Univest Financial’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $26.6M | Sell |
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|
2025
Q2 | $26M | Buy |
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|
2025
Q1 | $25.7M | Buy |
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|
2024
Q4 | $23.4M | Sell |
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|
2024
Q3 | $24.3M | Buy |
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|
2024
Q2 | $8.74M | Sell |
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|
2024
Q1 | $9.11M | Buy |
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|
2023
Q4 | $7.44M | Buy |
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|
2023
Q3 | $7.83M | Sell |
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|
2023
Q2 | $9.34M | Buy |
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|
2023
Q1 | $9.3M | Sell |
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|
2022
Q4 | $10.3M | Sell |
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|
2022
Q3 | $10.1M | Buy |
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|
2022
Q2 | $7.43M | Sell |
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|
2022
Q1 | $8.26M | Sell |
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|
2021
Q4 | $7.52M | Sell |
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|
2021
Q3 | $7.22M | Buy |
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|
2021
Q2 | $7.29M | Sell |
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|
2021
Q1 | $7.16M | Buy |
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|
2020
Q4 | $4.57M | Sell |
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|
2020
Q3 | $4.72M | Sell |
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|
2020
Q2 | $6.28M | Buy |
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|
2020
Q1 | $3.88M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.15M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.71M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $378K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.23M | Buy |
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