UF
Univest Financial’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
18,959
+1,187
| +7% | +$94.7K | 0.09% | 126 |
|
|
2025
Q1 | $1.39M | Sell |
17,772
-351
| -2% | -$27.5K | 0.09% | 139 |
|
|
2024
Q4 | $1.58M | Buy |
18,123
+2,207
| +14% | +$193K | 0.1% | 131 |
|
|
2024
Q3 | $1.38M | Buy |
+15,916
| New | +$1.38M | 0.09% | 133 |
|