How many shares of SPY does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

As of 2026-Q2, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 740,299 shares of SPY (STATE STR SPDR S&P 500 ETF T).

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's SPY position worth?

As of 2026-Q2, UNITED CAPITAL FINANCIAL ADVISORS, LLC's SPY position is worth $553.1M.

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling SPY?

In 2026-Q2, UNITED CAPITAL FINANCIAL ADVISORS, LLC decreased their SPY position (-3.1% change in shares).

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy SPY?

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in SPY in 2019-Q1. They have held the position across 30 quarters.

Back to

UNITED CAPITAL FINANCIAL ADVISORS, LLC

SPY
30 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in STATE STR SPDR S&P 500 ETF T

Current Value

$553.1M

Current Shares

740,299

Total Value Change

+$442.5M

Total Shares Change

+348,805

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	740,299	-3.1%	$553.1M	3.0%	$744.92	0
2026-Q1	Increased	764,294	+0.2%	$497.1M	3.1%	$647.06	57
2025-Q4	Increased	762,991	+818.1%	$520.3M	3.1%	$676.64	93
2025-Q3	Increased	83,109	+3.7%	$55.4M	0.4%	$659.07	36
2025-Q2	Decreased	80,134	-3.5%	$49.5M	0.4%	$609.57	0
2025-Q1	Decreased	83,021	-3.5%	$46.4M	0.4%	$550.26	0
2024-Q4	Decreased	86,051	-4.2%	$50.4M	0.4%	$574.79	0
2024-Q3	Decreased	89,826	-1.8%	$51.5M	0.4%	$560.82	0
2024-Q2	Decreased	91,424	-4.5%	$49.8M	0.4%	$530.32	0
2024-Q1	Increased	95,725	+1.0%	$50.1M	0.4%	$508.07	35
2023-Q4	Decreased	94,768	-22.3%	$45M	0.4%	$460.25	0
2023-Q3	Decreased	122,007	-7.2%	$52.2M	0.3%	$412.26	0
2023-Q2	Decreased	131,458	-4.4%	$58.3M	0.3%	$426.00	0
2023-Q1	Decreased	137,571	-30.4%	$56.3M	0.3%	$391.97	0
2022-Q4	Increased	197,723	+12.7%	$75.6M	0.4%	$364.77	40
2022-Q3	Decreased	175,444	-3.1%	$62.7M	0.4%	$339.13	0
2022-Q2	Increased	181,158	+4.0%	$68.3M	0.4%	$356.72	37
2022-Q1	Decreased	174,109	-6.0%	$78.6M	0.4%	$425.22	0
2021-Q4	Increased	185,177	+1.9%	$88M	0.4%	$445.79	36
2021-Q3	Increased	181,803	+1.7%	$78M	0.4%	$401.38	36
2021-Q2	Decreased	178,745	-34.1%	$76.5M	0.4%	$399.09	0
2021-Q1	Decreased	271,098	-6.2%	$107.4M	0.6%	$368.30	0
2020-Q4	Decreased	288,957	-9.8%	$108M	0.7%	$346.30	0
2020-Q3	Decreased	320,181	-9.6%	$107.2M	0.7%	$308.87	0
2020-Q2	Decreased	354,256	-4.8%	$109.2M	0.8%	$283.27	0
2020-Q1	Decreased	372,263	-5.2%	$96M	0.8%	$235.74	0
2019-Q4	Increased	392,522	+4.9%	$126.3M	0.8%	$292.65	45
2019-Q3	Increased	374,142	+8.8%	$111M	0.8%	$268.52	46
2019-Q2	Decreased	343,752	-12.2%	$100.7M	0.7%	$263.89	0
2019-Q1	First report	391,494	-	$110.6M	0.8%	$253.19	0

Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS, JPMORGAN CHASE & CO, JANE STREET GROUP, LLC

SPY30 quarters

SPY
30 quarters