United Capital Financial Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19.1M | Buy |
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|
2025
Q2 | $12.2M | Buy |
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|
2025
Q1 | $7.08M | Buy |
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|
2024
Q4 | $1.83M | Buy |
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|
2024
Q3 | $645K | Sell |
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|
2024
Q2 | $615K | Sell |
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|
2024
Q1 | $660K | Sell |
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|
2023
Q4 | $691K | Sell |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | $980K | Buy |
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|
2022
Q4 | $859K | Sell |
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|
2022
Q3 | $823K | Sell |
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|
2022
Q2 | $891K | Sell |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.17M | Sell |
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|
2021
Q3 | $1.16M | Sell |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $1.2M | Sell |
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|
2020
Q4 | $1.45M | Sell |
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|
2020
Q3 | $1.17M | Sell |
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|
2020
Q2 | $1.3M | Buy |
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|
2020
Q1 | $1.02M | Buy |
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|
2019
Q4 | $998K | Sell |
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|
2019
Q3 | $948K | Sell |
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|
2019
Q2 | $981K | Buy |
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|
2019
Q1 | $323K | Sell |
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|
2018
Q4 | $511K | Buy |
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