Univest Financial’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Buy
26,160
+2,715
+12% +$148K 0.09% 131
2025
Q1
$1.2M Buy
23,445
+3,928
+20% +$201K 0.08% 148
2024
Q4
$1.07M Buy
19,517
+3,219
+20% +$176K 0.07% 153
2024
Q3
$891K Buy
+16,298
New +$891K 0.06% 157