Univest Financial’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Sell |
7,543
-7,171
| -49% | -$1.82M | 0.11% | 111 |
|
|
2025
Q1 | $3.04M | Sell |
14,714
-3,690
| -20% | -$762K | 0.2% | 86 |
|
|
2024
Q4 | $4.28M | Buy |
18,404
+9,736
| +112% | +$2.26M | 0.27% | 70 |
|
|
2024
Q3 | $1.96M | Buy |
8,668
+6,121
| +240% | +$1.38M | 0.13% | 113 |
|
|
2024
Q2 | $576K | Sell |
2,547
-105
| -4% | -$23.8K | 0.16% | 64 |
|
|
2024
Q1 | $552K | Sell |
2,652
-5,625
| -68% | -$1.17M | 0.16% | 60 |
|
|
2023
Q4 | $1.59M | Buy |
8,277
+3,154
| +62% | +$607K | 0.47% | 48 |
|
|
2023
Q3 | $840K | Buy |
5,123
+2,511
| +96% | +$412K | 0.28% | 50 |
|
|
2023
Q2 | $454K | Sell |
2,612
-193
| -7% | -$33.6K | 0.14% | 65 |
|
|
2023
Q1 | $424K | Sell |
2,805
-10,107
| -78% | -$1.53M | 0.13% | 66 |
|
|
2022
Q4 | $1.61M | Sell |
12,912
-44,949
| -78% | -$5.59M | 0.51% | 51 |
|
|
2022
Q3 | $6.87M | Buy |
+57,861
| New | +$6.87M | 2.25% | 10 |
|
|
2022
Q2 | – | Sell |
-1,757
| Closed | -$279K | – | 114 |
|
|
2022
Q1 | $279K | Sell |
1,757
-16,713
| -90% | -$2.65M | 0.08% | 94 |
|
|
2021
Q4 | $3.21M | Buy |
+18,470
| New | +$3.21M | 0.82% | 43 |
|
|
2020
Q2 | – | Sell |
-5,022
| Closed | -$404K | – | 110 |
|
|
2020
Q1 | $404K | Buy |
+5,022
| New | +$404K | 0.16% | 75 |
|
|
2019
Q1 | – | Sell |
-81,476
| Closed | -$5.05M | – | 118 |
|
|
2018
Q4 | $5.05M | Buy |
+81,476
| New | +$5.05M | 1.86% | 6 |
|
|
2016
Q1 | – | Sell |
-6,957
| Closed | -$298K | – | 98 |
|
|
2015
Q4 | $298K | Buy |
+6,957
| New | +$298K | 0.14% | 83 |
|
|
2014
Q1 | – | Sell |
-29,712
| Closed | -$1.06M | – | 82 |
|
|
2013
Q4 | $1.06M | Buy |
+29,712
| New | +$1.06M | 0.52% | 60 |
|