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UNITED CAPITAL FINANCIAL ADVISORS, LLC Historic Quarter Change: USA ETF, New

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UNITED CAPITAL FINANCIAL ADVISORS, LLC historic quarter change: USA ETF, New

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.

  • Q2 2026: Stock SPMD; Country of operation —; Class ST STR P400MID; Shares before 0.
  • Q2 2026: Stock BAI; Country of operation —; Class ISHA I IN TE ETF; Shares before 0.
  • Q2 2026: Stock SHM; Country of operation —; Class ST NUVE TERM ETF; Shares before 0.
  • Q2 2026: Stock BLCR; Country of operation —; Class ISHA LA CORE ETF; Shares before 0.

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).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SPMD
SPDR SERIES TRUST		ST STR P400MID01,492,239+1,492,239$0$100,740,612+$100,740,6122026-08-17
Q2 2026BAI
BLACKROCK ETF TRUST		ISHA I IN TE ETF01,275,000+1,275,000$0$67,163,228+$67,163,2282026-08-17
Q2 2026SHM
SPDR SERIES TRUST		ST NUVE TERM ETF01,357,212+1,357,212$0$65,059,735+$65,059,7352026-08-17
Q2 2026BLCR
BLACKROCK ETF TRUST		ISHA LA CORE ETF0936,830+936,830$0$47,226,032+$47,226,0322026-08-17
Q2 2026CORO
BLACKROCK ETF TRUST		ISHA IN CTRY ETF01,206,181+1,206,181$0$44,216,772+$44,216,7722026-08-17
Q2 2026SPSM
SPDR SERIES TRUST		ST STR SP600 SML0732,516+732,516$0$42,224,590+$42,224,5902026-08-17
Q2 2026IALT
BLACKROCK ETF TRUST		ISHA SYST AL ETF01,435,675+1,435,675$0$40,089,076+$40,089,0762026-08-17
Q2 2026GIGL
GOLDMAN SACHS ETF TR		CORPORATE BD ETF0785,639+785,639$0$39,714,032+$39,714,0322026-08-17
Q2 2026THRO
BLACKROCK ETF TRUST		ISHA US THEM ETF0823,625+823,625$0$35,532,944+$35,532,9442026-08-17
Q2 2026HELO
J P MORGAN EXCHANGE TRADED F		HEDG EQU LAD ETF0523,484+523,484$0$35,370,420+$35,370,4202026-08-17
Q2 2026GGOV
BLACKROCK ETF TRUST II		ISHA GLO USD ETF0698,409+698,409$0$35,114,440+$35,114,4402026-08-17
Q2 2026XLK
SELECT SECTOR SPDR TR		ST STR TECHN ETF0163,592+163,592$0$31,168,931+$31,168,9312026-08-17
Q2 2026SGOV
ISHARES TR		0-3 MTH TREASURY0295,659+295,659$0$29,765,341+$29,765,3412026-08-17
Q2 2026SDY
SPDR SERIES TRUST		ST STR SP DIV0175,487+175,487$0$26,710,267+$26,710,2672026-08-17
Q2 2026BINC
BLACKROCK ETF TRUST II		ISHA FLEX IN ETF0467,672+467,672$0$24,488,526+$24,488,5262026-08-17
Q2 2026XLV
SELECT SECTOR SPDR TR		ST STR CARE ETF0123,423+123,423$0$19,591,489+$19,591,4892026-08-17
Q2 2026BIL
SPDR SERIES TRUST		ST STR BLO 1 ETF0212,738+212,738$0$19,496,530+$19,496,5302026-08-17
Q2 2026USMV
ISHARES TR		MSCI USA MIN ETF0189,103+189,103$0$18,234,887+$18,234,8872026-08-17
