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

Univest Financial’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$161M	Buy	1,833,570 +25,584	+1%	+$2.18M	7.91%	2
2026 Q1	$138M	Buy	1,807,986 +102,260	+6%	+$8.18M	7.77%	2
2025 Q4	$137M	Sell	1,705,726 -54,221	-3%	-$4.31M	7.25%	2
2025 Q3	$138M	Sell	1,759,947 -52,318	-3%	-$3.95M	7.71%	2
2025 Q2	$132M	Buy	1,812,265 +28,305	+2%	+$1.9M	7.9%	2
2025 Q1	$117M	Buy	1,783,960 +207,515	+13%	+$14.4M	7.66%	2
2024 Q4	$109M	Buy	1,576,445 +379,830	+32%	+$26.3M	6.86%	2
2024 Q3	$80.8M	Buy	+1,196,615	New	+$77.8M	5.32%	3

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Univest Financial's SPYM Position: Q2 2026 in Review

Univest Financial increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.4% in Q2 2026, buying an estimated $2.18M and bringing the position to 1,833,570 shares worth $161M. The position accounts for 7.91% of the portfolio, ranked #2.

Univest Financial first reported a position in SPYM in Q3 2024 and has held it in 8 quarters since. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Univest Financial held 1,833,570 shares of State Street SPDR Portfolio S&P 500 ETF worth $161M as of Q2 2026.
Univest Financial bought 25,584 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.18M.
State Street SPDR Portfolio S&P 500 ETF made up 7.91% of Univest Financial's portfolio in Q2 2026, its #2 holding.
Univest Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.