A detailed history of United Advisor Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, United Advisor Group, LLC holds 3,558 shares of SPY stock, worth $2.37 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
3,558
Previous 2,677 32.91%
Holding current value
$2.37 Million
Previous $1.65 Million 43.38%
% of portfolio
0.34%
Previous 0.31%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
$617.65 - $666.84 $544,149 - $587,486
881 Added 32.91%
3,558 $2.37 Million
Q2 2025

Aug 11, 2025

SELL
$496.48 - $617.85 $577,902 - $719,177
-1,164 Reduced 30.3%
2,677 $1.65 Million
Q1 2025

Apr 21, 2025

BUY
$551.42 - $612.93 $99,807 - $110,940
181 Added 4.95%
3,841 $2.15 Million
Q4 2024

Feb 24, 2025

SELL
$567.81 - $607.81 $25,551 - $27,351
-45 Reduced 1.21%
3,660 $2.15 Million
Q3 2024

Oct 30, 2024

BUY
$517.38 - $573.86 $287,145 - $318,492
555 Added 17.62%
3,705 $2.13 Million
Q2 2024

Aug 08, 2024

SELL
$495.16 - $548.49 $231,239 - $256,144
-467 Reduced 12.91%
3,150 $1.71 Million
Q1 2024

May 14, 2024

BUY
$467.28 - $523.17 $1.69 Million - $1.89 Million
3,617 New
3,617 $1.89 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track United Advisor Group, LLC Portfolio

Follow United Advisor Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.