United Capital Financial Advisers »

Spdr Ser Tr cmn shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Spdr Ser Tr cmn (SMLV) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Spdr Ser Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr cmn held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Ser Tr cmn by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $786k 7.0k 112.52
2023-09-30 $988k 10k 98.90
2023-06-30 $1.2M 12k 103.29
2023-03-31 $1.4M 14k 105.13
2022-12-31 $1.9M 18k 107.65
2022-09-30 $2.4M 24k 98.72
2022-06-30 $2.9M 27k 104.29
2022-03-31 $3.4M 30k 114.18
2021-12-31 $4.3M 36k 119.50
2021-09-30 $4.9M 44k 112.20
2021-06-30 $5.4M 48k 112.59
2021-03-31 $6.3M 56k 111.43
2020-12-31 $6.8M 72k 95.70
2020-09-30 $6.5M 86k 75.77
2020-06-30 $7.7M 101k 76.33
2020-03-31 $7.6M 116k 66.09
2019-12-31 $13M 126k 100.08
2019-09-30 $12M 130k 95.07
2019-06-30 $12M 132k 93.02
2019-03-31 $11M 123k 91.49
2018-12-31 $9.8M 118k 82.88
2018-09-30 $11M 116k 96.94
2018-06-30 $11M 115k 95.25
2018-03-31 $10M 116k 88.76
2017-12-31 $9.9M 109k 91.35
2017-09-30 $9.9M 103k 95.78
2017-06-30 $10M 110k 92.29
2017-03-31 $9.9M 108k 91.55
2016-12-31 $11M 116k 93.43
2016-09-30 $9.9M 120k 81.97
2016-06-30 $8.5M 108k 78.00
2016-03-31 $5.5M 72k 76.74
2015-12-31 $3.5M 47k 74.66
2015-09-30 $2.0M 28k 71.76
2015-06-30 $2.1M 27k 77.20
2015-03-31 $1.8M 24k 76.93
2014-12-31 $1.8M 24k 77.97

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

Top funds holding Spdr Ser Tr cmn

Congress Wealth Management LLC / DE /
McNaughton Wealth Management
DORVAL Corp
Kestra Advisory Services
Commonwealth Equity Services
Goldman Sachs Group
IAG Wealth Partners
Johnson & White Wealth Management
Bank of America Corporation
NovaPoint Capital
Pnc Financial Services
H D Vest Advisory Services
UBS Group
Insight Advisors, LLC/ PA
Capital Analysts

View all funds holding Spdr Ser Tr cmn