Univest Financial Corp Spdr Portfolio Transaction History

Univest Financial Corp

$1.51 Billion
Q3 2024

A detailed history of Univest Financial Corp transactions in Spdr Portfolio stock. As of the latest transaction made, Univest Financial Corp holds 16,298 shares of SPMD stock, worth $955,225. This represents 0.06% of its overall portfolio holdings.

Number of Shares

16,298

Holding current value

$955,225

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$50.29 - $54.92 $819,626 - $895,086	16,298 New	16,298 $891,000

Others Institutions Holding SPMD

# of Institutions

653

Shares Held

188M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

73.3M
Shares

$4.29 Billion
3.98% of portfolio
Betterment LLC New York, NY

17.3M
Shares

$1.01 Billion
2.27% of portfolio
Lpl Financial LLC Fort Mill, SC

12.2M
Shares

$715 Million
0.31% of portfolio
Valmark Advisers, Inc.

5.86M
Shares

$343 Million
5.06% of portfolio
Tiedemann Advisors, LLC

5.75M
Shares

$337 Million
10.91% of portfolio

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