A detailed history of United Capital Financial Advisers, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 33,940 shares of SPMD stock, worth $1.88 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
33,940
Previous 35,205 3.59%
Holding current value
$1.88 Million
Previous $1.81 Million 2.71%
% of portfolio
0.01%
Previous 0.02%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$50.29 - $54.92 $63,616 - $69,473
-1,265 Reduced 3.59%
33,940 $1.86 Million
Q2 2024

Aug 14, 2024

SELL
$49.54 - $53.39 $90,856 - $97,917
-1,834 Reduced 4.95%
35,205 $1.81 Million
Q1 2024

May 15, 2024

SELL
$47.16 - $53.34 $221,982 - $251,071
-4,707 Reduced 11.28%
37,039 $1.98 Million
Q4 2023

Feb 14, 2024

SELL
$40.76 - $49.2 $150,812 - $182,040
-3,700 Reduced 8.14%
41,746 $2.03 Million
Q3 2023

Nov 14, 2023

SELL
$43.23 - $47.8 $82,915 - $91,680
-1,918 Reduced 4.05%
45,446 $1.99 Million
Q2 2023

Aug 14, 2023

SELL
$42.21 - $45.89 $118,230 - $128,537
-2,801 Reduced 5.58%
47,364 $2.17 Million
Q1 2023

Aug 14, 2023

BUY
$41.67 - $47.74 $116,175 - $133,099
2,788 Added 5.89%
50,152 $2.2 Million
Q1 2023

May 15, 2023

SELL
$41.67 - $47.74 $395,323 - $452,909
-9,487 Reduced 15.9%
50,165 $2.2 Million
Q4 2022

Feb 14, 2023

SELL
$39.32 - $45.21 $72,270 - $83,095
-1,838 Reduced 2.99%
59,652 $2.54 Million
Q3 2022

Nov 14, 2022

SELL
$38.55 - $46.17 $198,840 - $238,144
-5,158 Reduced 7.74%
61,490 $2.37 Million
Q2 2022

Aug 11, 2022

SELL
$38.67 - $47.45 $43,155 - $52,954
-1,116 Reduced 1.65%
66,648 $2.65 Million
Q1 2022

May 16, 2022

SELL
$44.15 - $50.14 $100,220 - $113,817
-2,270 Reduced 3.24%
67,764 $3.2 Million
Q4 2021

Feb 14, 2022

SELL
$46.63 - $50.95 $57,448 - $62,770
-1,232 Reduced 1.73%
70,034 $3.48 Million
Q3 2021

Nov 15, 2021

SELL
$45.05 - $48.67 $24,597 - $26,573
-546 Reduced 0.76%
71,266 $3.29 Million
Q2 2021

Aug 13, 2021

SELL
$45.87 - $48.58 $310,677 - $329,032
-6,773 Reduced 8.62%
71,812 $3.39 Million
Q1 2021

May 14, 2021

SELL
$39.79 - $47.1 $1.03 Million - $1.22 Million
-25,954 Reduced 24.83%
78,585 $3.6 Million
Q4 2020

Feb 17, 2021

SELL
$33.07 - $40.57 $412,052 - $505,502
-12,460 Reduced 10.65%
104,539 $4.22 Million
Q3 2020

Nov 13, 2020

SELL
$30.67 - $34.54 $158,594 - $178,606
-5,171 Reduced 4.23%
116,999 $3.82 Million
Q2 2020

Aug 13, 2020

BUY
$23.46 - $34.21 $178,647 - $260,509
7,615 Added 6.65%
122,170 $3.82 Million
Q1 2020

May 15, 2020

BUY
$21.39 - $37.02 $24,512 - $42,424
1,146 Added 1.01%
114,555 $2.9 Million
Q4 2019

Feb 14, 2020

BUY
$32.63 - $36.43 $636,937 - $711,113
19,520 Added 20.79%
113,409 $4.11 Million
Q3 2019

Nov 14, 2019

BUY
$33.7 - $34.71 $1.39 Million - $1.43 Million
41,287 Added 78.49%
93,889 $3.18 Million
Q2 2019

Aug 13, 2019

BUY
N/A
28,264 Added 116.13%
52,602 $1.79 Million
Q1 2019

May 14, 2019

BUY
N/A
24,338 New
24,338 $811,000

Others Institutions Holding SPMD

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