Univest Financial’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.11M | Buy |
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|
2025
Q2 | $991K | Sell |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $883K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $320K | Sell |
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|
2022
Q3 | $1.59M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.09M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $592K | Buy |
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