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

United Capital Financial Advisers, LLC

$11.7 Billion
Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 9,184 shares of SLYG stock, worth $757,220. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,184

Previous 9,224 0.43%

Holding current value

$757,220

Previous $858,000 3.38%

% of portfolio

0.01%

Previous 0.0%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$89.9 - $100.66 $3,596 - $4,026	-40 Reduced 0.43%	9,184 $829,000
Q3 2024 Nov 12, 2024	SELL	$85.03 - $94.56 $255 - $283	-3 Reduced 0.03%	9,224 $858,000
Q2 2024 Aug 14, 2024	SELL	$81.25 - $88.21 $8,693 - $9,438	-107 Reduced 1.15%	9,227 $792,000
Q1 2024 May 15, 2024	SELL	$80.09 - $87.23 $113,968 - $124,128	-1,423 Reduced 13.23%	9,334 $814,000
Q4 2023 Feb 14, 2024	SELL	$68.97 - $85.01 $944,406 - $1.16 Million	-13,693 Reduced 56.0%	10,757 $899,000
Q3 2023 Nov 14, 2023	SELL	$72.54 - $80.81 $209,495 - $233,379	-2,888 Reduced 10.56%	24,450 $1.79 Million
Q2 2023 Aug 14, 2023	SELL	$69.81 - $77.05 $174,106 - $192,162	-2,494 Reduced 8.36%	27,338 $2.1 Million
Q1 2023 Aug 14, 2023	BUY	$70.74 - $80.39 $176,425 - $200,492	2,494 Added 9.12%	29,832 $2.2 Million
Q1 2023 May 15, 2023	SELL	$70.74 - $80.39 $140,560 - $159,734	-1,987 Reduced 6.24%	29,832 $2.2 Million
Q4 2022 Feb 14, 2023	SELL	$68.91 - $78.35 $170,069 - $193,367	-2,468 Reduced 7.2%	31,819 $2.3 Million
Q3 2022 Nov 14, 2022	SELL	$67.45 - $82.5 $344,467 - $421,327	-5,107 Reduced 12.96%	34,287 $2.34 Million
Q2 2022 Aug 11, 2022	BUY	$67.79 - $84.74 $373,861 - $467,341	5,515 Added 16.28%	39,394 $2.78 Million
Q1 2022 May 16, 2022	SELL	$79.77 - $93.68 $16,512 - $19,391	-207 Reduced 0.61%	33,879 $2.84 Million
Q4 2021 Feb 14, 2022	SELL	$87.48 - $96.13 $63,860 - $70,174	-730 Reduced 2.1%	34,086 $3.16 Million
Q3 2021 Nov 15, 2021	SELL	$83.59 - $91.68 $307,861 - $337,657	-3,683 Reduced 9.57%	34,816 $3.03 Million
Q2 2021 Aug 13, 2021	SELL	$82.26 - $89.48 $3,701 - $4,026	-45 Reduced 0.12%	38,499 $3.42 Million
Q1 2021 May 14, 2021	SELL	$75.75 - $89.99 $224,523 - $266,730	-2,964 Reduced 7.14%	38,544 $3.31 Million
Q4 2020 Feb 17, 2021	BUY	$59.86 - $77.16 $189,037 - $243,671	3,158 Added 8.23%	41,508 $3.17 Million
Q3 2020 Nov 13, 2020	SELL	$55.29 - $63.27 $343,516 - $393,096	-6,213 Reduced 13.94%	38,350 $2.26 Million
Q2 2020 Aug 13, 2020	SELL	$42.16 - $60.6 $73,105 - $105,080	-1,734 Reduced 3.75%	44,563 $2.53 Million
Q1 2020 May 15, 2020	BUY	$39.85 - $66.69 $17,653 - $29,543	443 Added 0.97%	46,297 $2.14 Million
Q4 2019 Feb 14, 2020	BUY	$57.76 - $64.9 $305,781 - $343,580	5,294 Added 13.05%	45,854 $2.96 Million
Q3 2019 Nov 14, 2019	BUY	$59.51 - $62.08 $385,803 - $402,464	6,483 Added 19.02%	40,560 $2.42 Million
Q2 2019 Aug 13, 2019	BUY	N/A	1,916 Added 5.96%	34,077 $2.08 Million
Q1 2019 May 14, 2019	BUY	N/A	2,162 Added 7.21%	32,161 $1.92 Million
Q4 2018 Feb 14, 2019	BUY	N/A	911 Added 3.13%	29,999 $1.62 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-2,816 Reduced 8.83%	29,088 $1.96 Million
Q2 2018 Aug 14, 2018	BUY	N/A	24,230 Added 315.74%	31,904 $2.02 Million
Q1 2018 May 15, 2018	BUY	N/A	7,674 New	7,674 $1.79 Million

Others Institutions Holding SLYG

# of Institutions

519

Shares Held

29.5M

Call Options Held

Put Options Held

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About SPDR S&P 600 SMALL CAP GROWTH

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