United Capital Financial Advisors’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $497M | Buy |
764,294
+1,303
| +0.2% | +$886K | 3.06% | 3 |
|
|
2025
Q4 | $520M | Buy |
762,991
+679,882
| +818% | +$460M | 3.13% | 3 |
|
|
2025
Q3 | $55.4M | Buy |
83,109
+2,975
| +4% | +$1.91M | 0.4% | 52 |
|
|
2025
Q2 | $49.5M | Sell |
80,134
-2,887
| -3% | -$1.65M | 0.4% | 52 |
|
|
2025
Q1 | $46.4M | Sell |
83,021
-3,030
| -4% | -$1.78M | 0.4% | 52 |
|
|
2024
Q4 | $50.4M | Sell |
86,051
-3,775
| -4% | -$2.22M | 0.43% | 51 |
|
|
2024
Q3 | $51.5M | Sell |
89,826
-1,598
| -2% | -$884K | 0.42% | 55 |
|
|
2024
Q2 | $49.8M | Sell |
91,424
-4,301
| -4% | -$2.25M | 0.43% | 53 |
|
|
2024
Q1 | $50.1M | Buy |
95,725
+957
| +1% | +$476K | 0.41% | 54 |
|
|
2023
Q4 | $45M | Sell |
94,768
-27,239
| -22% | -$12.1M | 0.37% | 59 |
|
|
2023
Q3 | $52.2M | Sell |
122,007
-9,451
| -7% | -$4.2M | 0.34% | 66 |
|
|
2023
Q2 | $58.3M | Sell |
131,458
-6,113
| -4% | -$2.57M | 0.32% | 66 |
|
|
2023
Q1 | $56.3M | Sell |
137,571
-60,152
| -30% | -$24M | 0.31% | 65 |
|
|
2022
Q4 | $75.6M | Buy |
197,723
+22,279
| +13% | +$8.56M | 0.42% | 46 |
|
|
2022
Q3 | $62.7M | Sell |
175,444
-5,714
| -3% | -$2.27M | 0.37% | 52 |
|
|
2022
Q2 | $68.3M | Buy |
181,158
+7,049
| +4% | +$2.89M | 0.38% | 50 |
|
|
2022
Q1 | $78.6M | Sell |
174,109
-11,068
| -6% | -$4.93M | 0.38% | 51 |
|
|
2021
Q4 | $88M | Buy |
185,177
+3,374
| +2% | +$1.55M | 0.41% | 48 |
|
|
2021
Q3 | $78M | Buy |
181,803
+3,058
| +2% | +$1.35M | 0.39% | 51 |
|
|
2021
Q2 | $76.5M | Sell |
178,745
-92,353
| -34% | -$38.5M | 0.39% | 52 |
|
|
2021
Q1 | $107M | Sell |
271,098
-17,859
| -6% | -$6.89M | 0.59% | 30 |
|
|
2020
Q4 | $108M | Sell |
288,957
-31,224
| -10% | -$11.1M | 0.65% | 25 |
|
|
2020
Q3 | $107M | Sell |
320,181
-34,075
| -10% | -$11.3M | 0.7% | 20 |
|
|
2020
Q2 | $109M | Sell |
354,256
-18,007
| -5% | -$5.27M | 0.79% | 16 |
|
|
2020
Q1 | $96M | Sell |
372,263
-20,259
| -5% | -$6.18M | 0.79% | 18 |
|
|
2019
Q4 | $126M | Buy |
392,522
+18,380
| +5% | +$5.66M | 0.82% | 15 |
|
|
2019
Q3 | $111M | Buy |
374,142
+30,390
| +9% | +$8.98M | 0.78% | 15 |
|
|
2019
Q2 | $101M | Sell |
343,752
-47,742
| -12% | -$13.7M | 0.66% | 21 |
|
|
2019
Q1 | $111M | Sell |
391,494
-99,656
| -20% | -$27.1M | 0.78% | 17 |
|
|
2018
Q4 | $122M | Sell |
491,150
-1,072
| -0.2% | -$289K | 0.97% | 15 |
|
|
2018
Q3 | $143M | Sell |
492,222
-137,639
| -22% | -$39.2M | 1.01% | 11 |
|
|
2018
Q2 | $171M | Buy |
629,861
+40,406
| +7% | +$10.9M | 1.27% | 12 |
|
|
2018