Q2 2026SPTL
SPDR SERIES TRUST		ST LON TREAS ETF0684,031+684,031$0$17,934,818+$17,934,8182026-08-17
Q2 2026SFLR
INNOVATOR ETFS TRUST		QUITY MANAGD FLR0384,276+384,276$0$14,847,810+$14,847,8102026-08-17
Q2 2026CAIE
CALAMOS ETF TR		AUTOC INCOM ETF0537,750+537,750$0$14,610,668+$14,610,6682026-08-17
Q2 2026MINO
PIMCO ETF TR		MUNI INCOME OPP0306,171+306,171$0$14,001,180+$14,001,1802026-08-17
Q2 2026SMOT
VANECK ETF TRUST		MORN SMID MO ETF0339,071+339,071$0$13,183,075+$13,183,0752026-08-17
Q2 2026XLC
SELECT SECTOR SPDR TR		ST STR SVC ETF0122,611+122,611$0$13,145,216+$13,145,2162026-08-17
Q2 2026VBIL
VANGUARD INSTL INDEX FD		0 3 MO TR BI ETF0162,810+162,810$0$12,321,452+$12,321,4522026-08-17
Q2 2026JELM
JANUS DETROIT STR TR		HEND EQ LI MODE A0487,000+487,000$0$12,209,090+$12,209,0902026-08-17
Q2 2026IGEB
ISHARES TR		INVT GRAD SY ETF0258,003+258,003$0$11,632,149+$11,632,1492026-08-17
Q2 2026GSC
GOLDMAN SACHS ETF TR		SMAL CAP EQU ETF0140,055+140,055$0$9,703,041+$9,703,0412026-08-17
Q2 2026SPTM
SPDR SERIES TRUST		ST STR PR SP1500094,316+94,316$0$8,568,691+$8,568,6912026-08-17
Q2 2026SPAB
SPDR SERIES TRUST		ST STR AGGRE ETF0312,210+312,210$0$7,964,788+$7,964,7882026-08-17
Q2 2026HYMB
SPDR SERIES TRUST		ST NUVE HIGH ETF0287,712+287,712$0$7,291,240+$7,291,2402026-08-17
Q2 2026JNK
SPDR SERIES TRUST		ST BLOO HIGH ETF070,056+70,056$0$6,746,617+$6,746,6172026-08-17
Q2 2026DFUS
DIMENSIONAL ETF TRUST		US EQUI MARK ETF080,910+80,910$0$6,633,859+$6,633,8592026-08-17
Q2 2026XLI
SELECT SECTOR SPDR TR		ST STR INDL ETF035,072+35,072$0$6,499,367+$6,499,3672026-08-17
Q2 2026SPDW
SPDR INDEX SHS FDS		ST STR PO EX ETF0119,980+119,980$0$6,021,288+$6,021,2882026-08-17
Q2 2026EVTR
MORGAN STANLEY ETF TRUST		EATO VANC BD ETF0115,742+115,742$0$5,870,409+$5,870,4092026-08-17
Q2 2026XLE
SELECT SECTOR SPDR TR		ST STR ENERG ETF0107,101+107,101$0$5,695,258+$5,695,2582026-08-17
Q2 2026XLF
SELECT SECTOR SPDR TR		ST STR FINL ETF0103,572+103,572$0$5,554,620+$5,554,6202026-08-17
Q2 2026SPYG
SPDR SERIES TRUST		ST STR P500GRW045,105+45,105$0$5,375,075+$5,375,0752026-08-17
Q2 2026SPYV
SPDR SERIES TRUST		ST STR P500VAL081,244+81,244$0$4,941,655+$4,941,6552026-08-17
Q2 2026SPEM
SPDR INDEX SHS FDS		ST PORT MARK ETF095,052+95,052$0$4,873,748+$4,873,7482026-08-17
Q2 2026LCTU
BLACKROCK ETF TRUST		ISHA US AWAR ETF054,788+54,788$0$4,395,580+$4,395,5802026-08-17
Q2 2026PWB
INVESCO EXCHANGE TRADED FD T		LARG CAP GRO ETF025,596+25,596$0$4,313,146+$4,313,1462026-08-17
Q2 2026DSI
ISHARES TR		ESG MSCI KLD ETF028,901+28,901$0$4,120,465+$4,120,4652026-08-17
Q2 2026BUFR
FIRST TR EXCHNG TRADED FD VI		FT LADD BUFF ETF0107,381+107,381$0$3,921,539+$3,921,5392026-08-17
