Univest Financial’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $384K | Sell |
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|
2025
Q2 | $402K | Sell |
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|
2025
Q1 | $864K | Sell |
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|
2024
Q4 | $2.69M | Buy |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $413K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.51M | Buy |
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|
2022
Q3 | $2.54M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.61M | Buy |
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