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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.94M	Buy	38,401 +29,145	+315%	+$2.33M	0.02%	472
2025 Q4	$743K	Sell	9,256 -402	-4%	-$32K	﹤0.01%	831
2025 Q3	$757K	Sell	9,658 -1,123	-10%	-$84.7K	0.01%	736
2025 Q2	$784K	Sell	10,781 -93	-0.9%	-$6.25K	0.01%	663
2025 Q1	$715K	Sell	10,874 -1,460	-12%	-$101K	0.01%	645
2024 Q4	$850K	Buy	12,334 +185	+2%	+$12.8K	0.01%	594
2024 Q3	$820K	Sell	12,149 -636	-5%	-$41.4K	0.01%	595
2024 Q2	$818K	Sell	12,785 -878	-6%	-$54.1K	0.01%	577
2024 Q1	$841K	Buy	13,663 +1,819	+15%	+$107K	0.01%	603
2023 Q4	$662K	Sell	11,844 -381	-3%	-$20K	0.01%	658
2023 Q3	$614K	Sell	12,225 -971	-7%	-$50.8K	﹤0.01%	602
2023 Q2	$688K	Buy	13,196 +1,664	+14%	+$82.1K	﹤0.01%	631
2023 Q1	$555K	Sell	11,532 -1,514	-12%	-$71K	﹤0.01%	706
2022 Q4	$587K	Sell	13,046 -1,916	-13%	-$86.6K	﹤0.01%	729
2022 Q3	$628K	Buy	14,962 +826	+6%	+$38.6K	﹤0.01%	715
2022 Q2	$627K	Hold	14,136	–	–	﹤0.01%	739
2022 Q1	$751K	Buy	14,136 +1,601	+13%	+$83.8K	﹤0.01%	739
2021 Q4	$700K	Buy	12,535 +73	+0.6%	+$3.94K	﹤0.01%	776
2021 Q3	$629K	Buy	12,462 +2,896	+30%	+$150K	﹤0.01%	802
2021 Q2	$481K	Buy	+9,566	New	+$469K	﹤0.01%	868
2020 Q1	–	Sell	-5,376	Closed	-$203K	–	1352
2019 Q4	$203K	Sell	5,376 -1,123	-17%	-$40.6K	﹤0.01%	1279
2019 Q3	$226K	Sell	6,499 -1,671	-20%	-$58.1K	﹤0.01%	1159
2019 Q2	$282K	Buy	+8,170	New	+$277K	﹤0.01%	1244

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

United Capital Financial Advisors's SPYM Position: Q1 2026 in Review

United Capital Financial Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 315% in Q1 2026, buying an estimated $2.33M and bringing the position to 38,401 shares worth $2.94M. The position accounts for 0.02% of the portfolio, ranked #472.

United Capital Financial Advisors first reported a position in SPYM in Q2 2019 and has held it in 23 quarters since. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

United Capital Financial Advisors held 38,401 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.94M as of Q1 2026.
United Capital Financial Advisors bought 29,145 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $2.33M.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of United Capital Financial Advisors's portfolio in Q1 2026, its #472 holding.
United Capital Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2019 and has held it in 23 quarters since.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.