UCFA
United Capital Financial Advisors’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.4M | Buy |
816,324
+429,673
| +111% | +$23.4M | 0.36% | 61 |
|
|
2025
Q1 | $19.8M | Buy |
386,651
+325,442
| +532% | +$16.7M | 0.17% | 113 |
|
|
2024
Q4 | $3.35M | Buy |
61,209
+27,269
| +80% | +$1.49M | 0.03% | 320 |
|
|
2024
Q3 | $1.86M | Sell |
33,940
-1,265
| -4% | -$69.2K | 0.02% | 436 |
|
|
2024
Q2 | $1.81M | Sell |
35,205
-1,834
| -5% | -$94.1K | 0.02% | 423 |
|
|
2024
Q1 | $1.98M | Sell |
37,039
-4,707
| -11% | -$251K | 0.02% | 429 |
|
|
2023
Q4 | $2.03M | Sell |
41,746
-3,700
| -8% | -$180K | 0.02% | 414 |
|
|
2023
Q3 | $1.99M | Sell |
45,446
-1,918
| -4% | -$84K | 0.01% | 425 |
|
|
2023
Q2 | $2.17M | Sell |
47,364
-2,788
| -6% | -$128K | 0.01% | 431 |
|
|
2023
Q1 | $2.2M | Sell |
50,152
-9,500
| -16% | -$417K | 0.01% | 434 |
|
|
2022
Q4 | $2.54M | Sell |
59,652
-1,838
| -3% | -$78.1K | 0.01% | 436 |
|
|
2022
Q3 | $2.37M | Sell |
61,490
-5,158
| -8% | -$199K | 0.01% | 445 |
|
|
2022
Q2 | $2.65M | Sell |
66,648
-1,116
| -2% | -$44.3K | 0.01% | 441 |
|
|
2022
Q1 | $3.2M | Sell |
67,764
-2,270
| -3% | -$107K | 0.02% | 437 |
|
|
2021
Q4 | $3.48M | Sell |
70,034
-1,232
| -2% | -$61.3K | 0.02% | 439 |
|
|
2021
Q3 | $3.29M | Sell |
71,266
-546
| -0.8% | -$25.2K | 0.02% | 443 |
|
|
2021
Q2 | $3.39M | Sell |
71,812
-6,773
| -9% | -$320K | 0.02% | 438 |
|
|
2021
Q1 | $3.6M | Sell |
78,585
-25,954
| -25% | -$1.19M | 0.02% | 405 |
|
|
2020
Q4 | $4.22M | Sell |
104,539
-12,460
| -11% | -$503K | 0.03% | 379 |
|
|
2020
Q3 | $3.82M | Sell |
116,999
-5,171
| -4% | -$169K | 0.02% | 380 |
|
|
2020
Q2 | $3.82M | Buy |
122,170
+7,615
| +7% | +$238K | 0.03% | 405 |
|
|
2020
Q1 | $2.9M | Buy |
114,555
+1,146
| +1% | +$29K | 0.02% | 425 |
|
|
2019
Q4 | $4.11M | Buy |
113,409
+19,520
| +21% | +$707K | 0.03% | 461 |
|
|
2019
Q3 | $3.18M | Buy |
93,889
+41,287
| +78% | +$1.4M | 0.02% | 497 |
|
|
2019
Q2 | $1.79M | Buy |
52,602
+28,264
| +116% | +$963K | 0.01% | 648 |
|
|
2019
Q1 | $811K | Buy |
+24,338
| New | +$811K | 0.01% | 828 |
|