Univest Financial Corp Spdr Ser Tr Fds Spdr Portfolio Transaction History
Univest Financial Corp
- $1.74 Billion
- Q3 2025
A detailed history of Univest Financial Corp transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Univest Financial Corp holds 17,290 shares of SPEM stock, worth $820,410. This represents 0.05% of its overall portfolio holdings.
Number of Shares
17,290
Previous 14,456
19.6%
Holding current value
$820,410
Previous $617,000
31.12%
% of portfolio
0.05%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding SPEM
# of Institutions
988Shares Held
241MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.4MShares$1.06 Billion0.81% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.4MShares$824 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$656 Million0.2% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$627 Million0.1% of portfolio
-
Allworth Financial LP9.26MShares$439 Million1.97% of portfolio