Univest Financial Corp Spdr Ser Tr Fds Spdr Portfolio Transaction History

Univest Financial Corp

$1.51 Billion
Q3 2024

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 18,289 shares of SPEM stock, worth $708,332. This represents 0.05% of its overall portfolio holdings.

Number of Shares

18,289

Holding current value

$708,332

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$36.02 - $41.68 $658,769 - $762,285	18,289 New	18,289 $754,000

Others Institutions Holding SPEM

# of Institutions

823

Shares Held

196M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

23M
Shares

$891 Million
0.94% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.5M
Shares

$715 Million
1.56% of portfolio
Lpl Financial LLC Fort Mill, SC

9.64M
Shares

$374 Million
0.18% of portfolio
Allworth Financial LP

6.49M
Shares

$251 Million
1.44% of portfolio
State Street Corp Boston, MA

6.29M
Shares

$244 Million
0.01% of portfolio

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Univest Financial Corp Spdr Ser Tr Fds Spdr Portfolio Transaction History