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United Advisor Group, LLC

SEC CIK
0002004873
Latest filing
Jul 29, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by United Advisor Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
3,841
Value
$2.87M
% of portfolio
0.3%
Quarters held
10
Since Q1 2024
Holdings of SPY by United Advisor Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,841$2.87M0.3%+56+1.5%AddedHolders
Q1 20263,785$2.46M0.3%+367+10.7%AddedHolders
Q4 20253,418$2.33M0.3%−140−3.9%ReducedHolders
Q3 20253,558$2.37M0.3%+881+32.9%AddedHolders
Q2 20252,677$1.65M0.3%−1,164−30.3%ReducedHolders
Q1 20253,841$2.15M0.4%+181+4.9%AddedHolders
Q4 20243,660$2.14M0.4%−45−1.2%ReducedHolders
Q3 20243,705$2.13M0.5%+555+17.6%AddedHolders
Q2 20243,150$1.71M0.5%−467−12.9%ReducedHolders
Q1 20243,617$1.89M0.7%+3,617NewHolders