Univest Financial Corp Spdr Portfolio Transaction History
Univest Financial Corp
- $1.62 Billion
- Q2 2025
A detailed history of Univest Financial Corp transactions in Spdr Portfolio stock. As of the latest transaction made, Univest Financial Corp holds 26,160 shares of SPMD stock, worth $1.48 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
26,160
Previous 23,445
11.58%
Holding current value
$1.48 Million
Previous $1.2 Million
18.6%
% of portfolio
0.09%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
794Shares Held
225MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.68 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.08 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$714 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.84MShares$386 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio