SPDR S&P MIDCAP 400 ETF TR

Ticker: MDY CUSIP: 78467Y107 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 6,120 Value ($000) $3,692 Avg Close Range
Q3 2025
Shares 5,572 Value ($000) $3,321 Avg Close Range
Q2 2025
Shares 5,630 Value ($000) $3,189 Avg Close Range
Q1 2025
Shares 6,290 Value ($000) $3,356 Avg Close Range
Q4 2024
Shares 6,322 Value ($000) $3,601 Avg Close Range
Q3 2024
Shares 6,544 Value ($000) $3,728 Avg Close Range
Q2 2024
Shares 6,715 Value ($000) $3,593 Avg Close Range
Q1 2024
Shares 6,729 Value ($000) $3,744 Avg Close Range
Q4 2023
Shares 6,925 Value ($000) $3,514 Avg Close Range
Q3 2023
Shares 8,980 Value ($000) $4,101 Avg Close Range
Q2 2023
Shares 9,028 Value ($000) $4,324 Avg Close Range
Q1 2023
Shares 9,121 Value ($000) $4,181 Avg Close Range
Q4 2022
Shares 9,271 Value ($000) $4,105 Avg Close Range
Q3 2022
Shares 9,605 Value ($000) $3,858 Avg Close Range
Q2 2022
Shares 10,606 Value ($000) $4,385 Avg Close Range
Q1 2022
Shares 10,158 Value ($000) $4,982 Avg Close Range
Q4 2021
Shares 9,769 Value ($000) $5,057 Avg Close Range
Q3 2021
Shares 10,248 Value ($000) $4,928 Avg Close Range
Q2 2021
Shares 10,435 Value ($000) $5,124 Avg Close Range
Q1 2021
Shares 11,785 Value ($000) $5,610 Avg Close Range
Q4 2020
Shares 11,788 Value ($000) $4,950 Avg Close Range
Q3 2020
Shares 11,574 Value ($000) $3,922 Avg Close Range
Q2 2020
Shares 11,688 Value ($000) $3,793 Avg Close Range
Q1 2020
Shares 12,916 Value ($000) $3,395 Avg Close Range
Q4 2019
Shares 12,908 Value ($000) $4,845 Avg Close Range
Q3 2019
Shares 12,838 Value ($000) $4,525 Avg Close Range
Q2 2019
Shares 14,284 Value ($000) $5,065 Avg Close Range
Q1 2019
Shares 14,631 Value ($000) $5,054 Avg Close Range
Q4 2018
Shares 15,346 Value ($000) $4,645 Avg Close Range
Q3 2018
Shares 14,928 Value ($000) $5,485 Avg Close Range
Q2 2018
Shares 15,310 Value ($000) $5,435 Avg Close Range
Q1 2018
Shares 15,005 Value ($000) $5,128 Avg Close Range
Q4 2017
Shares 15,242 Value ($000) $5,293 Avg Close Range
Q3 2017
Shares 16,412 Value ($000) $5,356 Avg Close Range
Q2 2017
Shares 16,107 Value ($000) $5,116 Avg Close Range
Q1 2017
Shares 20,067 Value ($000) $6,269 Avg Close Range
Q4 2016
Shares 16,890 Value ($000) $5,096 Avg Close Range
Q3 2016
Shares 16,784 Value ($000) $4,738 Avg Close Range
Q2 2016
Shares 16,827 Value ($000) $4,577 Avg Close Range
Q1 2016
Shares 15,868 Value ($000) $4,169 Avg Close Range
Q4 2015
Shares 15,863 Value ($000) $4,030 Avg Close Range
Q3 2015
Shares 15,782 Value ($000) $3,928 Avg Close Range
Q2 2015
Shares 117,232 Value ($000) $32,028 Avg Close Range
Q1 2015
Shares 117,357 Value ($000) $32,056 Avg Close Range
Q4 2014
Shares 16,850 Value ($000) $4,448 Avg Close Range
Q3 2014
Shares 15,248 Value ($000) $3,802 Avg Close Range
Q2 2014
Shares 96,289 Value ($000) $25,089 Avg Close Range
Q1 2014
Shares 30,106 Value ($000) $7,544 Avg Close Range
Q4 2013
Shares 13,739 Value ($000) $3,355 Avg Close Range
Q3 2013
Shares 17,095 Value ($000) $3,869 Avg Close Range
Q2 2013
Shares 16,263 Value ($000) $3,417 Avg Close Range