Number of Shares
2.94 Mil
Current Holdings Value*
$75.10 Mil
% of Portfolio
4.91%
Total Estimate Gain
$-746,355.56
% of Total Estimate Gain
-0.96%

UNIVEST FINANCIAL Corp's SPDR Portfolio Aggregate Bond ETF Holding Summary

As of 2025-03-31, UNIVEST FINANCIAL Corp held 2.94 Mil shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling $75.10 Mil. This investment constitutes 4.91% of their stock portfolio, and UNIVEST FINANCIAL Corp now holds 0.86% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.

The initial trade took place in 2022Q2. And since then UNIVEST FINANCIAL Corp has made 8 purchases of SPAB, at an average price of $25.65, for a total of 3.04 Mil shares. In addition, there have been 4 sales at an average price of $25.26 for 101,624.00 shares. Based on historical transaction data and SPAB's current price of $25.41, UNIVEST FINANCIAL Corp's estimated gain on his SPAB holdings is $-746,355.56, reflecting a -0.96% gain to date.

UNIVEST FINANCIAL Corp SPAB ($25.41) Holding Chart

UNIVEST FINANCIAL Corp SPAB ($25.41) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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