SPDR SER TR

Ticker: SPMB CUSIP: 78464A383 Class: PORT MTG BK ETF

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

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

Q4 2025
Shares 39,498 Value ($000) $885 Avg Close — Range —
Q3 2025
Shares 50,106 Value ($000) $1,124 Avg Close — Range —
Q2 2025
Shares 65,433 Value ($000) $1,446 Avg Close — Range —
Q1 2025
Shares 89,948 Value ($000) $1,983 Avg Close — Range —
Q4 2024
Shares 117,467 Value ($000) $2,531 Avg Close — Range —
Q3 2024
Shares 124,046 Value ($000) $2,795 Avg Close — Range —
Q2 2024
Shares 136,239 Value ($000) $2,939 Avg Close — Range —
Q1 2024
Shares 150,671 Value ($000) $3,273 Avg Close — Range —
Q4 2023
Shares 267,881 Value ($000) $5,912 Avg Close — Range —
Q3 2023
Shares 882,999 Value ($000) $18,366 Avg Close — Range —
Q2 2023
Shares 869,870 Value ($000) $19,059 Avg Close — Range —
Q1 2023
Shares 892,762 Value ($000) $19,801 Avg Close — Range —
Q4 2022
Shares 1,050,977 Value ($000) $22,806 Avg Close — Range —
Q3 2022
Shares 1,302,274 Value ($000) $27,934 Avg Close — Range —
Q2 2022
Shares 1,496,537 Value ($000) $34,196 Avg Close — Range —
Q1 2022
Shares 1,635,342 Value ($000) $39,183 Avg Close — Range —
Q4 2021
Shares 1,635,218 Value ($000) $41,502 Avg Close — Range —
Q3 2021
Shares 1,427,403 Value ($000) $36,713 Avg Close — Range —
Q2 2021
Shares 1,193,992 Value ($000) $30,877 Avg Close — Range —
Q1 2021
Shares 979,291 Value ($000) $25,393 Avg Close — Range —
Q4 2020
Shares 789,019 Value ($000) $20,846 Avg Close — Range —
Q3 2020
Shares 633,775 Value ($000) $16,884 Avg Close — Range —
Q2 2020
Shares 395,803 Value ($000) $10,604 Avg Close — Range —