Q1 | $155M | Sell |
589,455
-6,296
| -1% | -$1.72M | 1.18% | 12 |
|
|
2017
Q4 | $160M | Buy |
595,751
+67,032
| +13% | +$17.4M | 1.26% | 11 |
|
|
2017
Q3 | $133M | Sell |
528,719
-22,834
| -4% | -$5.63M | 1.13% | 11 |
|
|
2017
Q2 | $133M | Sell |
551,553
-34,136
| -6% | -$8.18M | 1.19% | 12 |
|
|
2017
Q1 | $138M | Buy |
585,689
+161,604
| +38% | +$37.6M | 1.29% | 12 |
|
|
2016
Q4 | $94.8M | Buy |
424,085
+204,938
| +94% | +$44.8M | 0.92% | 14 |
|
|
2016
Q3 | $47.4M | Sell |
219,147
-91,611
| -29% | -$19.8M | 0.46% | 37 |
|
|
2016
Q2 | $64.9M | Buy |
310,758
+12,052
| +4% | +$2.5M | 0.66% | 23 |
|
|
2016
Q1 | $61.4M | Sell |
298,706
-58,945
| -16% | -$11.5M | 0.68% | 23 |
|
|
2015
Q4 | $72.9M | Buy |
357,651
+43,341
| +14% | +$8.9M | 0.84% | 19 |
|
|
2015
Q3 | $60.2M | Sell |
314,310
-7,945
| -2% | -$1.61M | 0.72% | 19 |
|
|
2015
Q2 | $66.3M | Sell |
322,255
-105,915
| -25% | -$22.3M | 0.77% | 18 |
|
|
2015
Q1 | $89.3M | Buy |
428,170
+85,941
| +25% | +$17.7M | 1.09% | 9 |
|
|
2014
Q4 | $70.3M | Buy |
342,229
+47,781
| +16% | +$9.61M | 1.05% | 10 |
|
|
2014
Q3 | $58M | Buy |
294,448
+36,491
| +14% | +$7.21M | 1.01% | 11 |
|
|
2014
Q2 | $50.5M | Buy |
257,957
+122,209
| +90% | +$23.2M | 0.94% | 14 |
|
|
2014
Q1 | $25.4M | Buy |
135,748
+73,922
| +120% | +$13.6M | 0.54% | 37 |
|
|
2013
Q4 | $11.4M | Sell |
61,826
-14,660
| -19% | -$2.59M | 0.39% | 72 |
|
|
2013
Q3 | $12.8M | Buy |
76,486
+264
| +0.3% | +$44.2K | 0.41% | 53 |
|
|
2013
Q2 | $12.2M | Buy |
+76,222
| New | +$12.3M | 0.32% | 82 |
|
Other funds holding SPY
United Capital Financial Advisors's SPY Position: Q1 2026 in Review
United Capital Financial Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.17% in Q1 2026, buying an estimated $886K and bringing the position to 764,294 shares worth $497M. The position accounts for 3.06% of the portfolio, ranked #3.
United Capital Financial Advisors first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $520M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- United Capital Financial Advisors held 764,294 shares of State Street SPDR S&P 500 ETF Trust worth $497M as of Q1 2026.
- United Capital Financial Advisors bought 1,303 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $886K.
- State Street SPDR S&P 500 ETF Trust made up 3.06% of United Capital Financial Advisors's portfolio in Q1 2026, its #3 holding.
- United Capital Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $520M in Q4 2025.
- 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.