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

Univest Financial’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$516K	Sell	7,639 -876	-10%	-$56.4K	0.03%	198
2026 Q1	$504K	Sell	8,515 -25,751	-75%	-$1.57M	0.03%	194
2025 Q4	$1.98M	Buy	34,266 +5,063	+17%	+$291K	0.11%	128
2025 Q3	$1.67M	Buy	29,203 +3,043	+12%	+$171K	0.09%	126
2025 Q2	$1.42M	Buy	26,160 +2,715	+12%	+$140K	0.09%	131
2025 Q1	$1.2M	Buy	23,445 +3,928	+20%	+$214K	0.08%	148
2024 Q4	$1.07M	Buy	19,517 +3,219	+20%	+$181K	0.07%	153
2024 Q3	$891K	Buy	+16,298	New	+$862K	0.06%	157

Other funds holding SPMD

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Univest Financial's SPMD Position: Q2 2026 in Review

Univest Financial reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 10% in Q2 2026, selling an estimated $56.4K and leaving 7,639 shares worth $516K. The position accounts for 0.03% of the portfolio, ranked #198.

Univest Financial first reported a position in SPMD in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.98M in Q4 2025. 846 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Univest Financial held 7,639 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $516K as of Q2 2026.
Univest Financial sold 876 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $56.4K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Univest Financial's portfolio in Q2 2026, its #198 holding.
Univest Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and has held it in 8 quarters since.
Univest Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.98M in Q4 2025.
846 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

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