A detailed history of United Capital Financial Advisers, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 74,682 shares of SPYG stock, worth $6.54 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
74,682
Previous 81,799 8.7%
Holding current value
$6.54 Million
Previous $5.98 Million 0.02%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Aug 14, 2024

SELL
$68.71 - $80.95 $489,009 - $576,121
-7,117 Reduced 8.7%
74,682 $5.98 Million
Q1 2024

May 15, 2024

SELL
$63.12 - $73.73 $1.18 Million - $1.38 Million
-18,762 Reduced 18.66%
81,799 $5.98 Million
Q4 2023

Feb 14, 2024

SELL
$57.02 - $65.3 $528,518 - $605,265
-9,269 Reduced 8.44%
100,561 $6.54 Million
Q3 2023

Nov 14, 2023

SELL
$58.97 - $62.89 $432,603 - $461,361
-7,336 Reduced 6.26%
109,830 $6.51 Million
Q2 2023

Aug 14, 2023

SELL
$54.76 - $61.01 $576,677 - $642,496
-10,531 Reduced 8.25%
117,166 $7.15 Million
Q1 2023

Aug 14, 2023

BUY
$49.61 - $55.36 $520,855 - $581,224
10,499 Added 8.96%
127,665 $7.07 Million
Q1 2023

May 15, 2023

SELL
$49.61 - $55.36 $563,371 - $628,668
-11,356 Reduced 8.17%
127,697 $7.07 Million
Q4 2022

Feb 14, 2023

SELL
$49.14 - $55.07 $326,781 - $366,215
-6,650 Reduced 4.56%
139,053 $7.05 Million
Q3 2022

Nov 14, 2022

SELL
$50.1 - $61.86 $601,751 - $743,000
-12,011 Reduced 7.62%
145,703 $7.3 Million
Q2 2022

Aug 11, 2022

BUY
$50.47 - $67.39 $147,523 - $196,980
2,923 Added 1.89%
157,714 $8.25 Million
Q1 2022

May 16, 2022

SELL
$59.17 - $73.03 $344,310 - $424,961
-5,819 Reduced 3.62%
154,791 $10.2 Million
Q4 2021

Feb 14, 2022

SELL
$63.39 - $73.48 $417,359 - $483,792
-6,584 Reduced 3.94%
160,610 $11.6 Million
Q3 2021

Nov 15, 2021

SELL
$63.23 - $68.45 $749,338 - $811,200
-11,851 Reduced 6.62%
167,194 $10.7 Million
Q2 2021

Aug 13, 2021

SELL
$57.17 - $63.06 $713,767 - $787,304
-12,485 Reduced 6.52%
179,045 $11.3 Million
Q1 2021

May 14, 2021

SELL
$53.23 - $58.3 $2.6 Million - $2.85 Million
-48,915 Reduced 20.34%
191,530 $10.8 Million
Q4 2020

Feb 17, 2021

SELL
$48.59 - $55.29 $2.23 Million - $2.53 Million
-45,801 Reduced 16.0%
240,445 $13.3 Million
Q3 2020

Nov 13, 2020

SELL
$45.36 - $54.05 $2.52 Million - $3 Million
-55,548 Reduced 16.25%
286,246 $14.3 Million
Q2 2020

Aug 13, 2020

BUY
$34.16 - $45.45 $1.39 Million - $1.86 Million
40,815 Added 13.56%
341,794 $15.4 Million
Q1 2020

May 15, 2020

SELL
$31.23 - $45.63 $5.72 Million - $8.36 Million
-183,212 Reduced 37.84%
300,979 $10.8 Million
Q4 2019

Feb 14, 2020

BUY
$37.77 - $42.13 $1.58 Million - $1.76 Million
41,722 Added 9.43%
484,191 $20.3 Million
Q3 2019

Nov 14, 2019

BUY
$38.67 - $39.55 $8.15 Million - $8.33 Million
210,700 Added 90.91%
442,469 $17.2 Million
Q2 2019

Aug 13, 2019

SELL
N/A
-187,308 Reduced 44.7%
231,769 $8.98 Million
Q1 2019

May 14, 2019

BUY
N/A
411,008 Added 5093.67%
419,077 $15.6 Million
Q4 2018

Feb 14, 2019

BUY
N/A
8,069 New
8,069 $262,000

Others Institutions Holding SPYG

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