United Capital Financial Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $55.4M | Buy |
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|
2025
Q2 | $49.5M | Sell |
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|
2025
Q1 | $46.4M | Sell |
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|
2024
Q4 | $50.4M | Sell |
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|
2024
Q3 | $51.5M | Sell |
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|
2024
Q2 | $49.8M | Sell |
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|
2024
Q1 | $50.1M | Buy |
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|
2023
Q4 | $45M | Sell |
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|
2023
Q3 | $52.2M | Sell |
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|
2023
Q2 | $58.3M | Sell |
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|
2023
Q1 | $56.3M | Sell |
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|
2022
Q4 | $75.6M | Buy |
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|
2022
Q3 | $62.7M | Sell |
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|
2022
Q2 | $68.3M | Buy |
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|
2022
Q1 | $78.6M | Sell |
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|
2021
Q4 | $88M | Buy |
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|
2021
Q3 | $78M | Buy |
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|
2021
Q2 | $76.5M | Sell |
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|
2021
Q1 | $107M | Sell |
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|
2020
Q4 | $108M | Sell |
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|
2020
Q3 | $107M | Sell |
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|
2020
Q2 | $109M | Sell |
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|
2020
Q1 | $96M | Sell |
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|
2019
Q4 | $126M | Buy |
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|
2019
Q3 | $111M | Buy |
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|
2019
Q2 | $101M | Sell |
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|
2019
Q1 | $111M | Sell |
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|
2018
Q4 | $122M | Sell |
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|
2018
Q3 | $143M | Sell |
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|
2018
Q2 | $171M | Buy |
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|
2018
Q1 | $155M | Sell |
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|
2017
Q4 | $160M | Buy |
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|
2017
Q3 | $133M | Sell |
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|
2017
Q2 | $133M | Sell |
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|
2017
Q1 | $138M | Buy |
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|
2016
Q4 | $94.8M | Buy |
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|
2016
Q3 | $47.4M | Sell |
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|
2016
Q2 | $64.9M | Buy |
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|
2016
Q1 | $61.4M | Sell |
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|
2015
Q4 | $72.9M | Buy |
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|
2015
Q3 | $60.2M | Sell |
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|
2015
Q2 | $66.3M | Sell |
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|
2015
Q1 | $89.3M | Buy |
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|
2014
Q4 | $70.3M | Buy |
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|
2014
Q3 | $58M | Buy |
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|
2014
Q2 | $50.5M | Buy |
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|
2014
Q1 | $25.4M | Buy |
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|
2013
Q4 | $11.4M | Sell |
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|
2013
Q3 | $12.8M | Buy |
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|
2013
Q2 | $12.2M | Buy |
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