Univest Financial’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $991K | Sell |
18,914
-1,671
| -8% | -$87.5K | 0.06% | 149 |
|
|
2025
Q1 | $1.03M | Sell |
20,585
-841
| -4% | -$41.9K | 0.07% | 154 |
|
|
2024
Q4 | $1.04M | Buy |
21,426
+1,951
| +10% | +$94.3K | 0.07% | 154 |
|
|
2024
Q3 | $883K | Buy |
+19,475
| New | +$883K | 0.06% | 158 |
|
|
2023
Q1 | – | Sell |
-9,344
| Closed | -$320K | – | 112 |
|
|
2022
Q4 | $320K | Sell |
9,344
-43,149
| -82% | -$1.48M | 0.1% | 78 |
|
|
2022
Q3 | $1.59M | Buy |
+52,493
| New | +$1.59M | 0.52% | 51 |
|
|
2019
Q1 | – | Sell |
-87,576
| Closed | -$2.09M | – | 116 |
|
|
2018
Q4 | $2.09M | Buy |
+87,576
| New | +$2.09M | 0.77% | 44 |
|
|
2016
Q1 | – | Sell |
-28,323
| Closed | -$592K | – | 96 |
|
|
2015
Q4 | $592K | Buy |
+28,323
| New | +$592K | 0.27% | 64 |
|