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SHM
Showing 8 of 29 quarters

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

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1.4M shares of SHM (SPDR SERIES TRUST), worth $67.9M as of 2026-Q1. The position was decreased (-21.9% shares). SHM represents 0.4% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$67.9M

Current Shares

1.4M

Total Value Change

-$51M

Total Shares Change

-1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.4M
-21.9%
$67.9M0.4%$48.19
0
2025-Q4
Decreased
1.8M
-8.9%
$87.2M0.5%$47.89
0
2025-Q3
Decreased
2M
-3.4%
$96.2M0.7%$47.65
0
2025-Q2
Decreased
2.1M
-15.1%
$98.7M0.8%$46.96
0
2025-Q1
Decreased
2.4M
-1.0%
$115.7M1.0%$46.41
0
2024-Q4
Decreased
2.5M
-2.8%
$116.3M1.0%$46.09
0
2024-Q3
Increased
2.5M
+0.2%
$121.6M1.0%$46.47
47
2024-Q2
Decreased
2.5M
-0.9%
$119M1.0%$45.27
0

Other major holders of SHM: BANK OF AMERICA CORP /DE/

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