Q2 2026SECU
BLACKROCK ETF TRUST II		United StatesISHA SECU IN ETF077,243+77,243$0$3,843,152+$3,843,1522026-08-17
Q2 2026XLP
SELECT SECTOR SPDR TR		ST STR STAPL ETF045,756+45,756$0$3,803,003+$3,803,0032026-08-17
Q2 2026XLU
SELECT SECTOR SPDR TR		ST STR UTIL ETF082,318+82,318$0$3,732,585+$3,732,5852026-08-17
Q2 2026SPCX
SPACE EXPLORATION TECHN CORP		CLASS A COM STK A021,068+21,068$0$3,599,672+$3,599,6722026-08-17
Q2 2026HIMU
BLACKROCK ETF TRUST II		ISH HIG MUN ETF061,565+61,565$0$3,058,163+$3,058,1632026-08-17
Q2 2026SPYM
SPDR SERIES TRUST		United StatesST STR P500ETF029,979+29,979$0$2,636,118+$2,636,1182026-08-17
Q2 2026GSST
GOLDMAN SACHS ETF TR		ULTR SHOR BD ETF051,214+51,214$0$2,589,383+$2,589,3832026-08-17
Q2 2026TSPA
T ROWE PRICE EXCHANGE-TRADED		US EQUI RESH ETF053,165+53,165$0$2,524,806+$2,524,8062026-08-17
Q2 2026SHYM
BLACKROCK ETF TRUST II		SHOR DURA HI ETF096,618+96,618$0$2,163,072+$2,163,0722026-08-17
Q2 2026TFI
SPDR SERIES TRUST		ST STR NUVEE ETF045,615+45,615$0$2,089,901+$2,089,9012026-08-17
Q2 2026CWI
SPDR INDEX SHS FDS		ST STR ACWI ETF050,614+50,614$0$2,050,294+$2,050,2942026-08-17
Q2 2026EUHY
ISHARES INC		EURO HIGH YIELD036,829+36,829$0$1,974,246+$1,974,2462026-08-17
Q2 2026SPYX
SPDR SERIES TRUST		ST STR SP500FF031,052+31,052$0$1,900,181+$1,900,1812026-08-17
Q2 2026AOA
ISHARES TR		CORE 80 20 ETF017,232+17,232$0$1,684,295+$1,684,2952026-08-17
Q2 2026TBLL
INVESCO EXCH TRADED FD TR II		SHORT TERM ETF014,237+14,237$0$1,502,715+$1,502,7152026-08-17
Q2 2026SPYD
SPDR SERIES TRUST		ST STR SP500DIV031,245+31,245$0$1,490,840+$1,490,8402026-08-17
Q2 2026PWRD
TCW ETF TRUST		United StatesTRANS SYSTE ETF011,343+11,343$0$1,392,174+$1,392,1742026-08-17
Q2 2026XME
SPDR SERIES TRUST		ST STR SP METAL012,726+12,726$0$1,360,537+$1,360,5372026-08-17
Q2 2026CWB
SPDR SERIES TRUST		ST STR CONV ETF012,357+12,357$0$1,331,889+$1,331,8892026-08-17
Q2 2026XLY
SELECT SECTOR SPDR TR		ST STR DISCR ETF011,132+11,132$0$1,305,769+$1,305,7692026-08-17
Q2 2026SLYV
SPDR SERIES TRUST		ST STR SP600SM C011,751+11,751$0$1,281,363+$1,281,3632026-08-17
Q2 2026LEND
SEI EXCHANGE TRADED FUNDS		HIGH YIELD BOND A049,875+49,875$0$1,256,850+$1,256,8502026-08-17
Q2 2026SLYG
SPDR SERIES TRUST		ST STR SP600GRWO09,860+9,860$0$1,174,874+$1,174,8742026-08-17
Q2 2026AOR
ISHARES TR		CORE 60 BALA ETF015,760+15,760$0$1,094,690+$1,094,6902026-08-17
Q2 2026EUSB
ISHARES TR		ESG ADVAN ETF024,237+24,237$0$1,052,731+$1,052,7312026-08-17
Q2 2026PZA
INVESCO EXCH TRADED FD TR II		NATL AMT MUNI044,280+44,280$0$1,041,022+$1,041,0222026-08-17
Q2 2026XLB
