Univest Financial’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Sell |
2,022
-1,480
| -42% | -$218K | 0.02% | 224 |
|
|
2025
Q1 | $459K | Sell |
3,502
-1,007
| -22% | -$132K | 0.03% | 205 |
|
|
2024
Q4 | $594K | Buy |
4,509
+910
| +25% | +$120K | 0.04% | 190 |
|
|
2024
Q3 | $488K | Buy |
+3,599
| New | +$488K | 0.03% | 196 |
|
|
2024
Q1 | – | Sell |
-5,494
| Closed | -$626K | – | 135 |
|
|
2023
Q4 | $626K | Buy |
+5,494
| New | +$626K | 0.19% | 59 |
|
|
2023
Q1 | – | Sell |
-10,647
| Closed | -$1.05M | – | 113 |
|
|
2022
Q4 | $1.05M | Sell |
10,647
-8,078
| -43% | -$793K | 0.33% | 52 |
|
|
2022
Q3 | $1.55M | Buy |
+18,725
| New | +$1.55M | 0.51% | 52 |
|
|
2019
Q1 | – | Sell |
-20,741
| Closed | -$1.34M | – | 117 |
|
|
2018
Q4 | $1.34M | Buy |
+20,741
| New | +$1.34M | 0.49% | 57 |
|
|
2016
Q1 | – | Sell |
-6,882
| Closed | -$365K | – | 97 |
|
|
2015
Q4 | $365K | Buy |
+6,882
| New | +$365K | 0.17% | 74 |
|