SPDR SER TR

Ticker: SPMD CUSIP: 78464A847 Class: PORTFOLIO S&P400

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

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

Q4 2025
Shares 1,276,484 Value ($000) $73,921 Avg Close — Range —
Q3 2025
Shares 1,060,708 Value ($000) $60,662 Avg Close — Range —
Q2 2025
Shares 816,324 Value ($000) $44,392 Avg Close — Range —
Q1 2025
Shares 386,651 Value ($000) $19,789 Avg Close — Range —
Q4 2024
Shares 61,209 Value ($000) $3,348 Avg Close — Range —
Q3 2024
Shares 33,940 Value ($000) $1,856 Avg Close — Range —
Q2 2024
Shares 35,205 Value ($000) $1,806 Avg Close — Range —
Q1 2024
Shares 37,039 Value ($000) $1,976 Avg Close — Range —
Q4 2023
Shares 41,746 Value ($000) $2,034 Avg Close — Range —
Q3 2023
Shares 45,446 Value ($000) $1,990 Avg Close — Range —
Q2 2023
Shares 47,364 Value ($000) $2,174 Avg Close — Range —
Q1 2023
Shares 50,152 Value ($000) $2,204 Avg Close — Range —
Q4 2022
Shares 59,652 Value ($000) $2,535 Avg Close — Range —
Q3 2022
Shares 61,490 Value ($000) $2,371 Avg Close — Range —
Q2 2022
Shares 66,648 Value ($000) $2,645 Avg Close — Range —
Q1 2022
Shares 67,764 Value ($000) $3,196 Avg Close — Range —
Q4 2021
Shares 70,034 Value ($000) $3,484 Avg Close — Range —
Q3 2021
Shares 71,266 Value ($000) $3,290 Avg Close — Range —
Q2 2021
Shares 71,812 Value ($000) $3,390 Avg Close — Range —
Q1 2021
Shares 78,585 Value ($000) $3,596 Avg Close — Range —
Q4 2020
Shares 104,539 Value ($000) $4,223 Avg Close — Range —
Q3 2020
Shares 116,999 Value ($000) $3,818 Avg Close — Range —
Q2 2020
Shares 122,170 Value ($000) $3,818 Avg Close — Range —
Q1 2020
Shares 114,555 Value ($000) $2,902 Avg Close — Range —
Q4 2019
Shares 113,409 Value ($000) $4,109 Avg Close — Range —
Q3 2019
Shares 93,889 Value ($000) $3,182 Avg Close — Range —
Q2 2019
Shares 52,602 Value ($000) $1,792 Avg Close — Range —
Q1 2019
Shares 24,338 Value ($000) $811 Avg Close — Range —