SPDR SER TR

Ticker: SPHY CUSIP: 78468R606 Class: PORTFLI HIGH YLD

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

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

Q4 2025
Shares 16,284 Value ($000) $385 Avg Close — Range —
Q3 2025
Shares 15,952 Value ($000) $382 Avg Close — Range —
Q2 2025
Shares 15,820 Value ($000) $377 Avg Close — Range —
Q1 2025
Shares 15,823 Value ($000) $371 Avg Close — Range —
Q4 2024
Shares 14,820 Value ($000) $348 Avg Close — Range —
Q3 2024
Shares 14,728 Value ($000) $354 Avg Close — Range —
Q2 2024
Shares 15,130 Value ($000) $351 Avg Close — Range —
Q1 2024
Shares 15,023 Value ($000) $352 Avg Close — Range —
Q4 2023
Shares 16,207 Value ($000) $379 Avg Close — Range —