Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in SPDR SERIES TRUST
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1.3M shares of SPMD (SPDR SERIES TRUST), worth $73.9M as of 2025-Q4. The position was increased (++20.3% shares). SPMD represents 0.4% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$73.9M
Current Shares
1.3M
Total Value Change
+$72.1M
Total Shares Change
+1.2M
Other major holders of SPMD: Creative Planning
Increased |
| 1.3M |
+20.3% |
| $73.9M |
| 0.4% |
| $58.53 |
42 |
| 2025-Q3 | Increased | 1.1M | +29.9% | $60.7M | 0.4% | $56.90 | 44 |
| 2025-Q2 | Increased | 816,324 | +111.1% | $44.4M | 0.4% | $53.98 | 56 |
| 2025-Q1 | Increased | 386,651 | +531.7% | $19.8M | 0.2% | $50.48 | 55 |
| 2024-Q4 | Increased | 61,209 | +80.3% | $3.3M | 0.0% | $53.80 | 41 |
| 2024-Q3 | Decreased | 33,940 | -3.6% | $1.9M | 0.0% | $53.63 | 0 |
| 2024-Q2 | Decreased | 35,205 | -5.0% | $1.8M | 0.0% | $50.19 | 0 |