United Capital Financial Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.73M	Sell	97,742 -5,568	-5%	-$460K	0.05%	279
2025 Q4	$8.52M	Sell	103,310 -12,656	-11%	-$1.03M	0.05%	270
2025 Q3	$9.35M	Sell	115,966 -4,247	-4%	-$330K	0.07%	223
2025 Q2	$9M	Sell	120,213 -17,414	-13%	-$1.21M	0.07%	213
2025 Q1	$9.36M	Sell	137,627 -18,035	-12%	-$1.29M	0.08%	188
2024 Q4	$11.1M	Sell	155,662 -8,553	-5%	-$615K	0.09%	166
2024 Q3	$11.5M	Sell	164,215 -8,728	-5%	-$589K	0.09%	170
2024 Q2	$11.5M	Sell	172,943 -9,625	-5%	-$616K	0.1%	164
2024 Q1	$11.7M	Sell	182,568 -24,827	-12%	-$1.51M	0.1%	169
2023 Q4	$12.1M	Sell	207,395 -66,120	-24%	-$3.61M	0.1%	167
2023 Q3	$14.4M	Sell	273,515 -19,547	-7%	-$1.07M	0.09%	185
2023 Q2	$16M	Sell	293,062 -15,119	-5%	-$780K	0.09%	185
2023 Q1	$15.5M	Sell	308,181 -14,715	-5%	-$727K	0.09%	191
2022 Q4	$15.3M	Sell	322,896 -13,031	-4%	-$619K	0.09%	200
2022 Q3	$14.8M	Sell	335,927 -4,408	-1%	-$216K	0.09%	197
2022 Q2	$15.8M	Sell	340,335 -8,721	-2%	-$440K	0.09%	199
2022 Q1	$19.4M	Sell	349,056 -985	-0.3%	-$54K	0.09%	192
2021 Q4	$20.5M	Sell	350,041 -10,115	-3%	-$572K	0.09%	195
2021 Q3	$19.1M	Buy	360,156 +2,261	+0.6%	+$123K	0.1%	192
2021 Q2	$19M	Buy	357,895 +201	+0.1%	+$10.4K	0.1%	197
2021 Q1	$17.6M	Sell	357,694 -80,526	-18%	-$3.85M	0.1%	199
2020 Q4	$20.2M	Sell	438,220 -58,726	-12%	-$2.56M	0.12%	176
2020 Q3	$20.3M	Sell	496,946 -17,960	-3%	-$727K	0.13%	169
2020 Q2	$19.5M	Buy	514,906 +1,895	+0.4%	+$67.8K	0.14%	158
2020 Q1	$16.1M	Buy	513,011 +42,237	+9%	+$1.59M	0.13%	167
2019 Q4	$18.8M	Buy	470,774 +73,788	+19%	+$2.81M	0.12%	206
2019 Q3	$14.6M	Buy	396,986 +155,204	+64%	+$5.69M	0.1%	237
2019 Q2	$8.81M	Buy	241,782 +115,972	+92%	+$4.16M	0.06%	315
2019 Q1	$4.43M	Buy	125,810 +34,800	+38%	+$1.18M	0.03%	442
2018 Q4	$2.81M	Buy	+91,010	New	+$3.04M	0.02%	486