UNITED CAPITAL FINANCIAL ADVISORS, LLC historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, UNITED CAPITAL FINANCIAL ADVISORS, LLC opened 2,127 positions, added to 2,540, reduced 2,720 and sold out of 1,730.
- Q3 2013: Stock EEM; Country of operation —; Class ETF; Shares before 349,631.
- Q3 2013: Stock VTI; Country of operation —; Class ETF; Shares before 527,504.
- Q3 2013: Stock XLB; Country of operation —; Class ETF; Shares before 1,032,732.
- Q3 2013: Stock SCHB; Country of operation —; Class ETF; Shares before 1,384,539.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1463217), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-11); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-11); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-11); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-13); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-13); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-14); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-20); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2009-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2013 | EEM
iShares MSCI Emerging Markets | | ETF | 349,631 | 920,103 | +570,472 | $13,461,000 | $37,499,000 | +$24,038,000 | 2013-11-14 |
|---|
| Q3 2013 | VTI
Vanguard Total Stock Market ETF | | ETF | 527,504 | 667,624 | +140,120 | $43,609,000 | $58,517,000 | +$14,908,000 | 2013-11-14 |
|---|
| Q3 2013 | XLB
Materials Select Sector SPDR | | ETF | 1,032,732 | 1,254,754 | +222,022 | $39,600,000 | $52,712,000 | +$13,112,000 | 2013-11-14 |
|---|
| Q3 2013 | SCHB
Schwab U.S. Broad Market ETF | | ETF | 1,384,539 | 1,622,611 | +238,072 | $53,872,000 | $66,673,000 | +$12,801,000 | 2013-11-14 |
|---|
| Q3 2013 | SHY
iShares Barclays 1-3 Year Treasury Bond | | ETF | 7,641 | 148,505 | +140,864 | $644,000 | $12,544,000 | +$11,900,000 | 2013-11-14 |
|---|
| Q3 2013 | IGSB
iShares Barclays 1-3 Year Credit Bond | | ETF | 19,576 | 130,141 | +110,565 | $2,056,000 | $13,701,000 | +$11,645,000 | 2013-11-14 |
|---|
| Q3 2013 | IYE
iShares U.S. Energy ETF | | ETF | 925,293 | 1,117,855 | +192,562 | $41,203,000 | $52,651,000 | +$11,448,000 | 2013-11-14 |
|---|
| Q3 2013 | IVE
iShares S&P 500 Value Index | | ETF | 683,291 | 807,195 | +123,904 | $51,773,000 | $63,220,000 | +$11,447,000 | 2013-11-14 |
|---|
| Q3 2013 | IDU
iShares U.S. Utilities ETF | | ETF | 446,205 | 554,427 | +108,222 | $42,202,000 | $52,055,000 | +$9,853,000 | 2013-11-14 |
|---|
| Q3 2013 | IYJ
iShares U.S. Industrials ETF | | ETF | 520,509 | 584,818 | +64,309 | $43,166,000 | $52,938,000 | +$9,772,000 | 2013-11-14 |
|---|
| Q3 2013 | IEFA
iShares Core MSCI EAFE ETF | | ETF | 531,848 | 634,348 | +102,500 | $27,369,000 | $36,564,000 | +$9,195,000 | 2013-11-14 |
|---|
| Q3 2013 | IVW
