United Capital Financial Advisers, LLC Spdr Portfolio S&P 500 Value E Transaction History

United Capital Financial Advisers, LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 92,714 shares of SPYV stock, worth $5.21 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
92,714
Previous 93,351 0.68%
Holding current value
$5.21 Million
Previous $4.89 Million 4.99%
% of portfolio
0.04%
Previous 0.04%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$52.12 - $55.33 $33,200 - $35,245
-637 Reduced 0.68%
92,714 $5.13 Million
Q2 2025

Aug 11, 2025
SELL
$45.11 - $52.34 $497,382 - $577,100
-11,026 Reduced 10.56%
93,351 $4.89 Million
Q1 2025

May 13, 2025
SELL
$49.78 - $53.19 $169,899 - $181,537
-3,413 Reduced 3.17%
104,377 $5.33 Million
Q4 2024

Feb 13, 2025
SELL
$51.09 - $55.27 $266,127 - $287,901
-5,209 Reduced 4.61%
107,790 $5.51 Million
Q3 2024

Nov 12, 2024
SELL
$48.51 - $52.86 $253,028 - $275,717
-5,216 Reduced 4.41%
112,999 $5.97 Million
Q2 2024

Aug 14, 2024
SELL
$47.37 - $50.09 $187,585 - $198,356
-3,960 Reduced 3.24%
118,215 $5.76 Million
Q1 2024

May 15, 2024
SELL
$45.88 - $50.1 $835,933 - $912,822
-18,220 Reduced 12.98%
122,175 $6.12 Million
Q4 2023

Feb 14, 2024
SELL
$39.63 - $46.73 $737,633 - $869,785
-18,613 Reduced 11.71%
140,395 $6.55 Million
Q3 2023

Nov 14, 2023
SELL
$41.15 - $44.69 $327,883 - $356,089
-7,968 Reduced 4.77%
159,008 $6.56 Million
Q2 2023

Aug 14, 2023
SELL
$40.17 - $43.27 $409,613 - $441,224
-10,197 Reduced 5.76%
166,976 $7.21 Million
Q1 2023

Aug 14, 2023
BUY
$38.68 - $42.77 $392,834 - $434,372
10,156 Added 6.08%
177,132 $7.21 Million
Q1 2023

May 15, 2023
SELL
$38.68 - $42.77 $1.11 Million - $1.23 Million
-28,805 Reduced 13.98%
177,173 $7.21 Million
Q4 2022

Feb 14, 2023
SELL
$34.79 - $40.71 $244,399 - $285,987
-7,025 Reduced 3.3%
205,978 $8.01 Million
Q3 2022

Nov 14, 2022
SELL
$34.49 - $40.43 $688,834 - $807,467
-19,972 Reduced 8.57%
213,003 $7.35 Million
Q2 2022

Aug 11, 2022
SELL
$35.93 - $42.52 $525,404 - $621,769
-14,623 Reduced 5.91%
232,975 $8.58 Million
Q1 2022

May 16, 2022
SELL
$39.54 - $42.64 $369,619 - $398,598
-9,348 Reduced 3.64%
247,598 $10.3 Million
Q4 2021

Feb 14, 2022
SELL
$39.14 - $42.04 $130,610 - $140,287
-3,337 Reduced 1.28%
256,946 $10.8 Million
Q3 2021

Nov 15, 2021
SELL
$38.51 - $40.73 $94,850 - $100,317
-2,463 Reduced 0.94%
260,283 $10.2 Million
Q2 2021

Aug 13, 2021
SELL
$38.15 - $40.6 $670,944 - $714,032
-17,587 Reduced 6.27%
262,746 $10.4 Million
Q1 2021

May 14, 2021
SELL
$33.86 - $38.29 $2.46 Million - $2.78 Million
-72,508 Reduced 20.55%
280,333 $10.6 Million
Q4 2020

Feb 17, 2021
SELL
$29.5 - $34.42 $671,184 - $783,123
-22,752 Reduced 6.06%
352,841 $12.1 Million
Q3 2020

Nov 13, 2020
SELL
$28.64 - $31.68 $824,946 - $912,510
-28,804 Reduced 7.12%
375,593 $11.3 Million
Q2 2020

Aug 13, 2020
BUY
$24.7 - $32.15 $206,763 - $269,127
8,371 Added 2.11%
404,397 $11.7 Million
Q1 2020

May 15, 2020
SELL
$22.11 - $35.37 $4.41 Million - $7.06 Million
-199,627 Reduced 33.51%
396,026 $10.2 Million
Q4 2019

Feb 14, 2020
BUY
$30.96 - $35.07 $1.24 Million - $1.4 Million
39,947 Added 7.19%
595,653 $20.8 Million
Q3 2019

Nov 14, 2019
BUY
$31.79 - $32.44 $10.8 Million - $11 Million
340,332 Added 158.02%
555,706 $17.8 Million
Q2 2019

Aug 13, 2019
BUY
N/A
124,387 Added 136.71%
215,374 $6.74 Million
Q1 2019

May 14, 2019
SELL
N/A
-271,386 Reduced 74.89%
90,987 $2.76 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-52,734 Reduced 12.7%
362,373 $9.77 Million
Q3 2018

Nov 14, 2018
BUY
N/A
205,665 Added 98.2%
415,107 $12.9 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-7,509 Reduced 3.46%
209,442 $6.21 Million
Q1 2018

May 15, 2018
BUY
N/A
17,894 Added 8.99%
216,951 $6.38 Million
Q4 2017

Feb 13, 2018
BUY
N/A
157,585 Added 379.98%
199,057 $6.11 Million
Q3 2017

Nov 14, 2017
BUY
N/A
7,183 Added 20.95%
41,472 $4.84 Million
Q2 2017

Aug 14, 2017
BUY
N/A
34,289
34,289 $3.9 Million

Others Institutions Holding SPYV

# of Institutions
1,180
Shares Held
475M
Call Options Held
127K
Put Options Held
14.4K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
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