Univest Financial’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Univest Financial’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.99M	Sell	103,204 -166,102	-62%	-$8.22M	0.28%	68
2025 Q4	$12.6M	Sell	269,306 -11,754	-4%	-$548K	0.67%	34
2025 Q3	$13M	Sell	281,060 -5,186	-2%	-$233K	0.73%	32
2025 Q2	$12.2M	Buy	286,246 +52,271	+22%	+$2.11M	0.73%	30
2025 Q1	$9.54M	Buy	233,975 +12,062	+5%	+$531K	0.62%	42
2024 Q4	$9.97M	Buy	221,913 +49,723	+29%	+$2.31M	0.63%	43
2024 Q3	$7.84M	Buy	+172,190	New	+$7.56M	0.52%	47

Other funds holding SPSM

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Univest Financial's SPSM Position: Q1 2026 in Review

Univest Financial reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 62% in Q1 2026, selling an estimated $8.22M and leaving 103,204 shares worth $4.99M. The position accounts for 0.28% of the portfolio, ranked #68.

Univest Financial first reported a position in SPSM in Q3 2024 and has held it in 7 quarters since. The position peaked at $13M in Q3 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Univest Financial held 103,204 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.99M as of Q1 2026.
Univest Financial sold 166,102 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $8.22M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.28% of Univest Financial's portfolio in Q1 2026, its #68 holding.
Univest Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and has held it in 7 quarters since.
Univest Financial's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $13M in Q3 2025.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

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