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	$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 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 $377B AUM 19.32% 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. 4,558 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.
4,558 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.