SPDR SER TR

Ticker: SPYM CUSIP: 78464A854 Class: ETF

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

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

Q4 2025
Shares 9,256 Value ($000) $743 Avg Close Range
Q3 2025
Shares 9,658 Value ($000) $757 Avg Close Range
Q2 2025
Shares 10,781 Value ($000) $784 Avg Close Range
Q1 2025
Shares 10,874 Value ($000) $715 Avg Close Range
Q4 2024
Shares 12,334 Value ($000) $850 Avg Close Range
Q3 2024
Shares 12,149 Value ($000) $820 Avg Close Range
Q2 2024
Shares 12,785 Value ($000) $818 Avg Close Range
Q1 2024
Shares 13,663 Value ($000) $841 Avg Close Range
Q4 2023
Shares 11,844 Value ($000) $662 Avg Close Range
Q3 2023
Shares 12,225 Value ($000) $614 Avg Close Range
Q2 2023
Shares 13,196 Value ($000) $688 Avg Close Range
Q1 2023
Shares 11,532 Value ($000) $555 Avg Close Range
Q4 2022
Shares 13,046 Value ($000) $587 Avg Close Range
Q3 2022
Shares 14,962 Value ($000) $628 Avg Close Range
Q2 2022
Shares 14,136 Value ($000) $627 Avg Close Range
Q1 2022
Shares 14,136 Value ($000) $751 Avg Close Range
Q4 2021
Shares 12,535 Value ($000) $700 Avg Close Range
Q3 2021
Shares 12,462 Value ($000) $629 Avg Close Range
Q2 2021
Shares 9,566 Value ($000) $481 Avg Close Range
Q4 2019
Shares 5,376 Value ($000) $203 Avg Close Range
Q3 2019
Shares 6,499 Value ($000) $226 Avg Close Range
Q2 2019
Shares 8,170 Value ($000) $282 Avg Close Range