Univest Financial Corp Energy Sector Spdr Transaction History

Univest Financial Corp

  • $352 Million
  • Q1 2024

A detailed history of Univest Financial Corp transactions in Energy Sector Spdr stock. As of the latest transaction made, Univest Financial Corp holds 96,453 shares of XLE stock, worth $8.85 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares
96,453
Previous 88,787 8.63%
Holding current value
$8.85 Million
Previous $7.44 Million 22.34%
% of portfolio
2.59%
Previous 2.23%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$79.91 - $94.41 $612,590 - $723,747
7,666 Added 8.63%
96,453 $9.11 Million
Q4 2023

Feb 06, 2024
BUY
$81.2 - $91.96 $175,310 - $198,541
2,159 Added 2.49%
88,787 $7.44 Million
Q3 2023

Nov 07, 2023
SELL
$79.09 - $93.36 $2.25 Million - $2.66 Million
-28,456 Reduced 24.73%
86,628 $7.83 Million
Q2 2023

Aug 07, 2023
BUY
$76.59 - $87.23 $211,694 - $241,103
2,764 Added 2.46%
115,084 $9.34 Million
Q1 2023

May 08, 2023
SELL
$76.97 - $93.11 $420,333 - $508,473
-5,461 Reduced 4.64%
112,320 $9.3 Million
Q4 2022

Feb 09, 2023
SELL
$82.68 - $94.08 $1.82 Million - $2.07 Million
-22,027 Reduced 15.76%
117,781 $10.3 Million
Q3 2022

Nov 03, 2022
BUY
N/A
35,951 Added 34.62%
139,808 $10.1 Million
Q2 2022

Aug 05, 2022
SELL
N/A
-4,158 Reduced 3.85%
103,857 $7.43 Million
Q1 2022

May 05, 2022
SELL
N/A
-27,455 Reduced 20.27%
108,015 $8.26 Million
Q4 2021

Feb 08, 2022
SELL
N/A
-3,048 Reduced 2.2%
135,470 $7.52 Million
Q3 2021

Nov 12, 2021
BUY
N/A
3,279 Added 2.42%
138,518 $7.22 Million
Q2 2021

Jul 20, 2021
SELL
N/A
-10,762 Reduced 7.37%
135,239 $7.29 Million
Q1 2021

Apr 14, 2021
BUY
N/A
25,504 Added 21.17%
146,001 $7.16 Million
Q4 2020

Jan 19, 2021
SELL
N/A
-37,213 Reduced 23.6%
120,497 $4.57 Million
Q3 2020

Oct 13, 2020
SELL
N/A
-8,235 Reduced 4.96%
157,710 $4.72 Million
Q2 2020

Jul 09, 2020
BUY
N/A
32,362 Added 24.23%
165,945 $6.28 Million
Q1 2020

May 05, 2020
BUY
N/A
133,583 New
133,583 $3.88 Million
Q1 2019

Apr 09, 2019
SELL
N/A
-20,093 Closed
0 $0
Q4 2018

Jan 28, 2019
BUY
N/A
20,093 New
20,093 $1.15 Million

Others Institutions Holding XLE

# of Institutions
2,033
Shares Held
240M
Call Options Held
53.2M
Put Options Held
96.6M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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