United Capital Financial Advisers, LLC Spdr Ssga Us Small Cap Low Vol Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Spdr Ssga Us Small Cap Low Vol stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 6,084 shares of SMLV stock, worth $702,519. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,084
Previous 6,305 3.51%
Holding current value
$702,519
Previous $783,000 0.89%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Feb 13, 2025
SELL
$120.76 - $140.58 $26,687 - $31,068
-221 Reduced 3.51%
6,084 $776,000
Q3 2024

Nov 12, 2024
SELL
$108.3 - $128.14 $23,067 - $27,293
-213 Reduced 3.27%
6,305 $783,000
Q2 2024

Aug 14, 2024
SELL
$103.54 - $113.03 $18,326 - $20,006
-177 Reduced 2.64%
6,518 $717,000
Q1 2024

May 15, 2024
SELL
$105.26 - $112.11 $30,841 - $32,848
-293 Reduced 4.19%
6,695 $750,000
Q4 2023

Feb 14, 2024
SELL
$93.59 - $114.07 $280,676 - $342,095
-2,999 Reduced 30.03%
6,988 $786,000
Q3 2023

Nov 14, 2023
SELL
$98.22 - $109.61 $166,679 - $186,008
-1,697 Reduced 14.52%
9,987 $987,000
Q2 2023

Aug 14, 2023
SELL
$97.31 - $107.13 $177,590 - $195,512
-1,825 Reduced 13.51%
11,684 $1.21 Million
Q1 2023

Aug 14, 2023
BUY
$101.27 - $116.11 $184,817 - $211,900
1,825 Added 15.62%
13,509 $1.42 Million
Q1 2023

May 15, 2023
SELL
$101.27 - $116.11 $417,738 - $478,953
-4,125 Reduced 23.39%
13,509 $1.42 Million
Q4 2022

Feb 14, 2023
SELL
$99.86 - $114.25 $642,499 - $735,084
-6,434 Reduced 26.73%
17,634 $1.9 Million
Q3 2022

Nov 14, 2022
SELL
$98.74 - $116.0 $322,781 - $379,204
-3,269 Reduced 11.96%
24,068 $2.38 Million
Q2 2022

Aug 11, 2022
SELL
$100.61 - $115.32 $284,424 - $326,009
-2,827 Reduced 9.37%
27,337 $2.85 Million
Q1 2022

May 16, 2022
SELL
$110.83 - $120.8 $604,023 - $658,360
-5,450 Reduced 15.3%
30,164 $3.44 Million
Q4 2021

Feb 14, 2022
SELL
$112.84 - $121.42 $905,315 - $974,152
-8,023 Reduced 18.39%
35,614 $4.26 Million
Q3 2021

Nov 15, 2021
SELL
$108.48 - $115.98 $469,284 - $501,729
-4,326 Reduced 9.02%
43,637 $4.9 Million
Q2 2021

Aug 13, 2021
SELL
$111.22 - $117.06 $924,015 - $972,534
-8,308 Reduced 14.76%
47,963 $5.4 Million
Q1 2021

May 14, 2021
SELL
$94.11 - $116.98 $1.44 Million - $1.79 Million
-15,298 Reduced 21.38%
56,271 $6.27 Million
Q4 2020

Feb 17, 2021
SELL
$76.38 - $96.63 $1.07 Million - $1.35 Million
-13,944 Reduced 16.31%
71,569 $6.85 Million
Q3 2020

Nov 13, 2020
SELL
$71.58 - $81.95 $1.09 Million - $1.25 Million
-15,215 Reduced 15.11%
85,513 $6.48 Million
Q2 2020

Aug 13, 2020
SELL
$58.89 - $86.67 $870,806 - $1.28 Million
-14,787 Reduced 12.8%
100,728 $7.69 Million
Q1 2020

May 15, 2020
SELL
$57.86 - $101.27 $588,089 - $1.03 Million
-10,164 Reduced 8.09%
115,515 $7.63 Million
Q4 2019

Feb 14, 2020
SELL
$92.59 - $100.97 $379,526 - $413,876
-4,099 Reduced 3.16%
125,679 $12.6 Million
Q3 2019

Nov 14, 2019
SELL
$94.08 - $96.95 $197,191 - $203,207
-2,096 Reduced 1.59%
129,778 $12.3 Million
Q2 2019

Aug 13, 2019
BUY
N/A
8,685 Added 7.05%
131,874 $12.3 Million
Q1 2019

May 14, 2019
BUY
N/A
5,363 Added 4.55%
123,189 $11.3 Million
Q4 2018

Feb 14, 2019
BUY
N/A
1,612 Added 1.39%
117,826 $9.77 Million
Q3 2018

Nov 14, 2018
BUY
N/A
1,615 Added 1.41%
116,214 $11.3 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-1,179 Reduced 1.02%
114,599 $10.9 Million
Q1 2018

May 15, 2018
BUY
N/A
7,083 Added 6.52%
115,778 $10.3 Million
Q4 2017

Feb 13, 2018
BUY
N/A
5,253 Added 5.08%
108,695 $9.93 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-6,044 Reduced 5.52%
103,442 $9.91 Million
Q2 2017

Aug 14, 2017
BUY
N/A
109,486
109,486 $10.1 Million

Others Institutions Holding SMLV

# of Institutions
94
Shares Held
792K
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SSGA US SMALL CAP LOW VOL

SMLV Quotes by TradingView
  • Ticker SMLV
  • Sector ETFs
  • Industry ETFs
More about SMLV
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