UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in SMLV — State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF
CIK 1463217
IRVING, TX
All Filings in SMLV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMLV | $707,058 | 5,158 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 SMLV | $697,611 | 5,320 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 SMLV | $720,575 | 5,554 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 SMLV | $723,886 | 5,786 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 SMLV | $724,933 | 5,900 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 SMLV | $776,500 | 6,084 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 SMLV | $783,207 | 6,305 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 SMLV | $717,110 | 6,518 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 SMLV | $750,107 | 6,695 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 SMLV | $786,289 | 6,988 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 SMLV | $987,714 | 9,987 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 SMLV | $1,206,840 | 11,684 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 SMLV | $1,420,201 | 13,509 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 SMLV | $1,898,300 | 17,634 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 SMLV | $2,376,474 | 24,068 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 SMLV | $2,850,975 | 27,337 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 SMLV | $3,443,522 | 30,164 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 SMLV | $4,255,516 | 35,614 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 SMLV | $4,895,635 | 43,637 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 SMLV | $5,400,154 | 47,963 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 SMLV | $6,269,714 | 56,271 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 SMLV | $6,849,153 | 71,569 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 SMLV | $6,479,320 | 85,513 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 SMLV | $7,688,568 | 100,728 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 SMLV | $7,634,386 | 115,515 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||