United Capital Financial Advisers, LLC Spdr Portfolio Short Term Corp Transaction History

United Capital Financial Advisers, LLC

$11.5 Billion
Q2 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	BUY	$29.26 - $29.5 $1.21 Million - $1.22 Million	41,427 New	41,427 $1.21 Million
Q2 2022 Aug 11, 2022	BUY	$29.45 - $30.11 $73,448 - $75,094	2,494 Added 18.34%	16,093 $478,000
Q1 2022 May 16, 2022	SELL	$30.07 - $30.94 $729,798 - $750,913	-24,270 Reduced 64.09%	13,599 $410,000
Q4 2021 Feb 14, 2022	BUY	$30.92 - $31.24 $37,196 - $37,581	1,203 Added 3.28%	37,869 $1.17 Million
Q3 2021 Nov 15, 2021	SELL	$31.24 - $31.31 $46,860 - $46,965	-1,500 Reduced 3.93%	36,666 $1.15 Million
Q2 2021 Aug 13, 2021	SELL	$31.26 - $31.37 $145,921 - $146,435	-4,668 Reduced 10.9%	38,166 $1.2 Million
Q1 2021 May 14, 2021	BUY	$31.23 - $31.41 $8,900 - $8,951	285 Added 0.67%	42,834 $1.34 Million
Q4 2020 Feb 17, 2021	SELL	$31.31 - $31.42 $123,643 - $124,077	-3,949 Reduced 8.49%	42,549 $1.34 Million
Q3 2020 Nov 13, 2020	BUY	$31.3 - $31.43 $369,152 - $370,685	11,794 Added 33.98%	46,498 $1.46 Million
Q2 2020 Aug 13, 2020	BUY	$30.09 - $31.34 $47,873 - $49,861	1,591 Added 4.8%	34,704 $1.09 Million
Q1 2020 May 15, 2020	SELL	$27.48 - $31.14 $154,052 - $174,570	-5,606 Reduced 14.48%	33,113 $1 Million
Q4 2019 Feb 14, 2020	BUY	$30.77 - $30.89 $127,018 - $127,513	4,128 Added 11.93%	38,719 $1.19 Million
Q3 2019 Nov 14, 2019	BUY	$30.69 - $30.85 $82,279 - $82,708	2,681 Added 8.4%	34,591 $1.07 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-2,801 Reduced 8.07%	31,910 $982,000
Q1 2019 May 14, 2019	SELL	N/A	-491 Reduced 1.39%	34,711 $1.06 Million
Q4 2018 Feb 14, 2019	BUY	N/A	13,638 Added 63.24%	35,202 $1.06 Million
Q3 2018 Nov 14, 2018	BUY	N/A	127 Added 0.59%	21,564 $651,000
Q2 2018 Aug 14, 2018	SELL	N/A	-1,605 Reduced 6.97%	21,437 $647,000
Q1 2018 May 15, 2018	SELL	N/A	-2,499 Reduced 9.78%	23,042 $696,000
Q4 2017 Feb 13, 2018	SELL	N/A	-5,900 Reduced 18.77%	25,541 $777,000
Q3 2017 Nov 14, 2017	SELL	N/A	-5,515 Reduced 14.92%	31,441 $964,000
Q2 2017 Aug 14, 2017	BUY	N/A	36,956	36,956 $1.13 Million

Others Institutions Holding SPSB

# of Institutions

560

Shares Held

191M

Call Options Held

Put Options Held

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