United Capital Financial Advisers, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History

United Capital Financial Advisers, LLC

$11.5 Billion
Q2 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 28,064 shares of SPYX stock, worth $1.3 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

28,064

Previous 26,827 4.61%

Holding current value

$1.3 Million

Previous $1.15 Million 8.97%

% of portfolio

0.01%

Previous 0.01%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$40.47 - $44.95 $50,061 - $55,603	1,237 Added 4.61%	28,064 $1.25 Million
Q1 2024 May 15, 2024	SELL	$38.19 - $42.8 $18,445 - $20,672	-483 Reduced 1.77%	26,827 $1.15 Million
Q4 2023 Feb 14, 2024	SELL	$33.41 - $38.98 $3,173 - $3,703	-95 Reduced 0.35%	27,310 $1.06 Million
Q3 2023 Nov 14, 2023	SELL	$34.55 - $37.33 $61,464 - $66,410	-1,779 Reduced 6.1%	27,405 $951,000
Q2 2023 Aug 14, 2023	BUY	$32.81 - $36.17 $3,805 - $4,195	116 Added 0.4%	29,184 $1.06 Million
Q1 2023 Aug 14, 2023	SELL	$31.18 - $96.11 $3,616 - $11,148	-116 Reduced 0.4%	29,068 $966,000
Q1 2023 May 15, 2023	BUY	$31.18 - $96.11 $605,609 - $1.87 Million	19,423 Added 201.38%	29,068 $966,000
Q4 2022 Feb 14, 2023	BUY	$28.84 - $98.94 $48,970 - $168,000	1,698 Added 21.37%	9,645 $900,000
Q3 2022 Nov 14, 2022	BUY	$29.05 - $35.08 $56,821 - $68,616	1,956 Added 32.65%	7,947 $693,000
Q2 2022 Aug 11, 2022	BUY	$29.77 - $37.37 $16,581 - $20,815	557 Added 10.25%	5,991 $553,000
Q1 2022 May 16, 2022	SELL	$33.94 - $39.42 $43,171 - $50,142	-1,272 Reduced 18.97%	5,434 $603,000
Q4 2021 Feb 14, 2022	BUY	$35.32 - $39.44 $3,743 - $4,180	106 Added 1.61%	6,706 $789,000
Q3 2021 Nov 15, 2021	SELL	$35.12 - $37.49 $8,534 - $9,110	-243 Reduced 3.55%	6,600 $701,000
Q2 2021 Aug 13, 2021	BUY	$33.06 - $35.38 $859 - $919	26 Added 0.38%	6,843 $726,000
Q1 2021 May 14, 2021	BUY	$30.5 - $32.74 $671 - $720	22 Added 0.32%	6,817 $670,000
Q4 2020 Feb 17, 2021	BUY	$27.07 - $30.99 $8,851 - $10,133	327 Added 5.06%	6,795 $632,000
Q3 2020 Nov 13, 2020	BUY	$25.62 - $29.65 $17,216 - $19,924	672 Added 11.59%	6,468 $540,000
Q2 2020 Aug 13, 2020	BUY	$20.33 - $26.56 $6,058 - $7,914	298 Added 5.42%	5,796 $442,000
Q1 2020 May 15, 2020	BUY	$18.53 - $27.75 $648 - $971	35 Added 0.64%	5,498 $351,000
Q4 2019 Feb 14, 2020	BUY	$23.5 - $26.38 $13,301 - $14,931	566 Added 11.56%	5,463 $431,000
Q3 2019 Feb 14, 2020	BUY	$24.06 - $24.56 $117,821 - $120,270	4,897 New	4,897 $356,000
Q3 2019 Nov 14, 2019	SELL	$24.06 - $24.56 $113,418 - $115,775	-4,714 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	N/A	55 Added 1.18%	4,714 $337,000
Q1 2019 May 14, 2019	BUY	N/A	40 Added 0.87%	4,659 $318,000
Q4 2018 Feb 14, 2019	BUY	N/A	281 Added 6.48%	4,619 $281,000
Q3 2018 Nov 14, 2018	BUY	N/A	14 Added 0.32%	4,338 $306,000
Q2 2018 Aug 14, 2018	BUY	N/A	153 Added 3.67%	4,324 $285,000
Q1 2018 May 15, 2018	BUY	N/A	877 Added 26.62%	4,171 $269,000
Q4 2017 Feb 13, 2018	BUY	N/A	3,294	3,294 $213,000

Others Institutions Holding SPYX

# of Institutions

214

Shares Held

19M

Call Options Held

Put Options Held

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About SPDR S&P 500 FOSSIL FUEL RESER

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United Capital Financial Advisers, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History