UNIVEST FINANCIAL Corp MDY — SPDR S&P MIDCAP 400 ETF TR

Ownership history in UNIVEST FINANCIAL Corp  ·  4 quarters on record

AI Ownership Summary

UNIVEST FINANCIAL Corp reported SPDR S&P MIDCAP 400 ETF TR (MDY) in 4 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows MDY at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MDY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UNIVEST FINANCIAL Corp's position in SPDR S&P MIDCAP 400 ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MDY was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MDY stock page UNIVEST FINANCIAL Corp fund profile UNIVEST FINANCIAL Corp full holdings
How UNIVEST FINANCIAL Corp held MDY — position size vs. price
% of Fund (quarterly)    MDY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED — — — 348 -6 -1.7% 0.01% $207K 2025-10-30 $585.83
2025 Q2 UNCHANGED — — — 354 — 0% 0.01% $200K 2025-08-04 $569.39
2024 Q4 REDUCED — — — 354 -7 -1.9% 0.01% $201K 2025-02-12 $570.82
2024 Q3 INITIATED — — — 361 — — 0.01% $206K 2024-11-14 $582.04

🏢 Other funds also holding MDY

As of 2026 Q1 — sorted by position size

LCM Capital Management Inc 3Y 13.53% Conservest Capital Advisors, Inc. 3Y 7Y 11.84% Nitorum Capital, L.P. 3Y 7Y 11.49% Tandem Wealth Advisors LLC 3Y 11.18% CUMBERLAND ADVISORS INC 3Y 7Y 10.82% OFS Enterprise LLC 10.17% Torrey-Payne Wealth Management, LLC 8.96% Arvest Bank Trust Division 3Y 7Y 7.63% Hummer Financial Advisory Services Inc 3Y 7.51% DC Investments Management, LLC 3Y 7Y 7.24%

FAQ About UNIVEST FINANCIAL Corp and MDY

These are the practical questions this page is built to answer before you even open the full history table.

How long has UNIVEST FINANCIAL Corp reported owning MDY?

UNIVEST FINANCIAL Corp reported MDY across 4 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported MDY position in UNIVEST FINANCIAL Corp's portfolio?

The largest reported portfolio weight for MDY was 0.01% in 2024 Q3.

What is the latest reported MDY position on this page?

The most recent filing on this page is 2025 Q3, when UNIVEST FINANCIAL Corp reported 348 shares, equal to 0.01% of portfolio, with an estimated market value of $207K.

What does the chart on this MDY ownership page compare?

The chart compares UNIVEST FINANCIAL Corp's quarterly MDY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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