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SHMSHM
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Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED 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 $65.1M as of 2026-Q2. The position was decreased (-4.4% shares). SHM represents 0.4% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$65.1M

Current Shares

1.4M

Total Value Change

-$56.5M

Total Shares Change

-1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.4M
-4.4%
$65.1M0.4%$47.76
0
2026-Q1
Decreased
1.4M
-21.9%
$67.9M0.4%$47.30
0
2025-Q4
Decreased
1.8M
-8.9%
$87.2M0.5%$47.25
0
2025-Q3
Decreased
2M
-3.4%
$96.2M0.7%$47.05
0
2025-Q2
Decreased
2.1M
-15.1%
$98.7M0.8%$46.37
0
2025-Q1
Decreased
2.4M
-1.0%
$115.7M1.0%$45.85
0
2024-Q4
Decreased
2.5M
-2.8%
$116.3M1.0%$45.45
0
2024-Q3
Increased
2.5M
+0.2%
$121.6M1.0%$45.81
47

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

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