Univest Financial Corp Spdr Portfolio Transaction History
Univest Financial Corp
- $1.48 Billion
- Q1 2025
A detailed history of Univest Financial Corp transactions in Spdr Portfolio stock. As of the latest transaction made, Univest Financial Corp holds 23,445 shares of SPMD stock, worth $1.24 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
23,445
Previous 19,517
20.13%
Holding current value
$1.24 Million
Previous $1.07 Million
12.37%
% of portfolio
0.08%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding SPMD
# of Institutions
734Shares Held
215MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.22 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$942 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$690 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$347 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$336 Million4.98% of portfolio