Number of Shares
1.78 Mil
Current Holdings Value*
$117.31 Mil
% of Portfolio
7.66%
Total Estimate Gain
$12.74 Mil
% of Total Estimate Gain
10.75%

UNIVEST FINANCIAL Corp's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, UNIVEST FINANCIAL Corp held 1.78 Mil shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $117.31 Mil. This investment constitutes 7.66% of their stock portfolio, and UNIVEST FINANCIAL Corp now holds 0.19% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2024Q3. And since then UNIVEST FINANCIAL Corp has made 3 purchases of SPLG, at an average price of $66.43, for a total of 1.78 Mil shares. Based on historical transaction data and SPLG's current price of $73.57, UNIVEST FINANCIAL Corp's estimated gain on his SPLG holdings is $12.74 Mil, reflecting a 10.75% gain to date.

UNIVEST FINANCIAL Corp SPLG ($73.57) Holding Chart

UNIVEST FINANCIAL Corp SPLG ($73.57) 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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