United Capital Financial Advisers, LLC Spdr S&P 600 Small Cap ETF Transaction History

United Capital Financial Advisers, LLC

$12 Billion
Q1 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Aug 14, 2023	BUY	$79.99 - $93.53 $197,735 - $231,206	2,472 New	2,472 $207,000
Q1 2023 May 15, 2023	SELL	$79.99 - $93.53 $116,705 - $136,460	-1,459 Reduced 37.12%	2,472 $207,000
Q4 2022 Feb 14, 2023	BUY	$80.75 - $88.73 $317,428 - $348,797	3,931 New	3,931 $323,000
Q1 2022 May 16, 2022	BUY	N/A	320 Added 12.08%	2,970 $278,000
Q4 2021 Feb 14, 2022	BUY	N/A	17 Added 0.65%	2,650 $263,000

Q3 2021 Nov 15, 2021	BUY	N/A	8 Added 0.3%	2,633 $249,000
Q1 2021 May 14, 2021	SELL	N/A	-1,227 Reduced 31.85%	2,625 $247,000
Q4 2020 Feb 17, 2021	SELL	N/A	-13,367 Reduced 77.63%	3,852 $306,000
Q3 2020 Nov 13, 2020	SELL	N/A	-826 Reduced 4.58%	17,219 $1.05 Million
Q2 2020 Aug 13, 2020	BUY	N/A	7,977 Added 79.23%	18,045 $1.07 Million
Q1 2020 May 15, 2020	BUY	N/A	7,194 Added 250.31%	10,068 $488,000
Q4 2019 Feb 14, 2020	BUY	N/A	2,874 New	2,874 $208,000

Others Institutions Holding SLY

# of Institutions

17

Shares Held

588K

Call Options Held

0

Put Options Held

0

About SPDR S&P 600 SMALL CAP ETF

Ticker SLY
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