Univest Financial’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Univest Financial’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.1M	Sell	9,377 -2,093	-18%	-$244K	0.05%	153
2026 Q1	$1.25M	Sell	11,470 -31,723	-73%	-$3.71M	0.07%	143
2025 Q4	$5.16M	Buy	43,193 +39,985	+1,246%	+$4.74M	0.27%	66
2025 Q3	$384K	Sell	3,208 -496	-13%	-$56.8K	0.02%	209
2025 Q2	$402K	Sell	3,704 -5,052	-58%	-$517K	0.02%	204
2025 Q1	$864K	Sell	8,756 -15,252	-64%	-$1.65M	0.06%	165
2024 Q4	$2.69M	Buy	24,008 +12,606	+111%	+$1.35M	0.17%	101
2024 Q3	$1.14M	Buy	+11,402	New	+$1.07M	0.08%	143
2024 Q1	–	Sell	-4,624	Closed	-$413K	–	139
2023 Q4	$413K	Buy	+4,624	New	+$383K	0.12%	75
2023 Q1	–	Sell	-38,920	Closed	-$2.51M	–	115
2022 Q4	$2.51M	Buy	38,920 +3,218	+9%	+$224K	0.79%	48
2022 Q3	$2.54M	Buy	+35,702	New	+$2.79M	0.83%	43
2019 Q1	–	Sell	-32,450	Closed	-$1.61M	–	120
2018 Q4	$1.61M	Buy	+32,450	New	+$1.72M	0.59%	54

Other funds holding XLY

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Univest Financial's XLY Position: Q2 2026 in Review

Univest Financial reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 18% in Q2 2026, selling an estimated $244K and leaving 9,377 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #153.

Univest Financial first reported a position in XLY in Q4 2018 and has held it in 12 quarters since. The position peaked at $5.16M in Q4 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Univest Financial held 9,377 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.1M as of Q2 2026.
Univest Financial sold 2,093 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $244K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.05% of Univest Financial's portfolio in Q2 2026, its #153 holding.
Univest Financial first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 12 quarters since.
Univest Financial's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $5.16M in Q4 2025.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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