iShares S&P 500 Growth Index | | ETF | 736,280 | 792,463 | +56,183 | $61,855,000 | $70,814,000 | +$8,959,000 | 2013-11-14 |
|---|
| Q3 2013 | XLF
Financial Select Sector SPDR | | ETF | 2,414,535 | 2,802,240 | +387,705 | $46,951,000 | $55,779,000 | +$8,828,000 | 2013-11-14 |
|---|
| Q3 2013 | XLY
Consumer Discret Select Sector SPDR | | ETF | 792,021 | 880,384 | +88,363 | $44,670,000 | $53,378,000 | +$8,708,000 | 2013-11-14 |
|---|
| Q3 2013 | IYW
iShares U.S. Technology ETF | | ETF | 600,696 | 670,510 | +69,814 | $44,229,000 | $52,836,000 | +$8,607,000 | 2013-11-14 |
|---|
| Q3 2013 | VO
Vanguard Mid-Cap ETF | | ETF | 4,029 | 82,622 | +78,593 | $383,000 | $8,467,000 | +$8,084,000 | 2013-11-14 |
|---|
| Q3 2013 | VB
Vanguard Small Cap ETF | | ETF | 4,878 | 64,321 | +59,443 | $457,000 | $6,592,000 | +$6,135,000 | 2013-11-14 |
|---|
| Q3 2013 | IVV
iShares Core S&P 500 ETF | | ETF | 363,784 | 382,420 | +18,636 | $58,526,000 | $64,591,000 | +$6,065,000 | 2013-11-14 |
|---|
| Q3 2013 | IWV
iShares Russell 3000 Index | | ETF | 675,211 | 697,288 | +22,077 | $65,090,000 | $70,524,000 | +$5,434,000 | 2013-11-14 |
|---|
| Q3 2013 | EFA
iShares MSCI EAFE | | ETF | 707,200 | 720,121 | +12,921 | $40,523,000 | $45,944,000 | +$5,421,000 | 2013-11-14 |
|---|
| Q3 2013 | EWC
iShares MSCI Canada Index | | ETF | 133,685 | 285,172 | +151,487 | $3,496,000 | $8,073,000 | +$4,577,000 | 2013-11-14 |
|---|
| Q3 2013 | IEMG
iShares Core MSCI Emerging Markets ETF | | ETF | 278,146 | 353,152 | +75,006 | $12,811,000 | $17,181,000 | +$4,370,000 | 2013-11-14 |
|---|
| Q3 2013 | TLT
iShares Barclays 20+ Year Treas Bond | | ETF | 188,851 | 233,503 | +44,652 | $20,857,000 | $24,845,000 | +$3,988,000 | 2013-11-14 |
|---|
| Q3 2013 | EFV
iShares MSCI EAFE Value | | ETF | 374,935 | 403,088 | +28,153 | $18,139,000 | $21,932,000 | +$3,793,000 | 2013-11-14 |
|---|
| Q3 2013 | IJT
iShares S&P SmallCap 600 Growth | | ETF | 244,053 | 250,950 | +6,897 | $23,637,000 | $27,193,000 | +$3,556,000 | 2013-11-14 |
|---|
| Q3 2013 | IDV
iShares International Select Div ETF | | ETF | 104,293 | 177,231 | +72,938 | $3,320,000 | $6,426,000 | +$3,106,000 | 2013-11-14 |
|---|
| Q3 2013 | TIP
iShares Barclays TIPS Bond | | ETF | 441,232 | 465,082 | +23,850 | $49,422,000 | $52,359,000 | +$2,937,000 | 2013-11-14 |
|---|
| Q3 2013 | IJS
iShares S&P SmallCap 600 Value Index | | ETF | 111,611 | 127,001 | +15,390 | $10,429,000 | $12,982,000 | +$2,553,000 | 2013-11-14 |
|---|
| Q3 2013 | BND
Vanguard Total Bond Market ETF | | ETF | 250,552 | 282,104 | +31,552 | $20,265,000 | $22,817,000 | +$2,552,000 | 2013-11-14 |
|---|
| Q3 2013 | EFG
iShares MSCI EAFE Growth | | ETF | 289,434 | 298,100 | +8,666 | $17,873,000 | $20,310,000 | +$2,437,000 | 2013-11-14 |
|---|
| Q3 2013 | IJH
iShares Core S&P Mid-Cap ETF | | ETF | 75,841 | 88,223 | +12,382 | $8,760,000 | $10,952,000 | +$2,192,000 | 2013-11-14 |
