SPDR SER TR

Ticker: SPYD CUSIP: 78468R788 Class: PRTFLO S&P500 HI

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

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

Q4 2025
Shares 39,896 Value ($000) $1,726 Avg Close — Range —
Q3 2025
Shares 48,711 Value ($000) $2,143 Avg Close — Range —
Q2 2025
Shares 57,100 Value ($000) $2,423 Avg Close — Range —
Q1 2025
Shares 61,051 Value ($000) $2,702 Avg Close — Range —
Q2 2023
Shares 8,224 Value ($000) $305 Avg Close — Range —
Q1 2023
Shares 8,605 Value ($000) $327 Avg Close — Range —
Q4 2022
Shares 8,613 Value ($000) $341 Avg Close — Range —
Q3 2022
Shares 10,646 Value ($000) $378 Avg Close — Range —
Q2 2022
Shares 5,992 Value ($000) $239 Avg Close — Range —
Q4 2018
Shares 70,614 Value ($000) $2,406 Avg Close — Range —