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

Univest Financial’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$990K	Buy	5,346 +2,395	+81%	+$416K	0.05%	158
2026 Q1	$477K	Sell	2,951 -7,608	-72%	-$1.28M	0.03%	196
2025 Q4	$1.64M	Buy	10,559 +8,543	+424%	+$1.31M	0.09%	131
2025 Q3	$311K	Sell	2,016 -6	-0.3%	-$909	0.02%	226
2025 Q2	$298K	Sell	2,022 -1,480	-42%	-$202K	0.02%	224
2025 Q1	$459K	Sell	3,502 -1,007	-22%	-$136K	0.03%	205
2024 Q4	$594K	Buy	4,509 +910	+25%	+$125K	0.04%	190
2024 Q3	$488K	Buy	+3,599	New	+$457K	0.03%	196
2024 Q1	–	Sell	-5,494	Closed	-$626K	–	135
2023 Q4	$626K	Buy	+5,494	New	+$577K	0.19%	59
2023 Q1	–	Sell	-10,647	Closed	-$1.05M	–	113
2022 Q4	$1.05M	Sell	10,647 -8,078	-43%	-$769K	0.33%	52
2022 Q3	$1.55M	Buy	+18,725	New	+$1.72M	0.51%	52
2019 Q1	–	Sell	-20,741	Closed	-$1.34M	–	117
2018 Q4	$1.34M	Buy	+20,741	New	+$1.47M	0.49%	57
2016 Q1	–	Sell	-6,882	Closed	-$365K	–	97
2015 Q4	$365K	Buy	+6,882	New	+$369K	0.17%	74

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Univest Financial's XLI Position: Q2 2026 in Review

Univest Financial increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 81% in Q2 2026, buying an estimated $416K and bringing the position to 5,346 shares worth $990K. The position accounts for 0.05% of the portfolio, ranked #158.

Univest Financial first reported a position in XLI in Q4 2015 and has held it in 13 quarters since. The position peaked at $1.64M in Q4 2025. 1,657 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Univest Financial held 5,346 shares of State Street Industrial Select Sector SPDR ETF worth $990K as of Q2 2026.
Univest Financial bought 2,395 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $416K.
State Street Industrial Select Sector SPDR ETF made up 0.05% of Univest Financial's portfolio in Q2 2026, its #158 holding.
Univest Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2015 and has held it in 13 quarters since.
Univest Financial's State Street Industrial Select Sector SPDR ETF position peaked at $1.64M in Q4 2025.
1,657 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.