Univest Financial Corp Spdr Portfolio S&P 600 Small C Transaction History
Univest Financial Corp
- $1.48 Billion
- Q1 2025
A detailed history of Univest Financial Corp transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Univest Financial Corp holds 233,975 shares of SPSM stock, worth $10.2 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
233,975
Previous 221,913
5.44%
Holding current value
$10.2 Million
Previous $9.97 Million
4.33%
% of portfolio
0.64%
Previous 0.65%
Shares
3 transactions
Others Institutions Holding SPSM
# of Institutions
974Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$981 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$976 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$702 Million1.56% of portfolio
-
Valmark Advisers, Inc.5.85MShares$254 Million3.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$246 Million0.04% of portfolio