Univest Financial’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Univest Financial’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.69M	Sell	5,672 -363	-6%	-$247K	0.21%	84
2025 Q4	$4.12M	Sell	6,035 -75	-1%	-$50.7K	0.22%	83
2025 Q3	$4.07M	Buy	6,110 +134	+2%	+$85.9K	0.23%	77
2025 Q2	$3.69M	Buy	5,976 +817	+16%	+$467K	0.22%	84
2025 Q1	$2.89M	Sell	5,159 -350	-6%	-$206K	0.19%	88
2024 Q4	$3.23M	Sell	5,509 -364	-6%	-$214K	0.2%	89
2024 Q3	$3.37M	Buy	5,873 +3,579	+156%	+$1.98M	0.22%	83
2024 Q2	$1.25M	Hold	2,294	–	–	0.35%	49
2024 Q1	$1.2M	Sell	2,294 -9	-0.4%	-$4.48K	0.34%	49
2023 Q4	$1.09M	Hold	2,303	–	–	0.32%	51
2023 Q3	$984K	Buy	2,303 +9	+0.4%	+$4K	0.33%	47
2023 Q2	$1.02M	Hold	2,294	–	–	0.31%	49
2023 Q1	$939K	Hold	2,294	–	–	0.29%	50
2022 Q4	$877K	Hold	2,294	–	–	0.28%	57
2022 Q3	$819K	Hold	2,294	–	–	0.27%	58
2022 Q2	$866K	Hold	2,294	–	–	0.28%	49
2022 Q1	$1.04M	Sell	2,294 -12	-0.5%	-$5.34K	0.29%	48
2021 Q4	$1.09M	Hold	2,306	–	–	0.28%	50
2021 Q3	$990K	Hold	2,306	–	–	0.28%	46
2021 Q2	$987K	Buy	2,306 +216	+10%	+$90.2K	0.27%	47
2021 Q1	$828K	Sell	2,090 -17	-0.8%	-$6.56K	0.23%	49
2020 Q4	$788K	Hold	2,107	–	–	0.23%	56
2020 Q3	$706K	Hold	2,107	–	–	0.22%	58
2020 Q2	$650K	Hold	2,107	–	–	0.21%	59
2020 Q1	$543K	Buy	+2,107	New	+$643K	0.22%	64
2019 Q4	–	Sell	-1,803	Closed	-$535K	–	126
2019 Q3	$535K	Hold	1,803	–	–	0.17%	69
2019 Q2	$528K	Hold	1,803	–	–	0.17%	73
2019 Q1	$509K	Hold	1,803	–	–	0.17%	75
2018 Q4	$451K	Hold	1,803	–	–	0.17%	80
2018 Q3	$524K	Buy	+1,803	New	+$513K	0.16%	73

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Univest Financial's SPY Position: Q1 2026 in Review

Univest Financial reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6% in Q1 2026, selling an estimated $247K and leaving 5,672 shares worth $3.69M. The position accounts for 0.21% of the portfolio, ranked #84.

Univest Financial first reported a position in SPY in Q3 2018 and has held it in 30 quarters since. The position peaked at $4.12M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Univest Financial held 5,672 shares of State Street SPDR S&P 500 ETF Trust worth $3.69M as of Q1 2026.
Univest Financial sold 363 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $247K.
State Street SPDR S&P 500 ETF Trust made up 0.21% of Univest Financial's portfolio in Q1 2026, its #84 holding.
Univest Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2018 and has held it in 30 quarters since.
Univest Financial's State Street SPDR S&P 500 ETF Trust position peaked at $4.12M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

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