Univest Financial Corp Spdr Portfolio S&P 600 Small C Transaction History

Univest Financial Corp

$1.62 Billion
Q2 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 286,246 shares of SPSM stock, worth $13.1 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

286,246

Previous 233,975 22.34%

Holding current value

$13.1 Million

Previous $9.54 Million 27.87%

% of portfolio

0.75%

Previous 0.64%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$35.35 - $42.68 $1.85 Million - $2.23 Million	52,271 Added 22.34%	286,246 $12.2 Million
Q1 2025 May 08, 2025	BUY	$40.03 - $46.81 $482,841 - $564,622	12,062 Added 5.44%	233,975 $9.54 Million
Q4 2024 Feb 11, 2025	BUY	$44.33 - $49.55 $2.2 Million - $2.46 Million	49,723 Added 28.88%	221,913 $9.97 Million
Q3 2024 Nov 14, 2024	BUY	$41.02 - $46.01 $7.06 Million - $7.92 Million	172,190 New	172,190 $7.84 Million

Others Institutions Holding SPSM

# of Institutions

980

Shares Held

198M

Call Options Held

51.7K

Put Options Held

1.2K

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About SPDR PORTFOLIO S&P 600 SMALL C

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Univest Financial Corp Spdr Portfolio S&P 600 Small C Transaction History