United Capital Financial Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

United Capital Financial Advisors’s Portfolio SPAB Stock Details SPAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.15M	Buy	318,292 +42,611	+15%	+$1.1M	0.05%	268
2025 Q4	$7.1M	Sell	275,681 -51,373	-16%	-$1.33M	0.04%	296
2025 Q3	$8.45M	Sell	327,054 -1,456	-0.4%	-$37.3K	0.06%	234
2025 Q2	$8.41M	Sell	328,510 -29,892	-8%	-$756K	0.07%	219
2025 Q1	$9.15M	Buy	358,402 +802	+0.2%	+$20.2K	0.08%	194
2024 Q4	$8.94M	Sell	357,600 -36,290	-9%	-$923K	0.08%	196
2024 Q3	$10.3M	Sell	393,890 -16,175	-4%	-$417K	0.08%	181
2024 Q2	$10.3M	Sell	410,065 -3,050	-0.7%	-$76K	0.09%	173
2024 Q1	$10.4M	Sell	413,115 -43,345	-9%	-$1.1M	0.09%	180
2023 Q4	$11.7M	Sell	456,460 -20,655	-4%	-$508K	0.1%	173
2023 Q3	$11.6M	Sell	477,115 -4,295	-0.9%	-$107K	0.08%	212
2023 Q2	$12.2M	Sell	481,410 -516	-0.1%	-$13.2K	0.07%	215
2023 Q1	$12.4M	Buy	481,926 +786	+0.2%	+$20.1K	0.07%	213
2022 Q4	$12.1M	Sell	481,140 -83,545	-15%	-$2.09M	0.07%	226
2022 Q3	$14.1M	Sell	564,685 -199,130	-26%	-$5.22M	0.08%	204
2022 Q2	$20.1M	Buy	763,815 +6,678	+0.9%	+$178K	0.11%	176
2022 Q1	$21M	Buy	757,137 +3,738	+0.5%	+$107K	0.1%	182
2021 Q4	$22.3M	Buy	753,399 +23,266	+3%	+$692K	0.1%	187
2021 Q3	$21.8M	Buy	730,133 +41,772	+6%	+$1.26M	0.11%	182
2021 Q2	$20.7M	Sell	688,361 -228	-0%	-$6.8K	0.1%	187
2021 Q1	$20.4M	Sell	688,589 -76,428	-10%	-$2.31M	0.11%	176
2020 Q4	$23.6M	Sell	765,017 -149,498	-16%	-$4.59M	0.14%	162
2020 Q3	$28.2M	Buy	914,515 +65,309	+8%	+$2.02M	0.18%	119
2020 Q2	$26.2M	Sell	849,206 -37,762	-4%	-$1.15M	0.19%	116
2020 Q1	$26.8M	Buy	886,968 +8,375	+1%	+$249K	0.22%	98
2019 Q4	$25.8M	Buy	878,593 +133,893	+18%	+$3.95M	0.17%	139
2019 Q3	$22.1M	Buy	744,700 +261,192	+54%	+$7.68M	0.15%	153
2019 Q2	$14.1M	Buy	483,508 +222,035	+85%	+$6.36M	0.09%	239
2019 Q1	$7.46M	Buy	261,473 +213,480	+445%	+$5.99M	0.05%	335
2018 Q4	$1.34M	Buy	+47,993	New	+$1.32M	0.01%	644
2018 Q2	–	Sell	-8,053	Closed	-$227K	–	1358
2018 Q1	$227K	Sell	8,053 -7,591	-49%	-$214K	﹤0.01%	1196
2017 Q4	$450K	Sell	15,644 -11,054	-41%	-$318K	﹤0.01%	985
2017 Q3	$770K	Sell	26,698 -23,580	-47%	-$681K	0.01%	840
2017 Q2	$1.45M	Sell	50,278 -4,104	-8%	-$118K	0.01%	660
2017 Q1	$1.55M	Buy	+54,382	New	+$1.55M	0.01%	627
2016 Q4	–	Sell	-10,732	Closed	-$318K	–	1319
2016 Q3	$318K	Sell	10,732 -186	-2%	-$5.52K	﹤0.01%	1058
2016 Q2	$322K	Buy	+10,918	New	+$321K	﹤0.01%	1016