Univest Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $29.8M | Buy |
560,453
+10,735
| +2% | +$614K | 1.46% | 15 |
|
|
2026
Q1 | $33.7M | Sell |
549,718
-41,442
| -7% | -$2.22M | 1.89% | 12 |
|
|
2025
Q4 | $26.4M | Sell |
591,160
-5,164
| -0.9% | -$230K | 1.4% | 15 |
|
|
2025
Q3 | $26.6M | Sell |
596,324
-17,986
| -3% | -$787K | 1.49% | 13 |
|
|
2025
Q2 | $26M | Buy |
614,310
+63,236
| +11% | +$2.63M | 1.56% | 12 |
|
|
2025
Q1 | $25.7M | Buy |
551,074
+4,756
| +0.9% | +$214K | 1.68% | 12 |
|
|
2024
Q4 | $23.4M | Sell |
546,318
-7,394
| -1% | -$336K | 1.48% | 15 |
|
|
2024
Q3 | $24.3M | Buy |
553,712
+361,958
| +189% | +$16.2M | 1.6% | 15 |
|
|
2024
Q2 | $8.74M | Sell |
191,754
-1,152
| -0.6% | -$53.7K | 2.43% | 10 |
|
|
2024
Q1 | $9.11M | Buy |
192,906
+15,332
| +9% | +$659K | 2.56% | 8 |
|
|
2023
Q4 | $7.44M | Buy |
177,574
+4,318
| +2% | +$185K | 2.2% | 10 |
|
|
2023
Q3 | $7.83M | Sell |
173,256
-56,912
| -25% | -$2.49M | 2.61% | 9 |
|
|
2023
Q2 | $9.34M | Buy |
230,168
+5,528
| +2% | +$225K | 2.83% | 7 |
|
|
2023
Q1 | $9.3M | Sell |
224,640
-10,922
| -5% | -$467K | 2.9% | 6 |
|
|
2022
Q4 | $10.3M | Sell |
235,562
-44,054
| -16% | -$1.92M | 3.24% | 4 |
|
|
2022
Q3 | $10.1M | Buy |
279,616
+71,902
| +35% | +$2.72M | 3.29% | 5 |
|
|
2022
Q2 | $7.43M | Sell |
207,714
-8,316
| -4% | -$334K | 2.42% | 8 |
|
|
2022
Q1 | $8.26M | Sell |
216,030
-54,910
| -20% | -$1.9M | 2.33% | 10 |
|
|
2021
Q4 | $7.52M | Sell |
270,940
-6,096
| -2% | -$172K | 1.91% | 13 |
|
|
2021
Q3 | $7.22M | Buy |
277,036
+6,558
| +2% | +$162K | 2.01% | 13 |
|
|
2021
Q2 | $7.29M | Sell |
270,478
-21,524
| -7% | -$560K | 2% | 12 |
|
|
2021
Q1 | $7.16M | Buy |
292,002
+51,008
| +21% | +$1.18M | 2.02% | 10 |
|
|
2020
Q4 | $4.57M | Sell |
240,994
-74,426
| -24% | -$1.28M | 1.33% | 30 |
|
|
2020
Q3 | $4.72M | Sell |
315,420
-16,470
| -5% | -$292K | 1.5% | 24 |
|
|
2020
Q2 | $6.28M | Buy |
331,890
+64,724
| +24% | +$1.2M | 2.07% | 9 |
|
|
2020
Q1 | $3.88M | Buy |
+267,166
| New | +$6.34M | 1.54% | 20 |
|
|
2019
Q1 | – | Sell |
-40,186
| Closed | -$1.15M | – | 115 |
|
|
2018
Q4 | $1.15M | Buy |
+40,186
| New | +$1.34M | 0.42% | 59 |
|
|
2016
Q1 | – | Sell |
-56,672
| Closed | -$1.71M | – | 95 |
|
|
2015
Q4 | $1.71M | Buy |
+56,672
| New | +$1.87M | 0.78% | 53 |
|
|
2015
Q1 | – | Sell |
-9,548
| Closed | -$378K | – | 91 |
|
|
2014
Q4 | $378K | Buy |
+9,548
| New | +$397K | 0.17% | 70 |
|
|
2014
Q1 | – | Sell |
-27,890
| Closed | -$1.23M | – | 81 |
|
|
2013
Q4 | $1.23M | Buy |
+27,890
| New | +$1.2M | 0.61% | 58 |
|
Other funds holding XLE
Univest Financial's XLE Position: Q2 2026 in Review
Univest Financial increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2% in Q2 2026, buying an estimated $614K and bringing the position to 560,453 shares worth $29.8M. The position accounts for 1.46% of the portfolio, ranked #15.
Univest Financial first reported a position in XLE in Q4 2013 and has held it in 30 quarters since. The position peaked at $33.7M in Q1 2026. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Univest Financial held 560,453 shares of State Street Energy Select Sector SPDR ETF worth $29.8M as of Q2 2026.
- Univest Financial bought 10,735 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $614K.
- State Street Energy Select Sector SPDR ETF made up 1.46% of Univest Financial's portfolio in Q2 2026, its #15 holding.
- Univest Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2013 and has held it in 30 quarters since.
- Univest Financial's State Street Energy Select Sector SPDR ETF position peaked at $33.7M in Q1 2026.
- 2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.