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SPMD
Showing 8 of 29 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in SPDR SERIES TRUST

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1.4M shares of SPMD (SPDR SERIES TRUST), worth $84.9M as of 2026-Q1. The position was increased (+12.3% shares). SPMD represents 0.5% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$84.9M

Current Shares

1.4M

Total Value Change

+$83M

Total Shares Change

+1.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.4M
+12.3%
$84.9M0.5%$62.17
47
2025-Q4
Increased
1.3M
+20.3%
$73.9M0.4%$58.53
42
2025-Q3
Increased
1.1M
+29.9%
$60.7M0.4%$56.90
44
2025-Q2
Increased
816,324
+111.1%
$44.4M0.4%$53.98
56
2025-Q1
Increased
386,651
+531.7%
$19.8M0.2%$50.48
55
2024-Q4
Increased
61,209
+80.3%
$3.3M0.0%$53.80
41
2024-Q3
Decreased
33,940
-3.6%
$1.9M0.0%$53.63
0
2024-Q2
Decreased
35,205
-5.0%
$1.8M0.0%$50.19
0

Other major holders of SPMD: Creative Planning

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