SPDR INDEX SHS FDS

Ticker: CWI CUSIP: 78463X848 Class: ETF

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 59,896 Value ($000) $2,151 Avg Close Range
Q3 2025
Shares 67,287 Value ($000) $2,350 Avg Close Range
Q2 2025
Shares 69,006 Value ($000) $2,254 Avg Close Range
Q1 2025
Shares 79,403 Value ($000) $2,349 Avg Close Range
Q4 2024
Shares 79,433 Value ($000) $2,219 Avg Close Range
Q3 2024
Shares 83,392 Value ($000) $2,538 Avg Close Range
Q2 2024
Shares 85,443 Value ($000) $2,419 Avg Close Range
Q1 2024
Shares 99,088 Value ($000) $2,814 Avg Close Range
Q4 2023
Shares 111,383 Value ($000) $3,012 Avg Close Range
Q3 2023
Shares 153,659 Value ($000) $3,825 Avg Close Range
Q2 2023
Shares 158,180 Value ($000) $4,133 Avg Close Range
Q1 2023
Shares 156,963 Value ($000) $4,039 Avg Close Range
Q4 2022
Shares 166,048 Value ($000) $3,995 Avg Close Range
Q3 2022
Shares 213,038 Value ($000) $4,519 Avg Close Range
Q2 2022
Shares 236,968 Value ($000) $5,635 Avg Close Range
Q1 2022
Shares 260,148 Value ($000) $7,159 Avg Close Range
Q4 2021
Shares 276,090 Value ($000) $8,092 Avg Close Range
Q3 2021
Shares 282,230 Value ($000) $8,176 Avg Close Range
Q2 2021
Shares 281,438 Value ($000) $8,499 Avg Close Range
Q1 2021
Shares 289,888 Value ($000) $8,381 Avg Close Range
Q4 2020
Shares 274,872 Value ($000) $7,600 Avg Close Range
Q3 2020
Shares 261,213 Value ($000) $6,282 Avg Close Range
Q2 2020
Shares 245,913 Value ($000) $5,572 Avg Close Range
Q1 2020
Shares 259,761 Value ($000) $5,122 Avg Close Range
Q4 2019
Shares 218,796 Value ($000) $5,638 Avg Close Range
Q3 2019
Shares 193,070 Value ($000) $4,641 Avg Close Range
Q2 2019
Shares 86,742 Value ($000) $3,181 Avg Close Range
Q1 2019
Shares 53,740 Value ($000) $1,946 Avg Close Range
Q4 2018
Shares 16,329 Value ($000) $535 Avg Close Range