Position history for UNITED 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
-$9,262
Total Shares Change
-1,360
Other major holders of SMLV: AMERIPRISE FINANCIAL INC
Decreased |
| 5,158 |
-3.0% |
| $707,846 |
| 0.0% |
| $141.74 |
0 |
| 2025-Q4 | Decreased | 5,320 | -4.2% | $697,597 | 0.0% | $132.10 | 0 |
| 2025-Q3 | Decreased | 5,554 | -4.0% | $720,573 | 0.0% | $128.31 | 0 |
| 2025-Q2 | Decreased | 5,786 | -1.9% | $723,901 | 0.0% | $123.36 | 0 |
| 2025-Q1 | Decreased | 5,900 | -3.0% | $724,901 | 0.0% | $120.29 | 0 |
| 2024-Q4 | Decreased | 6,084 | -3.5% | $776,438 | 0.0% | $124.24 | 0 |
| 2024-Q3 | Decreased | 6,305 | -3.3% | $783,234 | 0.0% | $118.86 | 0 |
| 2024-Q2 | Decreased | 6,518 | -2.6% | $717,108 | 0.0% | $105.34 | 0 |