Number of Shares
455,735.00
Current Holdings Value*
$12.42 Mil
% of Portfolio
0.81%
Total Estimate Gain
$-1.51 Mil
% of Total Estimate Gain
-6.78%

UNIVEST FINANCIAL Corp's SPDR Portfolio Long Term Treasury ETF Holding Summary

As of 2025-03-31, UNIVEST FINANCIAL Corp held 455,735.00 shares of SPDR Portfolio Long Term Treasury ETF(SPTL), totaling $12.42 Mil. This investment constitutes 0.81% of their stock portfolio, and UNIVEST FINANCIAL Corp now holds 0.11% of the outstanding SPDR Portfolio Long Term Treasury ETF(SPTL) stock.

The initial trade took place in 2024Q3. And since then UNIVEST FINANCIAL Corp has made 2 purchases of SPTL, at an average price of $28.32, for a total of 788,328.00 shares. In addition, there have been 1 sales at an average price of $26.65 for 332,593.00 shares. Based on historical transaction data and SPTL's current price of $26.22, UNIVEST FINANCIAL Corp's estimated gain on his SPTL holdings is $-1.51 Mil, reflecting a -6.78% gain to date.

UNIVEST FINANCIAL Corp SPTL ($26.22) Holding Chart

UNIVEST FINANCIAL Corp SPTL ($26.22) 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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