A detailed history of Univest Financial Corp transactions in Industrial Sector Spdr stock. As of the latest transaction made, Univest Financial Corp holds 3,502 shares of XLI stock, worth $500,295. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,502
Previous 4,509 22.33%
Holding current value
$500,295
Previous $594,000 22.73%
% of portfolio
0.03%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025

SELL
$128.78 - $141.67 $129,681 - $142,661
-1,007 Reduced 22.33%
3,502 $459,000
Q4 2024

Feb 11, 2025

BUY
$131.76 - $143.99 $119,901 - $131,030
910 Added 25.28%
4,509 $594,000
Q3 2024

Nov 14, 2024

BUY
$120.56 - $135.44 $433,895 - $487,448
3,599 New
3,599 $487,000
Q4 2023

Feb 06, 2024

BUY
$96.44 - $114.13 $529,841 - $627,030
5,494 New
5,494 $626,000
Q4 2022

Feb 09, 2023

SELL
$84.74 - $102.33 $684,529 - $826,621
-8,078 Reduced 43.14%
10,647 $1.05 Million
Q3 2022

Nov 03, 2022

BUY
$82.84 - $100.53 $1.55 Million - $1.88 Million
18,725 New
18,725 $1.55 Million
Q1 2019

Apr 09, 2019

SELL
N/A
-20,741 Closed
0 $0
Q4 2018

Jan 28, 2019

BUY
N/A
20,741 New
20,741 $1.34 Million

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
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More about XLI
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