Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

JNKJNK
28 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in SPDR SERIES TRUST

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 68,722 shares of JNK (SPDR SERIES TRUST), worth $6.6M as of 2026-Q1. The position was decreased (-87.3% shares). JNK represents 0.0% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$6.6M

Current Shares

68,722

Total Value Change

-$3M

Total Shares Change

-18,862

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
68,722
-87.3%
$6.6M0.0%$96.46
0
2025-Q4
Decreased
542,317
-32.5%
$52.7M0.3%$96.74
0
2025-Q3
Decreased
803,328
-14.4%
$78.7M0.6%$95.43
0
2025-Q2
Decreased
938,536
-14.3%
$91.3M0.7%$92.78
0
2025-Q1
Decreased
1.1M
-7.0%
$104.3M0.9%$89.61
0
2024-Q4
Decreased
1.2M
-0.6%
$112.3M0.9%$88.89
0
2024-Q3
Increased
1.2M
+0.7%
$115.8M1.0%$89.07
43
2024-Q2
Increased
1.2M
+0.5%
$110.9M1.0%$84.45
42
2024-Q1
Decreased
1.2M
-1.8%
$111.4M0.9%$83.86
0
2023-Q4
Decreased
1.2M
-45.5%
$112.9M0.9%$82.51
0
2023-Q3
Decreased
2.2M
-18.9%
$197.7M1.3%$76.99
0
2023-Q2
Increased
2.7M
+5.0%
$248M1.4%$74.60
51
2023-Q1
Increased
2.6M
+3.8%
$238.3M1.3%$74.04
50
2022-Q4
Increased
2.5M
+6.9%
$222.7M1.2%$73.40
52
2022-Q3
Increased
2.3M
+7.3%
$203.3M1.2%$70.37
52
2022-Q2
Increased
2.2M
+9.6%
$195.7M1.1%$71.34
53
2022-Q1
Increased
2M
+14.3%
$201.7M1.0%$79.82
49
2021-Q4
Increased
1.7M
+14.8%
$186.9M0.9%$83.56
49
2021-Q3
Increased
1.5M
+17.2%
$164M0.8%$83.11
50
2021-Q2
Increased
1.3M
+30.1%
$140.7M0.7%$82.62
54
2021-Q1
Increased
983,526
+27.5%
$107M0.6%$80.56
53
2020-Q4
Increased
771,175
+78.1%
$84M0.5%$80.28
64
2020-Q3
Increased
432,968
+224.1%
$45.1M0.3%$75.38
56
2020-Q2
Increased
133,576
+86.3%
$13.5M0.1%$70.08
44
2020-Q1
Decreased
71,711
-66.6%
$6.8M0.1%$64.67
0
2019-Q4
Increased
214,617
+34.8%
$23.5M0.2%$74.11
44
2019-Q3
Increased
159,217
+81.8%
$17.3M0.1%$72.27
52
2019-Q2
New
87,584
-
$9.5M0.1%$73.81
38

Other major holders of JNK: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, JANE STREET GROUP, LLC, STATE STREET CORP

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