United Capital Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,000	Closed	-$2.05M	–	1668
2025 Q4	$2.05M	Hold	3,000	–	–	0.01%	531
2025 Q3	$2M	Sell	3,000 -700	-19%	-$449K	0.01%	470
2025 Q2	$2.29M	Hold	3,700	–	–	0.02%	418
2025 Q1	$2.07M	Buy	3,700 +1,000	+37%	+$588K	0.02%	424
2024 Q4	$1.58M	Sell	2,700 -1,718,580	-100%	-$1.01B	0.01%	466
2024 Q3	$3K	Buy	1,721,280 +1,718,180	+55,425%	+$950M	﹤0.01%	1055
2024 Q2	$1.69M	Sell	3,100 -200	-6%	-$105K	0.01%	435
2024 Q1	$1.73M	Buy	+3,300	New	+$1.64M	0.01%	458
2019 Q4	–	Sell	-7	Closed	-$208K	–	1420
2019 Q3	$208K	Buy	+7	New	+$2.07K	﹤0.01%	1183

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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. 4,568 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.
4,568 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.