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

Univest Financial’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.27M	Buy	32,897 +393	+1%	+$67.1K	0.31%	62
2026 Q1	$4.32M	Sell	32,504 -76,989	-70%	-$10.8M	0.24%	75
2025 Q4	$15.8M	Buy	109,493 +94,265	+619%	+$13.6M	0.84%	24
2025 Q3	$2.15M	Buy	15,228 +142	+0.9%	+$18.8K	0.12%	115
2025 Q2	$1.91M	Sell	15,086 -14,342	-49%	-$1.59M	0.11%	111
2025 Q1	$3.04M	Sell	29,428 -7,380	-20%	-$837K	0.2%	86
2024 Q4	$4.28M	Buy	36,808 +19,472	+112%	+$2.27M	0.27%	70
2024 Q3	$1.96M	Buy	17,336 +12,242	+240%	+$1.34M	0.13%	113
2024 Q2	$576K	Sell	5,094 -210	-4%	-$22.1K	0.16%	64
2024 Q1	$552K	Sell	5,304 -11,250	-68%	-$1.14M	0.16%	60
2023 Q4	$1.59M	Buy	16,554 +6,308	+62%	+$562K	0.47%	48
2023 Q3	$840K	Buy	10,246 +5,022	+96%	+$431K	0.28%	50
2023 Q2	$454K	Sell	5,224 -386	-7%	-$30.4K	0.14%	65
2023 Q1	$424K	Sell	5,610 -20,214	-78%	-$1.39M	0.13%	66
2022 Q4	$1.61M	Sell	25,824 -89,898	-78%	-$5.71M	0.51%	51
2022 Q3	$6.87M	Buy	+115,722	New	+$7.9M	2.25%	10
2022 Q2	–	Sell	-3,514	Closed	-$279K	–	114
2022 Q1	$279K	Sell	3,514 -33,426	-90%	-$2.62M	0.08%	94
2021 Q4	$3.21M	Buy	+36,940	New	+$3.04M	0.82%	43
2020 Q2	–	Sell	-10,044	Closed	-$404K	–	110
2020 Q1	$404K	Buy	+10,044	New	+$458K	0.16%	75
2019 Q1	–	Sell	-162,952	Closed	-$5.05M	–	118
2018 Q4	$5.05M	Buy	+162,952	New	+$5.51M	1.86%	6
2016 Q1	–	Sell	-13,914	Closed	-$298K	–	98
2015 Q4	$298K	Buy	+13,914	New	+$300K	0.14%	83
2014 Q1	–	Sell	-59,424	Closed	-$1.06M	–	82
2013 Q4	$1.06M	Buy	+59,424	New	+$1.01M	0.52%	60

Other funds holding XLK

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Univest Financial's XLK Position: Q2 2026 in Review

Univest Financial increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.2% in Q2 2026, buying an estimated $67.1K and bringing the position to 32,897 shares worth $6.27M. The position accounts for 0.31% of the portfolio, ranked #62.

Univest Financial first reported a position in XLK in Q4 2013 and has held it in 22 quarters since. The position peaked at $15.8M in Q4 2025. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Univest Financial held 32,897 shares of State Street Technology Select Sector SPDR ETF worth $6.27M as of Q2 2026.
Univest Financial bought 393 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $67.1K.
State Street Technology Select Sector SPDR ETF made up 0.31% of Univest Financial's portfolio in Q2 2026, its #62 holding.
Univest Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2013 and has held it in 22 quarters since.
Univest Financial's State Street Technology Select Sector SPDR ETF position peaked at $15.8M in Q4 2025.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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