Univest Financial’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $311K | Sell |
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|
2025
Q2 | $298K | Sell |
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|
2025
Q1 | $459K | Sell |
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|
2024
Q4 | $594K | Buy |
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|
2024
Q3 | $488K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $626K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $1.55M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.34M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $365K | Buy |
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