Univest Financial’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Univest Financial’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.45M	Buy	31,636 +4,150	+15%	+$428K	0.17%	96
2026 Q1	$2.6M	Sell	27,486 -992	-3%	-$95.9K	0.15%	105
2025 Q4	$2.59M	Buy	28,478 +7,323	+35%	+$658K	0.14%	113
2025 Q3	$1.88M	Buy	21,155 +2,196	+12%	+$187K	0.1%	120
2025 Q2	$1.51M	Buy	18,959 +1,187	+7%	+$90K	0.09%	126
2025 Q1	$1.39M	Sell	17,772 -351	-2%	-$29.8K	0.09%	139
2024 Q4	$1.58M	Buy	18,123 +2,207	+14%	+$197K	0.1%	131
2024 Q3	$1.38M	Buy	+15,916	New	+$1.33M	0.09%	133

Other funds holding SLYV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Univest Financial's SLYV Position: Q2 2026 in Review

Univest Financial increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 15% in Q2 2026, buying an estimated $428K and bringing the position to 31,636 shares worth $3.45M. The position accounts for 0.17% of the portfolio, ranked #96.

Univest Financial first reported a position in SLYV in Q3 2024 and has held it in 8 quarters since. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Univest Financial held 31,636 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $3.45M as of Q2 2026.
Univest Financial bought 4,150 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $428K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.17% of Univest Financial's portfolio in Q2 2026, its #96 holding.
Univest Financial first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.