United Capital Financial Advisers, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 28,048 shares of SPYX stock, worth $1.39 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
28,048
Previous 28,064 0.06%
Holding current value
$1.39 Million
Previous $1.25 Million 5.92%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024
SELL
$42.38 - $47.25 $678 - $756
-16 Reduced 0.06%
28,048 $1.33 Million
Q2 2024

Aug 14, 2024
BUY
$40.47 - $44.95 $50,061 - $55,603
1,237 Added 4.61%
28,064 $1.25 Million
Q1 2024

May 15, 2024
SELL
$38.19 - $42.8 $18,445 - $20,672
-483 Reduced 1.77%
26,827 $1.15 Million
Q4 2023

Feb 14, 2024
SELL
$33.41 - $38.98 $3,173 - $3,703
-95 Reduced 0.35%
27,310 $1.06 Million
Q3 2023

Nov 14, 2023
SELL
$34.55 - $37.33 $61,464 - $66,410
-1,779 Reduced 6.1%
27,405 $951,000
Q2 2023

Aug 14, 2023
BUY
$32.81 - $36.17 $3,805 - $4,195
116 Added 0.4%
29,184 $1.06 Million
Q1 2023

Aug 14, 2023
SELL
$31.18 - $96.11 $3,616 - $11,148
-116 Reduced 0.4%
29,068 $966,000
Q1 2023

May 15, 2023
BUY
$31.18 - $96.11 $605,609 - $1.87 Million
19,423 Added 201.38%
29,068 $966,000
Q4 2022

Feb 14, 2023
BUY
$28.84 - $98.94 $48,970 - $168,000
1,698 Added 21.37%
9,645 $900,000
Q3 2022

Nov 14, 2022
BUY
$29.05 - $35.08 $56,821 - $68,616
1,956 Added 32.65%
7,947 $693,000
Q2 2022

Aug 11, 2022
BUY
$29.77 - $37.37 $16,581 - $20,815
557 Added 10.25%
5,991 $553,000
Q1 2022

May 16, 2022
SELL
$33.94 - $39.42 $43,171 - $50,142
-1,272 Reduced 18.97%
5,434 $603,000
Q4 2021

Feb 14, 2022
BUY
$35.32 - $39.44 $3,743 - $4,180
106 Added 1.61%
6,706 $789,000
Q3 2021

Nov 15, 2021
SELL
$35.12 - $37.49 $8,534 - $9,110
-243 Reduced 3.55%
6,600 $701,000
Q2 2021

Aug 13, 2021
BUY
$33.06 - $35.38 $859 - $919
26 Added 0.38%
6,843 $726,000
Q1 2021

May 14, 2021
BUY
$30.5 - $32.74 $671 - $720
22 Added 0.32%
6,817 $670,000
Q4 2020

Feb 17, 2021
BUY
$27.07 - $30.99 $8,851 - $10,133
327 Added 5.06%
6,795 $632,000
Q3 2020

Nov 13, 2020
BUY
$25.62 - $29.65 $17,216 - $19,924
672 Added 11.59%
6,468 $540,000
Q2 2020

Aug 13, 2020
BUY
$20.33 - $26.56 $6,058 - $7,914
298 Added 5.42%
5,796 $442,000
Q1 2020

May 15, 2020
BUY
$18.53 - $27.75 $648 - $971
35 Added 0.64%
5,498 $351,000
Q4 2019

Feb 14, 2020
BUY
$23.5 - $26.38 $13,301 - $14,931
566 Added 11.56%
5,463 $431,000
Q3 2019

Feb 14, 2020
BUY
$24.06 - $24.56 $117,821 - $120,270
4,897 New
4,897 $356,000
Q3 2019

Nov 14, 2019
SELL
$24.06 - $24.56 $113,418 - $115,775
-4,714 Closed
0 $0
Q2 2019

Aug 13, 2019
BUY
N/A
55 Added 1.18%
4,714 $337,000
Q1 2019

May 14, 2019
BUY
N/A
40 Added 0.87%
4,659 $318,000
Q4 2018

Feb 14, 2019
BUY
N/A
281 Added 6.48%
4,619 $281,000
Q3 2018

Nov 14, 2018
BUY
N/A
14 Added 0.32%
4,338 $306,000
Q2 2018

Aug 14, 2018
BUY
N/A
153 Added 3.67%
4,324 $285,000
Q1 2018

May 15, 2018
BUY
N/A
877 Added 26.62%
4,171 $269,000
Q4 2017

Feb 13, 2018
BUY
N/A
3,294
3,294 $213,000

Others Institutions Holding SPYX

# of Institutions
224
Shares Held
18.3M
Call Options Held
0
Put Options Held
225K
View Full List

About SPDR S&P 500 FOSSIL FUEL RESER

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