Univest Financial’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Univest Financial’s Portfolio SPDW Stock Details SPDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.35M	Buy	86,389 +1,870	+2%	+$92.7K	0.21%	79
2026 Q1	$3.86M	Buy	84,519 +4,727	+6%	+$222K	0.22%	81
2025 Q4	$3.54M	Sell	79,792 -6,407	-7%	-$280K	0.19%	93
2025 Q3	$3.69M	Buy	86,199 +8,936	+12%	+$370K	0.21%	83
2025 Q2	$3.13M	Sell	77,263 -382	-0.5%	-$14.6K	0.19%	91
2025 Q1	$2.83M	Sell	77,645 -3,087	-4%	-$112K	0.18%	91
2024 Q4	$2.76M	Buy	80,732 +25,780	+47%	+$923K	0.17%	100
2024 Q3	$2.06M	Buy	+54,952	New	+$1.98M	0.14%	109

Other funds holding SPDW

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Univest Financial's SPDW Position: Q2 2026 in Review

Univest Financial increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 2.2% in Q2 2026, buying an estimated $92.7K and bringing the position to 86,389 shares worth $4.35M. The position accounts for 0.21% of the portfolio, ranked #79.

Univest Financial first reported a position in SPDW in Q3 2024 and has held it in 8 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Univest Financial held 86,389 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $4.35M as of Q2 2026.
Univest Financial bought 1,870 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $92.7K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.21% of Univest Financial's portfolio in Q2 2026, its #79 holding.
Univest Financial first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2024 and has held it in 8 quarters since.
1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

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