UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for SPY

UNITED CAPITAL FINANCIAL ADVISORS, LLC currently holds 764.3K shares with a market value of $497.1M. It started holding SPY on 2024-09-30. At its peak, it held 764.3K shares on 2026-03-31. Its highest holding value was $520.3M on 2025-12-31. At its lowest, it held 80.1K shares on 2025-06-30, with a value of $46.4M on 2025-03-31. In the recent 180 days, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 681.2K. In the recent year, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 681.3K.

It has also owned 30 contracts of calls, with the market value of the underlying securities totaling $2.0M on 2024-09-30. At its peak, it held 17.2K contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $2.3M on 2025-06-30. At its lowest, it held 27 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $3.0K on 2024-09-30. In the recent 180 days, UNITED CAPITAL FINANCIAL ADVISORS, LLC has decreased its holdings by 7 contracts. In the recent year, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its holdings by 3 contracts.

It has also owned 408 contracts of puts, with the market value of the underlying securities totaling $26.5M on 2024-09-30. At its peak, it held 86.1K contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $26.5M on 2026-03-31. At its lowest, it held 144 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $15.0K on 2024-09-30. In the recent 180 days, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its holdings by 82 contracts. In the recent year, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its holdings by 764.0K contracts.