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

Univest Financial Corp

$1.74 Billion
Q3 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 281,060 shares of SPSM stock, worth $12.8 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

281,060

Previous 286,246 1.81%

Holding current value

$12.8 Million

Previous $12.2 Million 6.76%

% of portfolio

0.75%

Previous 0.75%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$42.26 - $47.16 $219,160 - $244,571	-5,186 Reduced 1.81%	281,060 $13 Million
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

1,007

Shares Held

206M

Call Options Held

47K

Put Options Held

1.2K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

More about SPSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Univest Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Univest Financial Corp with notifications on news.

Account

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