UF
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Univest Financial’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Univest Financial’s Portfolio MDY Stock Details MDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$200K Buy
+354
New +$200K 0.01% 262
2025
Q1 		– Sell
-354
Closed -$201K – 282
2024
Q4 		$201K Sell
354
-7
-2% -$3.98K 0.01% 268
2024
Q3 		$206K Buy
+361
New +$206K 0.01% 273