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

United Capital Financial Advisers, LLC

$12.1 Billion
Q2 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 93,351 shares of SPYV stock, worth $4.98 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

93,351

Previous 104,377 10.56%

Holding current value

$4.98 Million

Previous $5.33 Million 8.35%

% of portfolio

0.04%

Previous 0.05%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,145

Shares Held

438M

Call Options Held

259K

Put Options Held

32.3K

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About SPDR PORTFOLIO S&P 500 VALUE E

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