Univest Financial Corp Spdr Ser Tr Fds Spdr Portfolio Transaction History
Univest Financial Corp
- $1.62 Billion
- Q2 2025
A detailed history of Univest Financial Corp transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Univest Financial Corp holds 77,263 shares of SPDW stock, worth $3.34 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
77,263
Previous 77,645
0.49%
Holding current value
$3.34 Million
Previous $2.83 Million
10.65%
% of portfolio
0.19%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding SPDW
# of Institutions
1,168Shares Held
579MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.31 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.59 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.38 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.3 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$761 Million16.36% of portfolio