United Capital Financial Advisers, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

United Capital Financial Advisers, LLC

$13.5 Billion
Q3 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 138,381 shares of SPDW stock, worth $6.06 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

138,381

Previous 140,821 1.73%

Holding current value

$6.06 Million

Previous $5.7 Million 3.86%

% of portfolio

0.04%

Previous 0.05%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$39.8 - $42.86 $97,112 - $104,578	-2,440 Reduced 1.73%	138,381 $5.92 Million
Q2 2025 Aug 11, 2025	SELL	$32.66 - $40.75 $837,402 - $1.04 Million	-25,640 Reduced 15.4%	140,821 $5.7 Million
Q1 2025 May 13, 2025	SELL	$33.84 - $37.77 $248,927 - $277,836	-7,356 Reduced 4.23%	166,461 $6.06 Million
Q4 2024 Feb 13, 2025	BUY	$34.13 - $37.35 $71,877 - $78,659	2,106 Added 1.23%	173,817 $5.93 Million
Q3 2024 Nov 12, 2024	SELL	$33.74 - $37.96 $200,381 - $225,444	-5,939 Reduced 3.34%	171,711 $6.45 Million

Q2 2024 Aug 14, 2024	SELL	$34.2 - $36.64 $115,254 - $123,476	-3,370 Reduced 1.86%	177,650 $6.23 Million
Q1 2024 May 15, 2024	SELL	$32.85 - $35.9 $890,235 - $972,890	-27,100 Reduced 13.02%	181,020 $6.49 Million
Q4 2023 Feb 14, 2024	SELL	$29.46 - $34.07 $329,686 - $381,277	-11,191 Reduced 5.1%	208,120 $7.08 Million
Q3 2023 Nov 14, 2023	SELL	$30.88 - $33.58 $204,518 - $222,400	-6,623 Reduced 2.93%	219,311 $6.8 Million
Q2 2023 Aug 14, 2023	SELL	$31.7 - $33.66 $610,415 - $648,156	-19,256 Reduced 7.85%	225,934 $7.35 Million
Q1 2023 Aug 14, 2023	BUY	$29.83 - $32.71 $572,527 - $627,803	19,193 Added 8.49%	245,127 $7.87 Million
Q1 2023 May 15, 2023	SELL	$29.83 - $32.71 $901,641 - $988,692	-30,226 Reduced 10.97%	245,190 $7.88 Million
Q4 2022 Feb 14, 2023	SELL	$25.7 - $31.02 $836,123 - $1.01 Million	-32,534 Reduced 10.56%	275,416 $8.18 Million
Q3 2022 Nov 14, 2022	SELL	$25.67 - $30.93 $850,344 - $1.02 Million	-33,126 Reduced 9.71%	307,950 $7.95 Million
Q2 2022 Aug 11, 2022	BUY	$28.57 - $34.74 $10,085 - $12,263	353 Added 0.1%	341,076 $9.84 Million
Q1 2022 May 16, 2022	BUY	$31.42 - $36.91 $81,723 - $96,002	2,601 Added 0.77%	340,723 $11.7 Million
Q4 2021 Feb 14, 2022	SELL	$35.28 - $37.98 $73,629 - $79,264	-2,087 Reduced 0.61%	338,122 $12.3 Million
Q3 2021 Nov 15, 2021	SELL	$35.68 - $38.17 $158,990 - $170,085	-4,456 Reduced 1.29%	340,209 $12.3 Million
Q2 2021 Aug 13, 2021	SELL	$35.87 - $38.34 $671,020 - $717,226	-18,707 Reduced 5.15%	344,665 $12.7 Million
Q1 2021 May 14, 2021	SELL	$33.6 - $35.9 $3.62 Million - $3.87 Million	-107,851 Reduced 22.89%	363,372 $12.8 Million
Q4 2020 Feb 17, 2021	SELL	$28.3 - $34.03 $1.07 Million - $1.29 Million	-37,789 Reduced 7.42%	471,223 $15.9 Million
Q3 2020 Nov 13, 2020	SELL	$27.73 - $30.19 $899,089 - $978,850	-32,423 Reduced 5.99%	509,012 $14.9 Million
Q2 2020 Aug 13, 2020	SELL	$22.87 - $29.3 $151,170 - $193,673	-6,610 Reduced 1.21%	541,435 $15 Million
Q1 2020 May 15, 2020	BUY	$20.71 - $31.78 $917,887 - $1.41 Million	44,321 Added 8.8%	548,045 $13.1 Million
Q4 2019 Feb 14, 2020	BUY	$28.52 - $31.66 $1.76 Million - $1.96 Million	61,798 Added 13.98%	503,724 $15.8 Million
Q3 2019 Nov 14, 2019	BUY	$29.1 - $29.66 $3.59 Million - $3.66 Million	123,434 Added 38.76%	441,926 $13 Million
Q2 2019 Aug 13, 2019	BUY	N/A	150,615 Added 89.72%	318,492 $9.42 Million
Q1 2019 May 14, 2019	BUY	N/A	4,554 Added 2.79%	167,877 $4.9 Million
Q4 2018 Feb 14, 2019	BUY	N/A	163,323 New	163,323 $4.32 Million

Others Institutions Holding SPDW

# of Institutions

1,192

Shares Held

608M

Call Options Held

5.2K

Put Options Held

13K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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United Capital Financial Advisers, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History