Univest Financial’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Univest Financial’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.33M	Buy	14,671 +1,052	+8%	+$157K	0.11%	113
2026 Q1	$2M	Sell	13,619 -44,444	-77%	-$6.86M	0.11%	118
2025 Q4	$8.99M	Buy	58,063 +49,034	+543%	+$7.34M	0.48%	48
2025 Q3	$1.26M	Buy	9,029 +1,270	+16%	+$172K	0.07%	143
2025 Q2	$1.05M	Sell	7,759 -27,458	-78%	-$3.71M	0.06%	147
2025 Q1	$5.14M	Sell	35,217 -50,508	-59%	-$7.34M	0.34%	60
2024 Q4	$11.8M	Buy	85,725 +79,680	+1,318%	+$11.7M	0.74%	31
2024 Q3	$931K	Buy	+6,045	New	+$916K	0.06%	154
2024 Q1	–	Sell	-5,892	Closed	-$804K	–	138
2023 Q4	$804K	Buy	+5,892	New	+$766K	0.24%	57
2023 Q1	–	Sell	-2,275	Closed	-$309K	–	114
2022 Q4	$309K	Sell	2,275 -9,940	-81%	-$1.32M	0.1%	79
2022 Q3	$1.48M	Buy	+12,215	New	+$1.57M	0.48%	54
2020 Q1	–	Sell	-5,529	Closed	-$381K	–	138
2019 Q4	$381K	Buy	+5,529	New	+$532K	0.16%	81
2019 Q1	–	Sell	-4,432	Closed	-$383K	–	119
2018 Q4	$383K	Buy	+4,432	New	+$401K	0.14%	87
2017 Q1	–	Sell	-5,529	Closed	-$381K	–	104
2016 Q4	$381K	Buy	+5,529	New	+$384K	0.16%	81

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Univest Financial's XLV Position: Q2 2026 in Review

Univest Financial increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.7% in Q2 2026, buying an estimated $157K and bringing the position to 14,671 shares worth $2.33M. The position accounts for 0.11% of the portfolio, ranked #113.

Univest Financial first reported a position in XLV in Q4 2016 and has held it in 14 quarters since. The position peaked at $11.8M in Q4 2024. 1,857 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Univest Financial held 14,671 shares of State Street Health Care Select Sector SPDR ETF worth $2.33M as of Q2 2026.
Univest Financial bought 1,052 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $157K.
State Street Health Care Select Sector SPDR ETF made up 0.11% of Univest Financial's portfolio in Q2 2026, its #113 holding.
Univest Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2016 and has held it in 14 quarters since.
Univest Financial's State Street Health Care Select Sector SPDR ETF position peaked at $11.8M in Q4 2024.
1,857 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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