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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 5,158 shares of SMLV (SPDR SERIES TRUST), worth $707,846 as of 2026-Q1. The position was decreased (-3.0% shares). SMLV represents 0.0% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$707,846

Current Shares

5,158

Total Value Change

-$75,388

Total Shares Change

-1,147

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
5,158
-3.0%
$707,8460.0%$141.74
0
2025-Q4
Decreased
5,320
-4.2%
$697,5970.0%$132.10
0
2025-Q3
Decreased
5,554
-4.0%
$720,5730.0%$128.31
0
2025-Q2
Decreased
5,786
-1.9%
$723,9010.0%$123.36
0
2025-Q1
Decreased
5,900
-3.0%
$724,9010.0%$120.29
0
2024-Q4
Decreased
6,084
-3.5%
$776,4380.0%$124.24
0
2024-Q3
Decreased
6,305
-3.3%
$783,2340.0%$118.86
0

Other major holders of SMLV: Steward Partners Investment Advisory, LLC, AMERIPRISE FINANCIAL INC

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