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United Capital Financial Advisors’s Syntax Stratified LargeCap ETF SSPY Stock Holding History

United Capital Financial Advisors’s Portfolio SSPY Stock Details SSPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$692K Buy
7,836
+4,989
+175% +$451K ﹤0.01% 915
2025
Q4 		$247K Buy
+2,847
New +$247K ﹤0.01% 1246

Other funds holding SSPY

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
GS
GTS Securities New York $4.75B AUM 41.97% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $126M AUM 15.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PPW
PACK Private Wealth Wayzata, Minnesota $241M AUM 24.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

United Capital Financial Advisors increased its Syntax Stratified LargeCap ETF (SSPY) stake by 175% in Q1 2026, buying an estimated $451K and bringing the position to 7,836 shares worth $692K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

United Capital Financial Advisors first reported a position in SSPY in Q4 2025 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold SSPY as of Q1 2026.

  • United Capital Financial Advisors held 7,836 shares of Syntax Stratified LargeCap ETF worth $692K as of Q1 2026.
  • United Capital Financial Advisors bought 4,989 Syntax Stratified LargeCap ETF shares in Q1 2026, an estimated $451K.
  • Syntax Stratified LargeCap ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #915 holding.
  • United Capital Financial Advisors first reported a position in Syntax Stratified LargeCap ETF in Q4 2025 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Syntax Stratified LargeCap ETF as of Q1 2026.

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