A detailed history of Univest Financial Corp transactions in Industrial Sector Spdr stock. As of the latest transaction made, Univest Financial Corp holds 3,599 shares of XLI stock, worth $513,397. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,599
Holding current value
$513,397
% of portfolio
0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Univest Financial Corp Portfolio

Follow Univest Financial Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Univest Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Univest Financial Corp with notifications on news.