SPDR SER TR

Ticker: SLYV CUSIP: 78464A300 Class: S&P 600 SMCP VAL

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

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

Q4 2025
Shares 12,208 Value ($000) $1,111 Avg Close Range
Q3 2025
Shares 10,754 Value ($000) $953 Avg Close Range
Q2 2025
Shares 11,754 Value ($000) $938 Avg Close Range
Q1 2025
Shares 12,529 Value ($000) $982 Avg Close Range
Q4 2024
Shares 12,707 Value ($000) $1,109 Avg Close Range
Q3 2024
Shares 12,714 Value ($000) $1,104 Avg Close Range
Q2 2024
Shares 12,876 Value ($000) $1,008 Avg Close Range
Q1 2024
Shares 13,018 Value ($000) $1,080 Avg Close Range
Q4 2023
Shares 13,538 Value ($000) $1,128 Avg Close Range
Q3 2023
Shares 13,926 Value ($000) $1,008 Avg Close Range
Q2 2023
Shares 14,249 Value ($000) $1,100 Avg Close Range
Q1 2023
Shares 17,056 Value ($000) $1,299 Avg Close Range
Q4 2022
Shares 19,057 Value ($000) $1,414 Avg Close Range
Q3 2022
Shares 20,025 Value ($000) $1,344 Avg Close Range
Q2 2022
Shares 21,603 Value ($000) $1,564 Avg Close Range
Q1 2022
Shares 21,527 Value ($000) $1,794 Avg Close Range
Q4 2021
Shares 23,187 Value ($000) $1,964 Avg Close Range
Q3 2021
Shares 23,710 Value ($000) $1,943 Avg Close Range
Q2 2021
Shares 25,251 Value ($000) $2,164 Avg Close Range
Q1 2021
Shares 27,771 Value ($000) $2,277 Avg Close Range
Q4 2020
Shares 32,539 Value ($000) $2,154 Avg Close Range
Q3 2020
Shares 36,408 Value ($000) $1,824 Avg Close Range
Q2 2020
Shares 43,262 Value ($000) $2,125 Avg Close Range
Q1 2020
Shares 45,998 Value ($000) $1,879 Avg Close Range
Q4 2019
Shares 44,952 Value ($000) $2,954 Avg Close Range
Q3 2019
Shares 44,216 Value ($000) $2,709 Avg Close Range
Q2 2019
Shares 42,079 Value ($000) $2,553 Avg Close Range
Q1 2019
Shares 38,783 Value ($000) $2,339 Avg Close Range
Q4 2018
Shares 37,146 Value ($000) $1,999 Avg Close Range
Q3 2018
Shares 34,344 Value ($000) $2,345 Avg Close Range
Q2 2018
Shares 37,117 Value ($000) $2,479 Avg Close Range
Q1 2018
Shares 17,867 Value ($000) $2,206 Avg Close Range