UNITED CAPITAL FINANCIAL ADVISERS, LLC – SPDR Nuveen Bloomberg High Yield Municipal Bond ETF Transaction History
UNITED CAPITAL FINANCIAL ADVISERS, LLC portfolio value:
$47.67M
portfolio value
UNITED CAPITAL FINANCIAL ADVISERS, LLC quarter portfolio value change:
-6.73%
quarter
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +25.30% | 200.85K shares | 6.87M | $47.92 | 994.91K |
| Q2 2022 | share | Increase | +19.81% | 131.29K shares | 4.24M | $51.38 | 794.05K |
| Q1 2022 | share | Increase | +19.79% | 109.48K shares | 3.31M | $55.15 | 662.75K |
| Q4 2021 | share | Increase | +15.97% | 76.19K shares | 4.64M | $60.05 | 553.27K |
| Q3 2021 | share | Increase | +17.75% | 71.91K shares | 3.95M | $59.48 | 477.08K |
| Q2 2021 | share | Increase | +25.94% | 83.46K shares | 5.55M | $59.9 | 405.17K |
| Q1 2021 | share | Increase | +25.59% | 65.56K shares | 3.97M | $57.96 | 321.70K |
| Q4 2020 | share | Increase | +35.21% | 66.70K shares | 4.33M | $57.28 | 256.14K |
| Q3 2020 | share | Increase | +3251.82% | 183.79K shares | 10.45M | $54.56 | 189.44K |
| Q2 2020 | share | Increase | +31.75% | 1.36K shares | 84K | $53.6 | 5.65K |
| Q1 2020 | share | Decrease | -27.80% | -1.65K shares | -116K | $51.52 | 4.29K |
| Q4 2019 | share | Decrease | -41.53% | -4.22K shares | -252K | $55.22 | 5.94K |
| Q3 2019 | share | Increase | +30.01% | 2.34K shares | 146K | $54.87 | 10.16K |
| Q2 2019 | share | Increase | +54.64% | 2.76K shares | 167K | $53.48 | 7.81K |
| Q1 2019 | share | Decrease | -9.15% | -509 shares | -22K | $52.02 | 5.05K |
| Q4 2018 | share | Increase | +23.32% | 1.05K shares | 58K | $50.42 | 5.56K |
| Q3 2018 | share | Increase | +0.92% | 41 shares | 1K | $49.9 | 4.51K |
| Q2 2018 | share | Decrease | -0.73% | -33 shares | 2K | $49.59 | 4.47K |
| Q1 2018 | share | Increase | +0.74% | 33 shares | 2K | $48.46 | 4.50K |
| Q4 2017 | share | Decrease | -12.96% | -666 shares | -44K | $48.06 | 4.47K |
| Q3 2017 | share | 0.00% | 0 shares | 1K | $48.69 | 5.13K | |
| Q2 2017 | share | Decrease | -0.31% | -16 shares | 0 | $48.07 | 5.13K |
| Q1 2017 | share | 0.00% | 0 shares | 4K | $47.41 | 5.15K | |
| Q4 2016 | share | Increase | +35.07% | 1.33K shares | 62K | $46.56 | 5.15K |
| Q3 2016 | share | Decrease | -1.19% | -46 shares | -6K | $48.74 | 3.81K |
| Q2 2016 | share | 0.00% | 0 shares | 9K | $48.69 | 3.86K | |
| Q1 2016 | share | Increase | 0.00% | 3.86K shares | 223K | $46.47 | 3.86K |