UNITED CAPITAL FINANCIAL ADVISERS, LLC – SPDR Bloomberg High Yield Bond ETF Transaction History
UNITED CAPITAL FINANCIAL ADVISERS, LLC portfolio value:
$203.32M
portfolio value
UNITED CAPITAL FINANCIAL ADVISERS, LLC quarter portfolio value change:
-3.15%
quarter
SPDR Bloomberg High Yield Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.29% | 157.22K shares | 7.64M | $87.85 | 2.31M |
| Q2 2022 | share | Increase | +9.64% | 189.62K shares | -5.99M | $90.71 | 2.15M |
| Q1 2022 | share | Increase | +14.33% | 246.54K shares | 14.82M | $102.5 | 1.96M |
| Q4 2021 | share | Increase | +14.77% | 221.42K shares | 22.85M | $108.53 | 1.72M |
| Q3 2021 | share | Increase | +17.19% | 219.98K shares | 23.28M | $108.2 | 1.49M |
| Q2 2021 | share | Increase | +30.11% | 296.14K shares | 33.70M | $107.68 | 1.27M |
| Q1 2021 | share | Increase | +27.54% | 212.35K shares | 22.99M | $105.42 | 983.52K |
| Q4 2020 | share | Increase | +78.11% | 338.20K shares | 38.86M | $104.78 | 771.17K |
| Q3 2020 | share | Increase | +224.14% | 299.39K shares | 31.63M | $98.63 | 432.96K |
| Q2 2020 | share | Increase | +86.27% | 61.86K shares | 6.71M | $94.42 | 133.57K |
| Q1 2020 | share | Decrease | -66.59% | -142.90K shares | -16.71M | $87.11 | 71.71K |
| Q4 2019 | share | Increase | +34.80% | 55.4K shares | 6.19M | $99.83 | 214.61K |
| Q3 2019 | share | Increase | +81.79% | 71.63K shares | 7.77M | $97.35 | 159.21K |
| Q2 2019 | share | Increase | 0.00% | 87.58K shares | 9.54M | $96.21 | 87.58K |