Univest Financial’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.44M Sell
17,825
-3,535
-17% -$299K 0.07% 134
2026
Q2
$1.77M Sell
21,360
-2,532
-11% -$211K 0.09% 122
2026
Q1
$1.96M Sell
23,892
-52,972
-69% -$4.46M 0.11% 120
2025
Q4
$5.97M Buy
76,864
+61,468
+399% +$4.8M 0.32% 58
2025
Q3
$1.21M Sell
15,396
-318
-2% -$25.7K 0.07% 146
2025
Q2
$1.27M Sell
15,714
-12,469
-44% -$1.01M 0.08% 140
2025
Q1
$2.3M Sell
28,183
-114,528
-80% -$9.14M 0.15% 110
2024
Q4
$11.2M Buy
142,711
+128,592
+911% +$10.4M 0.71% 36
2024
Q3
$1.17M Buy
+14,119
New +$1.13M 0.08% 140
2024
Q1
– Sell
-43,494
Closed -$3.13M – 136
2023
Q4
$3.13M Buy
+43,494
New +$3.01M 0.93% 41
2021
Q1
– Sell
-3,095
Closed -$208K – 112
2020
Q4
$208K Buy
+3,095
New +$205K 0.06% 104
2020
Q1
– Sell
-6,377
Closed -$330K – 137
2019
Q4
$330K Buy
+6,377
New +$393K 0.14% 84
2019
Q2
– Sell
-4,277
Closed -$240K – 114
2019
Q1
$240K Sell
4,277
-15,129
-78% -$809K 0.08% 106
2018
Q4
$985K Buy
+19,406
New +$1.05M 0.36% 63
2017
Q1
– Sell
-6,377
Closed -$330K – 103
2016
Q4
$330K Buy
+6,377
New +$330K 0.14% 84
2016
Q1
– Sell
-8,311
Closed -$420K – 99
2015
Q4
$420K Buy
+8,311
New +$413K 0.19% 70

Other funds holding XLP

Univest Financial's XLP Position: Q3 2026 in Review

Univest Financial reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 17% in Q3 2026, selling an estimated $299K and leaving 17,825 shares worth $1.44M. The position accounts for 0.07% of the portfolio, ranked #134.

Univest Financial first reported a position in XLP in Q4 2015 and has held it in 16 quarters since. The position peaked at $11.2M in Q4 2024. 1,082 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

  • Univest Financial held 17,825 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.44M as of Q3 2026.
  • Univest Financial sold 3,535 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $299K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.07% of Univest Financial's portfolio in Q3 2026, its #134 holding.
  • Univest Financial first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2015 and has held it in 16 quarters since.
  • Univest Financial's State Street Consumer Staples Select Sector SPDR ETF position peaked at $11.2M in Q4 2024.
  • 1,082 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Univest Financial's 13F filing for Q3 2026, filed 5 Nov 2026.