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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Univest Financial's XLV Position: Q1 2026 in Review

Univest Financial reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 77% in Q1 2026, selling an estimated $6.86M and leaving 13,619 shares worth $2M. The position accounts for 0.11% of the portfolio, ranked #118.

Univest Financial first reported a position in XLV in Q4 2016 and has held it in 13 quarters since. The position peaked at $11.8M in Q4 2024. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Univest Financial held 13,619 shares of State Street Health Care Select Sector SPDR ETF worth $2M as of Q1 2026.
  • Univest Financial sold 44,444 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $6.86M.
  • State Street Health Care Select Sector SPDR ETF made up 0.11% of Univest Financial's portfolio in Q1 2026, its #118 holding.
  • Univest Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2016 and has held it in 13 quarters since.
  • Univest Financial's State Street Health Care Select Sector SPDR ETF position peaked at $11.8M in Q4 2024.
  • 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.