United Capital Financial Advisers, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 6,322 shares of MDY stock, worth $3.7 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,322
Previous 6,544 3.39%
Holding current value
$3.7 Million
Previous $3.73 Million 3.41%
% of portfolio
0.03%
Previous 0.02%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$563.99 - $620.12 $125,205 - $137,666
-222 Reduced 3.39%
6,322 $3.6 Million
Q3 2024

Nov 12, 2024
SELL
$523.84 - $572.02 $89,576 - $97,815
-171 Reduced 2.55%
6,544 $3.73 Million
Q2 2024

Aug 14, 2024
SELL
$516.55 - $556.17 $7,231 - $7,786
-14 Reduced 0.21%
6,715 $3.59 Million
Q1 2024

May 15, 2024
SELL
$491.35 - $556.4 $96,304 - $109,054
-196 Reduced 2.83%
6,729 $3.74 Million
Q4 2023

Feb 14, 2024
SELL
$425.08 - $512.6 $873,539 - $1.05 Million
-2,055 Reduced 22.88%
6,925 $3.51 Million
Q3 2023

Nov 14, 2023
SELL
$450.89 - $498.33 $21,642 - $23,919
-48 Reduced 0.53%
8,980 $4.1 Million
Q2 2023

Aug 14, 2023
SELL
$439.95 - $478.91 $40,915 - $44,538
-93 Reduced 1.02%
9,028 $4.32 Million
Q1 2023

Aug 14, 2023
BUY
$433.1 - $497.12 $40,278 - $46,232
93 Added 1.03%
9,121 $4.18 Million
Q1 2023

May 15, 2023
SELL
$433.1 - $497.12 $64,965 - $74,568
-150 Reduced 1.62%
9,121 $4.18 Million
Q4 2022

Feb 14, 2023
SELL
$409.49 - $470.66 $136,769 - $157,200
-334 Reduced 3.48%
9,271 $4.11 Million
Q3 2022

Nov 14, 2022
SELL
$401.58 - $481.07 $401,981 - $481,551
-1,001 Reduced 9.44%
9,605 $3.86 Million
Q2 2022

Aug 11, 2022
BUY
$402.57 - $493.76 $180,351 - $221,204
448 Added 4.41%
10,606 $4.39 Million
Q1 2022

May 16, 2022
BUY
$459.24 - $521.7 $178,644 - $202,941
389 Added 3.98%
10,158 $4.98 Million
Q4 2021

Feb 14, 2022
SELL
$485.7 - $531.03 $232,650 - $254,363
-479 Reduced 4.67%
9,769 $5.06 Million
Q3 2021

Nov 15, 2021
SELL
$468.36 - $506.04 $87,583 - $94,629
-187 Reduced 1.79%
10,248 $4.93 Million
Q2 2021

Aug 13, 2021
SELL
$475.11 - $504.81 $641,398 - $681,493
-1,350 Reduced 11.46%
10,435 $5.12 Million
Q1 2021

May 14, 2021
SELL
$413.34 - $489.29 $1,240 - $1,467
-3 Reduced 0.03%
11,785 $5.61 Million
Q4 2020

Feb 17, 2021
BUY
$343.51 - $421.75 $73,511 - $90,254
214 Added 1.85%
11,788 $4.95 Million
Q3 2020

Nov 13, 2020
SELL
$318.46 - $358.67 $36,304 - $40,888
-114 Reduced 0.98%
11,574 $3.92 Million
Q2 2020

Aug 13, 2020
SELL
$243.09 - $355.21 $298,514 - $436,197
-1,228 Reduced 9.51%
11,688 $3.79 Million
Q1 2020

May 15, 2020
BUY
$220.85 - $384.02 $1,766 - $3,072
8 Added 0.06%
12,916 $3.4 Million
Q4 2019

Feb 14, 2020
BUY
$338.73 - $376.09 $23,711 - $26,326
70 Added 0.55%
12,908 $4.85 Million
Q3 2019

Nov 14, 2019
SELL
$334.13 - $362.01 $483,151 - $523,466
-1,446 Reduced 10.12%
12,838 $4.53 Million
Q2 2019

Aug 13, 2019
SELL
$330.13 - $361.02 $114,555 - $125,273
-347 Reduced 2.37%
14,284 $5.07 Million
Q1 2019

May 14, 2019
SELL
$296.63 - $352.26 $212,090 - $251,865
-715 Reduced 4.66%
14,631 $5.05 Million
Q4 2018

Feb 14, 2019
BUY
$284.96 - $364.55 $119,113 - $152,381
418 Added 2.8%
15,346 $4.65 Million
Q3 2018

Nov 14, 2018
SELL
$355.06 - $373.52 $135,632 - $142,684
-382 Reduced 2.5%
14,928 $5.49 Million
Q2 2018

Aug 14, 2018
BUY
$333.64 - $365.14 $101,760 - $111,367
305 Added 2.03%
15,310 $5.44 Million
Q1 2018

May 15, 2018
SELL
$327.4 - $362.51 $77,593 - $85,914
-237 Reduced 1.55%
15,005 $5.13 Million
Q4 2017

Feb 13, 2018
SELL
$329.2 - $347.26 $385,164 - $406,294
-1,170 Reduced 7.13%
15,242 $5.29 Million
Q3 2017

Nov 14, 2017
BUY
$308.35 - $326.33 $94,046 - $99,530
305 Added 1.89%
16,412 $5.36 Million
Q2 2017

Aug 14, 2017
BUY
N/A
16,107
16,107 $5.12 Million

Others Institutions Holding MDY

# of Institutions
1,521
Shares Held
29.2M
Call Options Held
723K
Put Options Held
407K
View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

MDY Quotes by TradingView
  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, 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 Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email