Univest Financial’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $400K | Sell |
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|
2025
Q2 | $392K | Sell |
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|
2025
Q1 | $463K | Sell |
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|
2024
Q4 | $576K | Buy |
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|
2024
Q3 | $305K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.82M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $249K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $616K | Sell |
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|
2019
Q4 | $5.27M | Buy |
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|
2019
Q3 | $5.72M | Buy |
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|
2019
Q2 | $5.26M | Buy |
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|
2019
Q1 | $5.13M | Sell |
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|
2018
Q4 | $5.07M | Sell |
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|
2018
Q3 | $5.19M | Sell |
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|
2018
Q2 | $5.27M | Sell |
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|
2018
Q1 | $5.35M | Sell |
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|
2017
Q4 | $5.75M | Buy |
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|
2017
Q3 | $5.67M | Buy |
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|
2017
Q2 | $4.91M | Sell |
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|
2017
Q1 | $4.91M | Sell |
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|
2016
Q4 | $5.27M | Sell |
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|
2016
Q3 | $5.62M | Sell |
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|
2016
Q2 | $6.03M | Sell |
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|
2016
Q1 | $5.79M | Buy |
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|
2015
Q4 | $4.24M | Buy |
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|
2015
Q3 | $4.19M | Sell |
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|
2015
Q2 | $4.19M | Sell |
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|
2015
Q1 | $4.52M | Sell |
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|
2014
Q4 | $4.96M | Buy |
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|
2014
Q3 | $4.38M | Buy |
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|
2014
Q2 | $4.56M | Sell |
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|
2014
Q1 | $4.36M | Sell |
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|
2013
Q4 | $4.86M | Buy |
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|
2013
Q3 | $4.63M | Sell |
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|
2013
Q2 | $4.76M | Buy |
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