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 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 $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Univest Financial's SPMD Position: Q1 2026 in Review

Univest Financial reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 75% in Q1 2026, selling an estimated $1.57M and leaving 8,515 shares worth $504K. The position accounts for 0.03% of the portfolio, ranked #194.

Univest Financial first reported a position in SPMD in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.98M in Q4 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Univest Financial held 8,515 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $504K as of Q1 2026.
Univest Financial sold 25,751 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $1.57M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Univest Financial's portfolio in Q1 2026, its #194 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 7 quarters since.
Univest Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.98M in Q4 2025.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.