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 17,992 shares of XLU stock, worth $1.43 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,992
Previous 6,251 187.83%
Holding current value
$1.43 Million
Previous $410,000 198.78%
% of portfolio
0.01%
Previous 0.0%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About UTILITIES SECTOR SPDR


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