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 14,456 shares of SPEM stock, worth $681,022. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,456
Previous 13,032
10.93%
Holding current value
$681,022
Previous $513,000
20.27%
% of portfolio
0.04%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SPEM
# of Institutions
962Shares Held
226MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.08 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$846 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$549 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$514 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$315 Million1.42% of portfolio