Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in STATE STR SPDR S&P 500 ETF T
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 764,294 shares of SPY (STATE STR SPDR S&P 500 ETF T), worth $497.1M as of 2026-Q1. The position was increased (+0.2% shares). SPY represents 3.1% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$497.1M
Current Shares
764,294
Total Value Change
+$447.3M
Total Shares Change
+672,870
Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS
Increased |
| 764,294 |
+0.2% |
| $497.1M |
| 3.1% |
| $680.33 |
57 |
| 2025-Q4 | Increased | 762,991 | +818.1% | $520.3M | 3.1% | $687.01 | 93 |
| 2025-Q3 | Increased | 83,109 | +3.7% | $55.4M | 0.4% | $661.72 | 36 |
| 2025-Q2 | Decreased | 80,134 | -3.5% | $49.5M | 0.4% | $611.40 | 0 |
| 2025-Q1 | Decreased | 83,021 | -3.5% | $46.4M | 0.4% | $550.86 | 0 |
| 2024-Q4 | Decreased | 86,051 | -4.2% | $50.4M | 0.4% | $581.39 | 0 |
| 2024-Q3 | Decreased | 89,826 | -1.8% | $51.5M | 0.4% | $562.94 | 0 |
| 2024-Q2 | Decreased | 91,424 | -4.5% | $49.8M | 0.4% | $534.46 | 0 |