SPDR SER TR

Ticker: CWB CUSIP: 78464A359 Class: BBG CONV SEC ETF

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

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

Q4 2025
Shares 12,425 Value ($000) $1,108 Avg Close — Range —
Q3 2022
Shares 3,309 Value ($000) $209 Avg Close — Range —
Q1 2022
Shares 3,597 Value ($000) $277 Avg Close — Range —
Q4 2021
Shares 4,478 Value ($000) $371 Avg Close — Range —
Q4 2020
Shares 2,616 Value ($000) $217 Avg Close — Range —
Q3 2020
Shares 29,114 Value ($000) $2,006 Avg Close — Range —
Q2 2020
Shares 141,175 Value ($000) $8,541 Avg Close — Range —
Q1 2020
Shares 173,240 Value ($000) $8,291 Avg Close — Range —
Q4 2019
Shares 219,573 Value ($000) $12,186 Avg Close — Range —
Q3 2019
Shares 132,131 Value ($000) $6,930 Avg Close — Range —
Q2 2019
Shares 71,959 Value ($000) $3,804 Avg Close — Range —
Q1 2019
Shares 175,272 Value ($000) $9,158 Avg Close — Range —
Q4 2018
Shares 6,126 Value ($000) $286 Avg Close — Range —
Q3 2018
Shares 310,330 Value ($000) $16,739 Avg Close — Range —
Q2 2018
Shares 558,680 Value ($000) $29,621 Avg Close — Range —
Q1 2018
Shares 554,086 Value ($000) $28,624 Avg Close — Range —
Q4 2017
Shares 211,462 Value ($000) $10,700 Avg Close — Range —
Q2 2017
Shares 4,210 Value ($000) $209 Avg Close — Range —
Q4 2016
Shares 5,979 Value ($000) $273 Avg Close — Range —
Q3 2015
Shares 32,571 Value ($000) $1,457 Avg Close — Range —
Q1 2014
Shares 15,816 Value ($000) $765 Avg Close — Range —