Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in SPDR S&P 500 ETF TR
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 762,991 shares of SPY (SPDR S&P 500 ETF TR), worth $520.3M as of 2025-Q4. The position was increased (++818.1% shares). SPY represents 3.1% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$520.3M
Current Shares
762,991
Total Value Change
+$470.5M
Total Shares Change
+671,567
Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS
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 |