SPDR INDEX SHS FDS

Ticker: SPDW CUSIP: 78463X889 Class: PORTFOLIO DEVLPD

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

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

Q4 2025
Shares 127,505 Value ($000) $5,663 Avg Close — Range —
Q3 2025
Shares 138,381 Value ($000) $5,921 Avg Close — Range —
Q2 2025
Shares 140,821 Value ($000) $5,702 Avg Close — Range —
Q1 2025
Shares 166,461 Value ($000) $6,061 Avg Close — Range —
Q4 2024
Shares 173,817 Value ($000) $5,932 Avg Close — Range —
Q3 2024
Shares 171,711 Value ($000) $6,449 Avg Close — Range —
Q2 2024
Shares 177,650 Value ($000) $6,232 Avg Close — Range —
Q1 2024
Shares 181,020 Value ($000) $6,488 Avg Close — Range —
Q4 2023
Shares 208,120 Value ($000) $7,078 Avg Close — Range —
Q3 2023
Shares 219,311 Value ($000) $6,801 Avg Close — Range —
Q2 2023
Shares 225,934 Value ($000) $7,352 Avg Close — Range —
Q1 2023
Shares 245,127 Value ($000) $7,873 Avg Close — Range —
Q4 2022
Shares 275,416 Value ($000) $8,177 Avg Close — Range —
Q3 2022
Shares 307,950 Value ($000) $7,945 Avg Close — Range —
Q2 2022
Shares 341,076 Value ($000) $9,837 Avg Close — Range —
Q1 2022
Shares 340,723 Value ($000) $11,680 Avg Close — Range —
Q4 2021
Shares 338,122 Value ($000) $12,335 Avg Close — Range —
Q3 2021
Shares 340,209 Value ($000) $12,319 Avg Close — Range —
Q2 2021
Shares 344,665 Value ($000) $12,680 Avg Close — Range —
Q1 2021
Shares 363,372 Value ($000) $12,849 Avg Close — Range —
Q4 2020
Shares 471,223 Value ($000) $15,904 Avg Close — Range —
Q3 2020
Shares 509,012 Value ($000) $14,894 Avg Close — Range —
Q2 2020
Shares 541,435 Value ($000) $14,954 Avg Close — Range —
Q1 2020
Shares 548,045 Value ($000) $13,120 Avg Close — Range —
Q4 2019
Shares 503,724 Value ($000) $15,792 Avg Close — Range —
Q3 2019
Shares 441,926 Value ($000) $12,975 Avg Close — Range —
Q2 2019
Shares 318,492 Value ($000) $9,424 Avg Close — Range —
Q1 2019
Shares 167,877 Value ($000) $4,904 Avg Close — Range —
Q4 2018
Shares 163,323 Value ($000) $4,320 Avg Close — Range —
Q1 2015
Shares 7,072 Value ($000) $208 Avg Close — Range —
Q4 2014
Shares 8,570 Value ($000) $231 Avg Close — Range —