SELECT SECTOR SPDR TR		ST STR MATER ETF018,654+18,654$0$948,834+$948,8342026-08-17
Q2 2026MDYG
SPDR SERIES TRUST		ST STR SP400GRW08,117+8,117$0$909,252+$909,2522026-08-17
Q2 2026NEAR
ISHARES U S ETF TR		SHOR DURA BD ETF017,791+17,791$0$900,284+$900,2842026-08-17
Q2 2026SILJ
AMPLIFY ETF TR		JR SILV MINE ETF031,173+31,173$0$806,544+$806,5442026-08-17
Q2 2026XLRE
SELECT SECTOR SPDR TR		ST STR REAL ETF018,202+18,202$0$801,303+$801,3032026-08-17
Q2 2026SMLV
SPDR SERIES TRUST		ST STR R2K LOWV04,978+4,978$0$783,190+$783,1902026-08-17
Q2 2026AVLC
AMERICAN CENTY ETF TR		AVANTIS US LARG08,564+8,564$0$770,799+$770,7992026-08-17
Q2 2026SSPY
EXCHANGE LISTED FDS TR		STR LAR IND ETF07,476+7,476$0$726,219+$726,2192026-08-17
Q2 2026XBI
SPDR SERIES TRUST		ST STR SP BIOT04,242+4,242$0$671,187+$671,1872026-08-17
Q2 2026KRE
SPDR SERIES TRUST		ST STR SP REGBNK08,559+8,559$0$640,409+$640,4092026-08-17
Q2 2026LCTD
BLACKROCK ETF TRUST		ISHA WORL EX ETF011,097+11,097$0$640,099+$640,0992026-08-17
Q2 2026SGVT
SCHWAB STRATEGIC TR		GOVT MONE MA ETF06,011+6,011$0$605,499+$605,4992026-08-17
Q2 2026FLRN
SPDR SERIES TRUST		ST STR RATE ETF018,781+18,781$0$578,992+$578,9922026-08-17
Q2 2026GWX
SPDR INDEX SHS FDS		ST INTL CAP ETF012,923+12,923$0$564,087+$564,0872026-08-17
Q2 2026SPMB
SPDR SERIES TRUST		ST STR BACKE ETF024,986+24,986$0$557,148+$557,1482026-08-17
Q2 2026EMEQ
NOMURA ETF TR		FOCU EM MKTS ETF07,368+7,368$0$536,832+$536,8322026-08-17
Q2 2026BALI
BLACKROCK ETF TRUST		ISHARES US LARG015,027+15,027$0$508,752+$508,7522026-08-17
Q2 2026SPHY
SPDR SERIES TRUST		ST PORT HIGH ETF021,343+21,343$0$499,738+$499,7382026-08-17
Q2 2026CRBN
ISHARES TR		LOW CA OP MS ETF01,913+1,913$0$484,115+$484,1152026-08-17
Q2 2026ONEY
SPDR SERIES TRUST		ST STR R1K YLD03,699+3,699$0$473,930+$473,9302026-08-17
Q2 2026REET
ISHARES TR		GLOBAL REIT ETF016,174+16,174$0$446,745+$446,7452026-08-17
Q2 2026CALF
PACER FDS TR		US SM CAP CA ETF08,741+8,741$0$442,699+$442,6992026-08-17
Q2 2026BSSX
INVESCO EXCH TRD SLF IDX FD		BULLE MUN ETF016,690+16,690$0$430,276+$430,2762026-08-17
Q2 2026QTUM
ETF SER SOLUTIONS		DEFIA QUANT ETF02,504+2,504$0$413,166+$413,1662026-08-17
Q2 2026WLTH
WEALTHFRONT CORP		COM046,050+46,050$0$411,687+$411,6872026-08-17
Q2 2026AVSC
AMERICAN CENTY ETF TR		AVAN US SMAL ETF05,283+5,283$0$387,197+$387,1972026-08-17
Q2 2026DFAC
DIMENSIONAL ETF TRUST		US COR EQU 2 ETF08,240+8,240$0$365,685+$365,6852026-08-17
Q2 2026RWR
SPDR SERIES TRUST		ST STR DOW REIT02,980+2,980$0$336,539+$336,5392026-08-17
Q2 2026XAR
SPDR SERIES TRUST		ST STR SP AERO01,061+1,061$0$301,332+$301,3322026-08-17

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