|---|
| Q3 2013 | SCZ
iShares MSCI EAFE Small-Cap | | ETF | 156,796 | 180,550 | +23,754 | $6,576,000 | $8,758,000 | +$2,182,000 | 2013-11-14 |
|---|
| Q3 2013 | VONG
Vanguard Russell 1000 Growth Index ETF | | ETF | 176,917 | 188,695 | +11,778 | $13,166,000 | $15,112,000 | +$1,946,000 | 2013-11-14 |
|---|
| Q3 2013 | IJR
iShares Core S&P Small-Cap ETF | | ETF | 113,266 | 120,996 | +7,730 | $10,229,000 | $12,075,000 | +$1,846,000 | 2013-11-14 |
|---|
| Q3 2013 | BOND
PIMCO Total Return ETF | | ETF | 133,374 | 147,923 | +14,549 | $14,068,000 | $15,661,000 | +$1,593,000 | 2013-11-14 |
|---|
| Q3 2013 | AGG
iShares Core Total US Bond Market ETF | | ETF | 191,748 | 204,070 | +12,322 | $20,557,000 | $21,876,000 | +$1,319,000 | 2013-11-14 |
|---|
| Q3 2013 | SCHG
Schwab U.S. Large-Cap Growth ETF | | ETF | 106,056 | 129,305 | +23,249 | $4,042,000 | $5,312,000 | +$1,270,000 | 2013-11-14 |
|---|
| Q3 2013 | SCHF
Schwab International Equity ETF | | ETF | 131,508 | 157,801 | +26,293 | $3,582,000 | $4,796,000 | +$1,214,000 | 2013-11-14 |
|---|
| Q3 2013 | SCHV
Schwab U.S. Large-Cap Value ETF | | ETF | 123,670 | 150,447 | +26,777 | $4,477,000 | $5,612,000 | +$1,135,000 | 2013-11-14 |
|---|
| Q3 2013 | SCHM
Schwab U.S. Mid-Cap ETF | | ETF | 91,008 | 107,889 | +16,881 | $2,908,000 | $3,735,000 | +$827,000 | 2013-11-14 |
|---|
| Q3 2013 | IWC
iShares Russell Microcap Index | | ETF | 27,843 | 36,735 | +8,892 | $1,719,000 | $2,516,000 | +$797,000 | 2013-11-14 |
|---|
| Q3 2013 | Guggenheim S&P 500 Equal Weight
CUSIP 78355W106 | | ETF | 80,123 | 85,468 | +5,345 | $4,909,000 | $5,573,000 | +$664,000 | 2013-11-14 |
|---|
| Q3 2013 | SPY
SPDR S&P 500 | | ETF | 76,222 | 76,486 | +264 | $12,228,000 | $12,850,000 | +$622,000 | 2013-11-14 |
|---|
| Q3 2013 | EMB
iShares JPMorgan USD Emerg Markets Bond | | ETF | 5,834 | 11,515 | +5,681 | $639,000 | $1,255,000 | +$616,000 | 2013-11-14 |
|---|
| Q3 2013 | SCHZ
Schwab U.S. Aggregate Bond ETF | | ETF | 91,472 | 102,518 | +11,046 | $4,623,000 | $5,211,000 | +$588,000 | 2013-11-14 |
|---|
| Q3 2013 | TLH
iShares Barclays 10-20 Year Treasury Bd | | ETF | 53,346 | 58,616 | +5,270 | $6,751,000 | $7,338,000 | +$587,000 | 2013-11-14 |
|---|
| Q3 2013 | ALPS Alerian MLP ETF
CUSIP 00162Q866 | | ETF | 169,145 | 203,656 | +34,511 | $3,019,000 | $3,582,000 | +$563,000 | 2013-11-14 |
|---|
| Q3 2013 | DGS
WisdomTree Emerging Mkts SmallCap Div | | ETF | 49,457 | 60,196 | +10,739 | $2,277,000 | $2,808,000 | +$531,000 | 2013-11-14 |
|---|
| Q3 2013 | MDY
SPDR S&P MidCap 400 | | ETF | 16,263 | 17,095 | +832 | $3,417,000 | $3,869,000 | +$452,000 | 2013-11-14 |
|---|
| Q3 2013 | VUG
Vanguard Growth ETF | | ETF | 6,896 | 11,667 | +4,771 | $539,000 | $987,000 | +$448,000 | 2013-11-14 |
|---|
| Q3 2013 | OEF
