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
Other major holders of SHM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, BANK OF AMERICA CORP /DE/
Decreased |
| 1.4M |
-21.9% |
| $67.9M |
| 0.4% |
| $48.19 |
0 |
| 2025-Q4 | Decreased | 1.8M | -8.9% | $87.2M | 0.5% | $47.89 | 0 |
| 2025-Q3 | Decreased | 2M | -3.4% | $96.2M | 0.7% | $47.65 | 0 |
| 2025-Q2 | Decreased | 2.1M | -15.1% | $98.7M | 0.8% | $46.96 | 0 |
| 2025-Q1 | Decreased | 2.4M | -1.0% | $115.7M | 1.0% | $46.41 | 0 |
| 2024-Q4 | Decreased | 2.5M | -2.8% | $116.3M | 1.0% | $46.09 | 0 |
| 2024-Q3 | Increased | 2.5M | +0.2% | $121.6M | 1.0% | $46.47 | 47 |
| 2024-Q2 | Decreased | 2.5M | -0.9% | $119M | 1.0% | $45.27 | 0 |