SPDR SER TR

Ticker: SPYX CUSIP: 78468R796 Class: SPDR S&P 500 ETF

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

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

Q4 2025
Shares 30,322 Value ($000) $1,704 Avg Close Range
Q3 2025
Shares 29,450 Value ($000) $1,615 Avg Close Range
Q2 2025
Shares 27,839 Value ($000) $1,418 Avg Close Range
Q1 2025
Shares 27,791 Value ($000) $1,271 Avg Close Range
Q4 2024
Shares 28,098 Value ($000) $1,353 Avg Close Range
Q3 2024
Shares 28,048 Value ($000) $1,325 Avg Close Range
Q2 2024
Shares 28,064 Value ($000) $1,252 Avg Close Range
Q1 2024
Shares 26,827 Value ($000) $1,148 Avg Close Range
Q4 2023
Shares 27,310 Value ($000) $1,060 Avg Close Range
Q3 2023
Shares 27,405 Value ($000) $952 Avg Close Range
Q2 2023
Shares 29,184 Value ($000) $1,056 Avg Close Range
Q1 2023
Shares 29,068 Value ($000) $966 Avg Close Range
Q4 2022
Shares 9,645 Value ($000) $900 Avg Close Range
Q3 2022
Shares 7,947 Value ($000) $693 Avg Close Range
Q2 2022
Shares 5,991 Value ($000) $553 Avg Close Range
Q1 2022
Shares 5,434 Value ($000) $603 Avg Close Range
Q4 2021
Shares 6,706 Value ($000) $789 Avg Close Range
Q3 2021
Shares 6,600 Value ($000) $701 Avg Close Range
Q2 2021
Shares 6,843 Value ($000) $726 Avg Close Range
Q1 2021
Shares 6,817 Value ($000) $670 Avg Close Range
Q4 2020
Shares 6,795 Value ($000) $632 Avg Close Range
Q3 2020
Shares 6,468 Value ($000) $540 Avg Close Range
Q2 2020
Shares 5,796 Value ($000) $442 Avg Close Range
Q1 2020
Shares 5,498 Value ($000) $351 Avg Close Range
Q4 2019
Shares 5,463 Value ($000) $431 Avg Close Range
Q3 2019
Shares 4,897 Value ($000) $356 Avg Close Range
Q2 2019
Shares 4,714 Value ($000) $337 Avg Close Range
Q1 2019
Shares 4,659 Value ($000) $318 Avg Close Range
Q4 2018
Shares 4,619 Value ($000) $281 Avg Close Range
Q3 2018
Shares 4,338 Value ($000) $306 Avg Close Range
Q2 2018
Shares 4,324 Value ($000) $285 Avg Close Range
Q1 2018
Shares 4,171 Value ($000) $269 Avg Close Range
Q4 2017
Shares 3,294 Value ($000) $213 Avg Close Range