iShares S&P 100 Index | | ETF | 55,890 | 59,580 | +3,690 | $4,021,000 | $4,459,000 | +$438,000 | 2013-11-14 |
|---|
| Q3 2013 | SCHC
Schwab International Small-Cap Eq ETF | | ETF | 45,029 | 53,561 | +8,532 | $1,216,000 | $1,652,000 | +$436,000 | 2013-11-14 |
|---|
| Q3 2013 | GVI
iShares Barclays Interm Govt/Credit Bond | | ETF | 31,260 | 35,076 | +3,816 | $3,433,000 | $3,862,000 | +$429,000 | 2013-11-14 |
|---|
| Q3 2013 | MUB
iShares S&P National AMT-Free Muni Bd | | ETF | 75,943 | 80,290 | +4,347 | $7,977,000 | $8,390,000 | +$413,000 | 2013-11-14 |
|---|
| Q3 2013 | XLE
Energy Select Sector SPDR | | ETF | 27,315 | 30,739 | +3,424 | $2,139,000 | $2,549,000 | +$410,000 | 2013-11-14 |
|---|
| Q3 2013 | VIOO
Vanguard S&P Small-Cap 600 Index ETF | | ETF | 2,520 | 6,498 | +3,978 | $206,000 | $587,000 | +$381,000 | 2013-11-14 |
|---|
| Q3 2013 | IYY
iShares Dow Jones U.S. ETF | | ETF | 20,436 | 23,797 | +3,361 | $1,649,000 | $2,028,000 | +$379,000 | 2013-11-14 |
|---|
| Q3 2013 | SCHE
Schwab Emerging Markets Equity ETF | | ETF | 174,735 | 179,428 | +4,693 | $4,080,000 | $4,412,000 | +$332,000 | 2013-11-14 |
|---|
| Q3 2013 | SCHA
Schwab U.S. Small-Cap ETF | | ETF | 44,705 | 47,474 | +2,769 | $1,967,000 | $2,289,000 | +$322,000 | 2013-11-14 |
|---|
| Q3 2013 | Guggenheim Frontier Markets
CUSIP 18383Q838 | | ETF | 18,736 | 31,077 | +12,341 | $301,000 | $519,000 | +$218,000 | 2013-11-14 |
|---|
| Q3 2013 | SCHD
Schwab U.S. Dividend Equity ETF | | ETF | 76,443 | 79,813 | +3,370 | $2,500,000 | $2,686,000 | +$186,000 | 2013-11-14 |
|---|
| Q3 2013 | XLK
Technology Select Sector SPDR | | ETF | 76,073 | 77,923 | +1,850 | $2,327,000 | $2,497,000 | +$170,000 | 2013-11-14 |
|---|
| Q3 2013 | RWX
SPDR Dow Jones Intl Real Estate | | ETF | 20,046 | 22,961 | +2,915 | $800,000 | $967,000 | +$167,000 | 2013-11-14 |
|---|
| Q3 2013 | DIA
SPDR Dow Jones Industrial Average | | ETF | 4,393 | 5,243 | +850 | $653,000 | $792,000 | +$139,000 | 2013-11-14 |
|---|
| Q3 2013 | SUB
iShares S&P S/T Natnl AMT-Free Muni Bd | | ETF | 14,424 | 15,406 | +982 | $1,519,000 | $1,636,000 | +$117,000 | 2013-11-14 |
|---|
| Q3 2013 | IGE
iShares North American Natural Resources | | ETF | 21,357 | 21,852 | +495 | $817,000 | $906,000 | +$89,000 | 2013-11-14 |
|---|
| Q3 2013 | Market Vectors Gold Miners ETF
CUSIP 57060U100 | | ETF | 22,417 | 23,508 | +1,091 | $549,000 | $588,000 | +$39,000 | 2013-11-14 |
|---|
| Q3 2013 | VTV
Vanguard Value ETF | | ETF | 7,777 | 8,068 | +291 | $526,000 | $563,000 | +$37,000 | 2013-11-14 |
|---|
| Q3 2013 | VT
Vanguard Total World Stock Index ETF | | ETF | 7,034 | 7,040 | +6 | $362,000 | $391,000 | +$29,000 | 2013-11-14 |
|---|
| Q3 2013 | IFGL
iShares International Dev Rel Est ETF | | ETF | 10,153 | 10,304 | +151 | $318,000 | $345,000 | +$27,000 | 2013-11-14 |
|---|