UCFA
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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
Q2 		$28.8M Sell
38,600
-2,200
-5% -$1.6M 0.16% 123
2026
Q1 		$26.5M Buy
40,800
+7,700
+23% +$5.24M 0.16% 116
2025
Q4 		$22.6M Buy
33,100
+500
+2% +$338K 0.14% 134
2025
Q3 		$21.7M Buy
32,600
+600
+2% +$385K 0.16% 122
2025
Q2 		$19.8M Buy
32,000
+800
+3% +$457K 0.16% 118
2025
Q1 		$17.5M Buy
31,200
+16,800
+117% +$9.87M 0.15% 120
2024
Q4 		$8.44M Sell
14,400
-8,592,000
-100% -$5.06B 0.07% 202
2024
Q3 		$15K Buy
8,606,400
+8,591,500
+57,661% +$4.75B ﹤0.01% 1051
2024
Q2 		$8.11M Sell
14,900
-800
-5% -$419K 0.07% 202
2024
Q1 		$8.21M Buy
+15,700
New +$7.82M 0.07% 203
2023
Q3 		– Sell
-1,100
Closed -$488K – 893
2023
Q2 		$488K Sell
1,100
-10,000
-90% -$4.2M ﹤0.01% 683
2023
Q1 		$4.54M Buy
+11,100
New +$4.43M 0.03% 330
2022
Q2 		– Sell
-8,100
Closed -$3.66M – 1191
2022
Q1 		$3.66M Buy
8,100
+8,034
+12,173% +$3.58M 0.02% 412
2021
Q4 		$3.13M Buy
+66
New +$30.3K 0.01% 453
2021
Q1 		– Sell
-4,000
Closed -$1.5M – 1238
2020
Q4 		$1.5M Hold
4,000
– – 0.01% 573
2020
Q3 		$1.34M Buy
4,000
+3,960
+9,900% +$1.31M 0.01% 588
2020
Q2 		$1.23M Buy
+40
New +$11.7K 0.01% 607
2020
Q1 		– Sell
-40
Closed -$1.29M – 1354
2019
Q4 		$1.29M Buy
40
+3
+8% +$924 0.01% 696
2019
Q3 		$1.1M Sell
37
-87,663
-100% -$25.9M 0.01% 719
2019
Q2 		$25.7M Buy
87,700
+40,800
+87% +$11.7M 0.17% 129
2019
Q1 		$13.2M Buy
+46,900
New +$12.7M 0.09% 243

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

United Capital Financial Advisors's SPY Position: Q2 2026 in Review

United Capital Financial Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.1% in Q2 2026, selling an estimated $17.4M and leaving 740,299 shares worth $553M. The position accounts for 3.05% of the portfolio, ranked #3.

United Capital Financial Advisors first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. 4,655 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • United Capital Financial Advisors held 740,299 shares of State Street SPDR S&P 500 ETF Trust worth $553M as of Q2 2026.
  • United Capital Financial Advisors sold 23,995 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $17.4M.
  • State Street SPDR S&P 500 ETF Trust made up 3.05% of United Capital Financial Advisors's portfolio in Q2 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 53 quarters since.
  • 4,655 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.