Univest Financial’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$132M	Buy	1,812,265 +28,305	+2%	+$2.06M	7.9%	2
2025 Q1	$117M	Buy	1,783,960 +207,515	+13%	+$13.6M	7.66%	2
2024 Q4	$109M	Buy	1,576,445 +379,830	+32%	+$26.2M	6.86%	2
2024 Q3	$80.8M	Buy	+1,196,615	New	+$80.8M	5.32%	3