Univest Financial Corp Spdr Portfolio Transaction History

Univest Financial Corp

$1.51 Billion
Q3 2024

A detailed history of Univest Financial Corp transactions in Spdr Portfolio stock. As of the latest transaction made, Univest Financial Corp holds 57,399 shares of SPYG stock, worth $5.23 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

57,399

Holding current value

$5.23 Million

% of portfolio

0.32%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$73.38 - $84.1 $4.21 Million - $4.83 Million	57,399 New	57,399 $4.76 Million

Others Institutions Holding SPYG

# of Institutions

1,097

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.86 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.88 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.2 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$712 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$661 Million
0.04% of portfolio

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Univest Financial Corp Spdr Portfolio Transaction History