United Capital Financial Advisers, LLC Select Sector Spdr Fund Health Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 106,312 shares of XLV stock, worth $15.2 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
106,312
Previous 107,088 0.72%
Holding current value
$15.2 Million
Previous $15.6 Million 4.91%
% of portfolio
0.08%
Previous 0.14%

Shares

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

Nov 12, 2024
SELL
$143.3 - $157.24 $111,200 - $122,018
-776 Reduced 0.72%
106,312 $16.4 Million
Q2 2024

Aug 14, 2024
SELL
$138.43 - $147.09 $22.4 Million - $23.8 Million
-161,993 Reduced 60.2%
107,088 $15.6 Million
Q1 2024

May 15, 2024
SELL
$138.48 - $147.86 $1.94 Million - $2.08 Million
-14,039 Reduced 4.96%
269,081 $39.8 Million
Q4 2023

Feb 14, 2024
SELL
$123.14 - $136.38 $5.11 Million - $5.66 Million
-41,513 Reduced 12.79%
283,120 $38.6 Million
Q3 2023

Nov 14, 2023
SELL
$128.74 - $136.24 $3.44 Million - $3.64 Million
-26,750 Reduced 7.61%
324,633 $41.8 Million
Q2 2023

Aug 14, 2023
SELL
$126.74 - $135.66 $2.09 Million - $2.24 Million
-16,487 Reduced 4.48%
351,383 $46.6 Million
Q1 2023

Aug 14, 2023
BUY
$124.15 - $135.82 $1.06 Million - $1.16 Million
8,517 Added 2.42%
359,900 $46.6 Million
Q1 2023

May 15, 2023
BUY
$124.15 - $135.82 $746,886 - $817,093
6,016 Added 1.66%
367,870 $47.6 Million
Q4 2022

Feb 14, 2023
SELL
$121.85 - $140.1 $1.18 Million - $1.35 Million
-9,647 Reduced 2.6%
361,854 $49.2 Million
Q3 2022

Nov 14, 2022
SELL
$121.11 - $134.29 $789,516 - $875,436
-6,519 Reduced 1.72%
371,501 $45 Million
Q2 2022

Aug 11, 2022
BUY
$119.89 - $142.83 $1.02 Million - $1.21 Million
8,471 Added 2.29%
378,020 $48.5 Million
Q1 2022

May 16, 2022
BUY
$126.55 - $139.44 $3.21 Million - $3.54 Million
25,398 Added 7.38%
369,549 $50.6 Million
Q4 2021

Feb 14, 2022
SELL
$125.34 - $141.49 $247,045 - $278,876
-1,971 Reduced 0.57%
344,151 $48.5 Million
Q3 2021

Nov 15, 2021
BUY
$127.07 - $136.85 $191,113 - $205,822
1,504 Added 0.44%
346,122 $44.1 Million
Q2 2021

Aug 13, 2021
BUY
$116.39 - $126.03 $253,497 - $274,493
2,178 Added 0.64%
344,618 $43.4 Million
Q1 2021

May 14, 2021
BUY
$110.8 - $118.5 $449,515 - $480,754
4,057 Added 1.2%
342,440 $40 Million
Q4 2020

Feb 17, 2021
SELL
$101.66 - $113.44 $7.91 Million - $8.83 Million
-77,821 Reduced 18.7%
338,383 $38.4 Million
Q3 2020

Nov 13, 2020
SELL
$100.71 - $109.44 $8.2 Million - $8.91 Million
-81,417 Reduced 16.36%
416,204 $43.9 Million
Q2 2020

Aug 13, 2020
BUY
$85.21 - $103.92 $4.18 Million - $5.09 Million
49,024 Added 10.93%
497,621 $49.8 Million
Q1 2020

May 15, 2020
SELL
$74.62 - $104.73 $21.7 Million - $30.5 Million
-291,148 Reduced 39.36%
448,597 $39.7 Million
Q4 2019

Feb 14, 2020
BUY
$87.95 - $103.11 $4.55 Million - $5.33 Million
51,718 Added 7.52%
739,745 $75.4 Million
Q3 2019

Nov 14, 2019
BUY
$89.33 - $92.0 $16.3 Million - $16.8 Million
182,441 Added 36.09%
688,027 $62 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-131,674 Reduced 20.66%
505,586 $46.8 Million
Q1 2019

May 14, 2019
SELL
N/A
-229,458 Reduced 26.47%
637,260 $58.5 Million
Q4 2018

Feb 14, 2019
BUY
N/A
41,623 Added 5.04%
866,718 $75 Million
Q3 2018

Nov 14, 2018
BUY
N/A
476,818 Added 136.91%
825,095 $78.5 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-76,817 Reduced 18.07%
348,277 $29.1 Million
Q1 2018

May 15, 2018
BUY
N/A
7,894 Added 1.89%
425,094 $34.6 Million
Q4 2017

Feb 13, 2018
BUY
N/A
11,840 Added 2.92%
417,200 $34.7 Million
Q3 2017

Nov 14, 2017
BUY
N/A
55,148 Added 15.75%
405,360 $33.1 Million
Q2 2017

Aug 14, 2017
BUY
N/A
350,212
350,212 $27.8 Million

Others Institutions Holding XLV

# of Institutions
1,939
Shares Held
203M
Call Options Held
10.6M
Put Options Held
16.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email