UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1463217
IRVING, TX
Position in XLB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$949,829
-$149,863 QoQ
Shares Held
19,008
-21.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $949,829 | 19,008 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,099,692 | 24,249 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $437,704 | 4,884 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $483,130 | 5,502 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $489,312 | 5,691 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $526,968 | 6,263 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $633,987 | 6,578 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $586,996 | 6,647 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $651,716 | 7,016 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $765,155 | 8,945 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,239,519 | 15,780 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,332,881 | 16,084 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,457,284 | 18,067 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $286,095 | 3,683 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $2,180,808 | 32,066 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,381,107 | 32,352 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,593,046 | 18,072 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $331,179 | 3,655 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $266,758 | 3,372 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $238,122 | 2,893 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $248,929 | 3,159 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $264,078 | 3,648 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $8,436,182 | 132,561 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,318,915 | 41,152 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,061,232 | 23,562 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||