Univest Financial’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Univest Financial’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.37M	Sell	27,806 -20,284	-42%	-$1.06M	0.08%	137
2025 Q4	$2.63M	Buy	48,090 +27,483	+133%	+$1.46M	0.14%	111
2025 Q3	$1.11M	Buy	20,607 +1,693	+9%	+$89.7K	0.06%	149
2025 Q2	$991K	Sell	18,914 -1,671	-8%	-$82.7K	0.06%	149
2025 Q1	$1.03M	Sell	20,585 -841	-4%	-$42.2K	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	+$850K	0.06%	158
2023 Q1	–	Sell	-9,344	Closed	-$320K	–	112
2022 Q4	$320K	Sell	9,344 -43,149	-82%	-$1.46M	0.1%	78
2022 Q3	$1.59M	Buy	+52,493	New	+$1.74M	0.52%	51
2019 Q1	–	Sell	-87,576	Closed	-$2.09M	–	116
2018 Q4	$2.09M	Buy	+87,576	New	+$2.27M	0.77%	44
2016 Q1	–	Sell	-28,323	Closed	-$592K	–	96
2015 Q4	$592K	Buy	+28,323	New	+$597K	0.27%	64

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Univest Financial's XLF Position: Q1 2026 in Review

Univest Financial reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 42% in Q1 2026, selling an estimated $1.06M and leaving 27,806 shares worth $1.37M. The position accounts for 0.08% of the portfolio, ranked #137.

Univest Financial first reported a position in XLF in Q4 2015 and has held it in 11 quarters since. The position peaked at $2.63M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Univest Financial held 27,806 shares of State Street Financial Select Sector SPDR ETF worth $1.37M as of Q1 2026.
Univest Financial sold 20,284 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.06M.
State Street Financial Select Sector SPDR ETF made up 0.08% of Univest Financial's portfolio in Q1 2026, its #137 holding.
Univest Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2015 and has held it in 11 quarters since.
Univest Financial's State Street Financial Select Sector SPDR ETF position peaked at $2.63M in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.