UF
SPAB icon

Univest Financial’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Univest Financial’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$60M Sell
2,350,569
-65,346
-3% -$1.67M 2.94% 9
2026
Q1 		$61.9M Sell
2,415,915
-658,693
-21% -$17M 3.48% 6
2025
Q4 		$79.2M Sell
3,074,608
-6,134
-0.2% -$159K 4.2% 5
2025
Q3 		$79.6M Buy
3,080,742
+116,977
+4% +$2.99M 4.46% 5
2025
Q2 		$75.9M Buy
2,963,765
+23,365
+0.8% +$591K 4.55% 5
2025
Q1 		$75.1M Buy
2,940,400
+721,570
+33% +$18.2M 4.91% 4
2024
Q4 		$55.4M Sell
2,218,830
-77,571
-3% -$1.97M 3.5% 5
2024
Q3 		$60M Buy
2,296,401
+1,914,541
+501% +$49.3M 3.95% 5
2024
Q2 		$9.58M Buy
381,860
+17,779
+5% +$443K 2.66% 7
2024
Q1 		$9.2M Buy
364,081
+41,757
+13% +$1.06M 2.59% 7
2023
Q4 		$8.26M Sell
322,324
-12,675
-4% -$312K 2.44% 9
2023
Q3 		$8.15M Buy
334,999
+14,973
+5% +$373K 2.72% 7
2023
Q2 		$8.12M Sell
320,026
-1,595
-0.5% -$40.8K 2.46% 10
2023
Q1 		$8.29M Buy
321,621
+65,457
+26% +$1.67M 2.59% 8
2022
Q4 		$6.44M Sell
256,164
-9,783
-4% -$245K 2.03% 9
2022
Q3 		$6.63M Buy
265,947
+200,587
+307% +$5.26M 2.17% 11
2022
Q2 		$1.72M Buy
+65,360
New +$1.74M 0.56% 46

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Univest Financial's SPAB Position: Q2 2026 in Review

Univest Financial reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 2.7% in Q2 2026, selling an estimated $1.67M and leaving 2,350,569 shares worth $60M. The position accounts for 2.94% of the portfolio, ranked #9.

Univest Financial first reported a position in SPAB in Q2 2022 and has held it in 17 quarters since. The position peaked at $79.6M in Q3 2025. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Univest Financial held 2,350,569 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $60M as of Q2 2026.
  • Univest Financial sold 65,346 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $1.67M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 2.94% of Univest Financial's portfolio in Q2 2026, its #9 holding.
  • Univest Financial first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Univest Financial's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $79.6M in Q3 2025.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

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