274 $1.81 Million
Q4 2020

Feb 17, 2021
SELL
$59.98 - $66.76 $4.77 Million - $5.31 Million
-79,594 Reduced 72.02%
30,919 $1.94 Million
Q3 2020

Nov 13, 2020
BUY
$56.7 - $61.49 $1.13 Million - $1.22 Million
19,886 Added 21.94%
110,513 $6.56 Million
Q2 2020

Aug 13, 2020
SELL
$51.79 - $62.83 $16.9 Million - $20.6 Million
-327,195 Reduced 78.31%
90,627 $5.11 Million
Q1 2020

May 15, 2020
SELL
$44.93 - $70.98 $4.53 Million - $7.16 Million
-100,864 Reduced 19.45%
417,822 $23.1 Million
Q4 2019

Feb 14, 2020
SELL
$61.37 - $64.82 $17.2 Million - $18.2 Million
-280,366 Reduced 35.09%
518,686 $33.5 Million
Q3 2019

Nov 14, 2019
SELL
$62.5 - $64.93 $539,125 - $560,086
-8,626 Reduced 1.07%
799,052 $51.7 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-189,501 Reduced 19.0%
807,678 $48.2 Million
Q1 2019

May 14, 2019
SELL
N/A
-1,210 Reduced 0.12%
997,179 $58 Million
Q4 2018

Feb 14, 2019
BUY
N/A
238,404 Added 31.37%
998,389 $52.8 Million
Q3 2018

Nov 14, 2018
BUY
N/A
570,924 Added 301.98%
759,985 $40 Million
Q2 2018

Aug 14, 2018
BUY
N/A
156,282 Added 476.77%
189,061 $9.82 Million
Q1 2018

May 15, 2018
BUY
N/A
32,779 New
32,779 $0
Q4 2017

Feb 13, 2018
SELL
N/A
-1,328,555 Closed
0 $0
Q3 2017

Nov 14, 2017
SELL
N/A
-222,452 Reduced 14.34%
1,328,555 $70.5 Million
Q2 2017

Aug 14, 2017
BUY
N/A
1,551,007
1,551,007 $80.6 Million

Others Institutions Holding XLU

# of Institutions
1,555
Shares Held
153M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

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