UF
SPYG icon

Univest Financial’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Univest Financial’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.6M Buy
159,312
+45,926
+41% +$4.78M 0.88% 24
2025
Q4 		$12.1M Buy
113,386
+27,777
+32% +$2.94M 0.64% 36
2025
Q3 		$8.95M Buy
85,609
+5,129
+6% +$511K 0.5% 48
2025
Q2 		$7.67M Buy
80,480
+9,488
+13% +$813K 0.46% 50
2025
Q1 		$5.71M Buy
70,992
+6,592
+10% +$575K 0.37% 55
2024
Q4 		$5.66M Buy
64,400
+7,001
+12% +$605K 0.36% 56
2024
Q3 		$4.76M Buy
+57,399
New +$4.59M 0.31% 62

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Univest Financial's SPYG Position: Q1 2026 in Review

Univest Financial increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 41% in Q1 2026, buying an estimated $4.78M and bringing the position to 159,312 shares worth $15.6M. The position accounts for 0.88% of the portfolio, ranked #24.

Univest Financial first reported a position in SPYG in Q3 2024 and has held it in 7 quarters since. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Univest Financial held 159,312 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $15.6M as of Q1 2026.
  • Univest Financial bought 45,926 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $4.78M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.88% of Univest Financial's portfolio in Q1 2026, its #24 holding.
  • Univest Financial first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

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