United Capital Financial Advisers, LLC Spdr Portfolio S&P 600 Small C Transaction History

United Capital Financial Advisers, LLC

  • $11.5 Billion
  • Q2 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 14,815 shares of SPSM stock, worth $718,379. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,815
Previous 15,330 3.36%
Holding current value
$718,379
Previous $659,000 6.68%
% of portfolio
0.01%
Previous 0.01%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$39.75 - $43.15 $20,471 - $22,222
-515 Reduced 3.36%
14,815 $615,000
Q1 2024

May 15, 2024
SELL
$39.85 - $43.04 $41,722 - $45,062
-1,047 Reduced 6.39%
15,330 $659,000
Q4 2023

Feb 14, 2024
SELL
$34.3 - $42.83 $469,018 - $585,657
-13,674 Reduced 45.5%
16,377 $690,000
Q3 2023

Nov 14, 2023
SELL
$36.35 - $41.02 $35,295 - $39,830
-971 Reduced 3.13%
30,051 $1.11 Million
Q2 2023

Aug 14, 2023
BUY
$35.57 - $38.94 $180,482 - $197,581
5,074 Added 19.55%
31,022 $1.2 Million
Q1 2023

Aug 14, 2023
SELL
$36.04 - $42.08 $183,047 - $213,724
-5,079 Reduced 16.37%
25,943 $979,000
Q1 2023

May 15, 2023
BUY
$36.04 - $42.08 $97,668 - $114,036
2,710 Added 11.66%
25,948 $980,000
Q4 2022

Feb 14, 2023
SELL
$34.79 - $39.85 $32,145 - $36,821
-924 Reduced 3.82%
23,238 $859,000
Q3 2022

Nov 14, 2022
SELL
$33.99 - $41.52 $20,394 - $24,912
-600 Reduced 2.42%
24,162 $823,000
Q2 2022

Aug 11, 2022
SELL
$34.83 - $42.53 $21,350 - $26,070
-613 Reduced 2.42%
24,762 $891,000
Q1 2022

May 16, 2022
SELL
$39.91 - $45.5 $32,566 - $37,128
-816 Reduced 3.12%
25,375 $1.07 Million
Q4 2021

Feb 14, 2022
SELL
$42.23 - $46.94 $41,047 - $45,625
-972 Reduced 3.58%
26,191 $1.17 Million
Q3 2021

Nov 15, 2021
SELL
$40.71 - $44.23 $16,731 - $18,178
-411 Reduced 1.49%
27,163 $1.16 Million
Q2 2021

Aug 13, 2021
SELL
$41.43 - $45.3 $34,304 - $37,508
-828 Reduced 2.92%
27,574 $1.21 Million
Q1 2021

May 14, 2021
SELL
$35.43 - $44.75 $427,994 - $540,580
-12,080 Reduced 29.84%
28,402 $1.2 Million
Q4 2020

Feb 17, 2021
SELL
$27.77 - $35.98 $60,705 - $78,652
-2,186 Reduced 5.12%
40,482 $1.45 Million
Q3 2020

Nov 13, 2020
SELL
$25.57 - $29.57 $156,667 - $181,175
-6,127 Reduced 12.56%
42,668 $1.17 Million
Q2 2020

Aug 13, 2020
BUY
$19.87 - $29.39 $41,508 - $61,395
2,089 Added 4.47%
48,795 $1.3 Million
Q1 2020

May 15, 2020
BUY
$18.96 - $33.37 $305,862 - $538,324
16,132 Added 52.76%
46,706 $1.02 Million
Q4 2019

Feb 14, 2020
SELL
$28.98 - $32.81 $29,356 - $33,236
-1,013 Reduced 3.21%
30,574 $998,000
Q3 2019

Nov 14, 2019
SELL
$29.9 - $31.15 $12,707 - $13,238
-425 Reduced 1.33%
31,587 $948,000
Q2 2019

Aug 13, 2019
BUY
N/A
21,320 Added 199.4%
32,012 $981,000
Q1 2019

May 14, 2019
SELL
N/A
-8,680 Reduced 44.81%
10,692 $323,000
Q4 2018

Feb 14, 2019
BUY
N/A
19,372 New
19,372 $511,000

Others Institutions Holding SPSM

# of Institutions
868
Shares Held
192M
Call Options Held
62.3K
Put Options Held
1.4K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
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