United Capital Financial Advisers, LLC Financial Sector Spdr Transaction History

United Capital Financial Advisers, LLC

$12.1 Billion
Q2 2025

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 64,568 shares of XLF stock, worth $3.35 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

64,568

Previous 69,759 7.44%

Holding current value

$3.35 Million

Previous $3.47 Million 2.68%

% of portfolio

0.03%

Previous 0.03%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$43.92 - $52.37 $227,988 - $271,852	-5,191 Reduced 7.44%	64,568 $3.38 Million
Q1 2025 May 13, 2025	SELL	$47.32 - $52.19 $154,689 - $170,609	-3,269 Reduced 4.48%	69,759 $3.47 Million
Q4 2024 Feb 13, 2025	SELL	$44.89 - $51.34 $228,894 - $261,782	-5,099 Reduced 6.53%	73,028 $3.53 Million
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

2,116

Shares Held

994M

Call Options Held

175M

Put Options Held

239M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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United Capital Financial Advisers, LLC Financial Sector Spdr Transaction History