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Spdr Series Trust shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Spdr Series Trust (XSW) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Spdr Series Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Series Trust by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $218k 1.5k 150.33
2022-12-31 $217k 2.0k 108.72

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 Series Trust

Bank of America Corporation
McGuire Investment Group
Jpmorgan Chase & Co
UBS Group
Stifel Financial
Raymond James & Associates
Ieq Capital
Northeast Financial Consultants
Wells Fargo & Company
Advisor Group Holdings
Amica Mutual Insurance Company
HighTower Advisors
Level Four Advisory Services
Fort Point Capital Partners
Goldman Sachs Group

View all funds holding Spdr Series Trust