UF
Univest Financial’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Buy |
286,246
+52,271
| +22% | +$2.23M | 0.73% | 30 |
|
|
2025
Q1 | $9.54M | Buy |
233,975
+12,062
| +5% | +$492K | 0.62% | 42 |
|
|
2024
Q4 | $9.97M | Buy |
221,913
+49,723
| +29% | +$2.23M | 0.63% | 43 |
|
|
2024
Q3 | $7.84M | Buy |
+172,190
| New | +$7.84M | 0.52% | 47 |
|