United Capital Financial Advisers, LLC Spdr Portfolio S&P 1500 Compos Transaction History

United Capital Financial Advisers, LLC

  • $12 Billion
  • Q1 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 182,568 shares of SPTM stock, worth $12.2 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
182,568
Previous 207,395 11.97%
Holding current value
$12.2 Million
Previous $12.1 Million 3.39%
% of portfolio
0.1%
Previous 0.1%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$57.38 - $64.15 $1.42 Million - $1.59 Million
-24,827 Reduced 11.97%
182,568 $11.7 Million
Q4 2023

Feb 14, 2024
SELL
$50.31 - $58.65 $3.33 Million - $3.88 Million
-66,120 Reduced 24.17%
207,395 $12.1 Million
Q3 2023

Nov 14, 2023
SELL
$52.22 - $56.31 $1.02 Million - $1.1 Million
-19,547 Reduced 6.67%
273,515 $14.4 Million
Q2 2023

Aug 14, 2023
SELL
$49.75 - $54.44 $754,856 - $826,018
-15,173 Reduced 4.92%
293,062 $16 Million
Q1 2023

Aug 14, 2023
BUY
$46.97 - $51.65 $710,139 - $780,896
15,119 Added 5.16%
308,181 $15.5 Million
Q1 2023

May 15, 2023
SELL
$46.97 - $51.65 $688,627 - $757,240
-14,661 Reduced 4.54%
308,235 $15.5 Million
Q4 2022

Feb 14, 2023
SELL
$46.29 - $50.41 $603,204 - $656,892
-13,031 Reduced 3.88%
322,896 $15.3 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-4,408 Reduced 1.3%
335,927 $14.8 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-8,721 Reduced 2.5%
340,335 $15.8 Million
Q1 2022

May 16, 2022
SELL
N/A
-985 Reduced 0.28%
349,056 $19.4 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-10,115 Reduced 2.81%
350,041 $20.5 Million
Q3 2021

Nov 15, 2021
BUY
N/A
2,261 Added 0.63%
360,156 $19.1 Million
Q2 2021

Aug 13, 2021
BUY
N/A
201 Added 0.06%
357,895 $19 Million
Q1 2021

May 14, 2021
SELL
N/A
-80,526 Reduced 18.38%
357,694 $17.6 Million
Q4 2020

Feb 17, 2021
SELL
N/A
-58,726 Reduced 11.82%
438,220 $20.2 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-17,960 Reduced 3.49%
496,946 $20.3 Million
Q2 2020

Aug 13, 2020
BUY
N/A
1,895 Added 0.37%
514,906 $19.5 Million
Q1 2020

May 15, 2020
BUY
N/A
42,237 Added 8.97%
513,011 $16.1 Million
Q4 2019

Feb 14, 2020
BUY
N/A
73,788 Added 18.59%
470,774 $18.8 Million
Q3 2019

Nov 14, 2019
BUY
N/A
155,204 Added 64.19%
396,986 $14.6 Million
Q2 2019

Aug 13, 2019
BUY
N/A
115,972 Added 92.18%
241,782 $8.82 Million
Q1 2019

May 14, 2019
BUY
N/A
34,800 Added 38.24%
125,810 $4.43 Million
Q4 2018

Feb 14, 2019
BUY
N/A
91,010 New
91,010 $2.81 Million

Others Institutions Holding SPTM

# of Institutions
603
Shares Held
83.5M
Call Options Held
131K
Put Options Held
100
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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