Univest Financial’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-7,830
| Closed | -$334K | – | 264 |
|
|
2025
Q4 | $334K | Sell |
7,830
-1,340
| -15% | -$59.3K | 0.02% | 224 |
|
|
2025
Q3 | $400K | Sell |
9,170
-428
| -4% | -$18.1K | 0.02% | 205 |
|
|
2025
Q2 | $392K | Sell |
9,598
-2,144
| -18% | -$85.4K | 0.02% | 207 |
|
|
2025
Q1 | $463K | Sell |
11,742
-3,466
| -23% | -$135K | 0.03% | 204 |
|
|
2024
Q4 | $576K | Buy |
15,208
+7,656
| +101% | +$304K | 0.04% | 192 |
|
|
2024
Q3 | $305K | Buy |
+7,552
| New | +$280K | 0.02% | 237 |
|
|
2024
Q1 | – | Sell |
-89,084
| Closed | -$2.82M | – | 137 |
|
|
2023
Q4 | $2.82M | Buy |
+89,084
| New | +$2.72M | 0.83% | 43 |
|
|
2021
Q1 | – | Sell |
-7,936
| Closed | -$249K | – | 113 |
|
|
2020
Q4 | $249K | Buy |
+7,936
| New | +$251K | 0.07% | 99 |
|
|
2020
Q2 | – | Sell |
-22,238
| Closed | -$616K | – | 111 |
|
|
2020
Q1 | $616K | Sell |
22,238
-194,682
| -90% | -$6.23M | 0.24% | 60 |
|
|
2019
Q4 | $5.27M | Buy |
216,920
+40,156
| +23% | +$1.28M | 2.23% | 3 |
|
|
2019
Q3 | $5.72M | Buy |
176,764
+270
| +0.2% | +$8.33K | 1.83% | 7 |
|
|
2019
Q2 | $5.26M | Buy |
176,494
+184
| +0.1% | +$5.4K | 1.67% | 11 |
|
|
2019
Q1 | $5.13M | Sell |
176,310
-15,228
| -8% | -$423K | 1.68% | 9 |
|
|
2018
Q4 | $5.07M | Sell |
191,538
-5,638
| -3% | -$153K | 1.87% | 5 |
|
|
2018
Q3 | $5.19M | Sell |
197,176
-5,574
| -3% | -$148K | 1.58% | 11 |
|
|
2018
Q2 | $5.27M | Sell |
202,750
-8,832
| -4% | -$222K | 2.11% | 8 |
|
|
2018
Q1 | $5.35M | Sell |
211,582
-6,526
| -3% | -$163K | 2.31% | 6 |
|
|
2017
Q4 | $5.75M | Buy |
218,108
+4,386
| +2% | +$120K | 2.31% | 5 |
|
|
2017
Q3 | $5.67M | Buy |
213,722
+24,736
| +13% | +$664K | 2.39% | 3 |
|
|
2017
Q2 | $4.91M | Sell |
188,986
-2,374
| -1% | -$62.3K | 2.07% | 4 |
|
|
2017
Q1 | $4.91M | Sell |
191,360
-25,560
| -12% | -$638K | 2.15% | 5 |
|
|
2016
Q4 | $5.27M | Sell |
216,920
-12,534
| -5% | -$299K | 2.23% | 3 |
|
|
2016
Q3 | $5.62M | Sell |
229,454
-184
| -0.1% | -$4.67K | 2.54% | 3 |
|
|
2016
Q2 | $6.03M | Sell |
229,638
-3,760
| -2% | -$92.7K | 2.75% | 3 |
|
|
2016
Q1 | $5.79M | Buy |
233,398
+37,622
| +19% | +$869K | 2.64% | 3 |
|
|
2015
Q4 | $4.24M | Buy |
195,776
+2,058
| +1% | +$44.6K | 1.93% | 11 |
|
|
2015
Q3 | $4.19M | Sell |
193,718
-8,350
| -4% | -$180K | 2.05% | 8 |
|
|
2015
Q2 | $4.19M | Sell |
202,068
-1,240
| -0.6% | -$27.1K | 1.92% | 13 |
|
|
2015
Q1 | $4.52M | Sell |
203,308
-6,558
| -3% | -$152K | 2.03% | 5 |
|
|
2014
Q4 | $4.96M | Buy |
209,866
+1,758
| +0.8% | +$39.8K | 2.17% | 4 |
|
|
2014
Q3 | $4.38M | Buy |
208,108
+1,990
| +1% | +$42.2K | 2.05% | 4 |
|
|
2014
Q2 | $4.56M | Sell |
206,118
-4,274
| -2% | -$90.9K | 2.15% | 3 |
|
|
2014
Q1 | $4.36M | Sell |
210,392
-45,366
| -18% | -$894K | 2.18% | 2 |
|
|
2013
Q4 | $4.86M | Buy |
255,758
+8,042
| +3% | +$154K | 2.39% | 2 |
|
|
2013
Q3 | $4.63M | Sell |
247,716
-5,246
| -2% | -$99.9K | 2.47% | 2 |
|
|
2013
Q2 | $4.76M | Buy |
+252,962
| New | +$4.96M | 2.61% | 2 |
|
Other funds holding XLU
Univest Financial's XLU Position: Q1 2026 in Review
Univest Financial sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 7,830 shares — an estimated $334K sold.
Univest Financial first reported a position in XLU in Q2 2013 and held it in 36 quarters. The position peaked at $6.03M in Q2 2016. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Univest Financial reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
- Univest Financial sold 7,830 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $334K.
- Univest Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and held it in 36 quarters.
- Univest Financial's State Street Utilities Select Sector SPDR ETF position peaked at $6.03M in Q2 2016.
- 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.