Univest Financial Corp Utilities Sector Spdr Transaction History

Univest Financial Corp

$1.48 Billion
Q1 2025

A detailed history of Univest Financial Corp transactions in Utilities Sector Spdr stock. As of the latest transaction made, Univest Financial Corp holds 5,871 shares of XLU stock, worth $480,952. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,871

Previous 7,604 22.79%

Holding current value

$480,952

Previous $575,000 19.65%

% of portfolio

0.03%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$74.7 - $80.27 $129,455 - $139,107	-1,733 Reduced 22.79%	5,871 $462,000
Q4 2024 Feb 11, 2025	BUY	$74.89 - $82.93 $286,678 - $317,456	3,828 Added 101.38%	7,604 $575,000
Q3 2024 Nov 14, 2024	BUY	$67.67 - $80.78 $255,521 - $305,025	3,776 New	3,776 $305,000
Q4 2023 Feb 06, 2024	BUY	$56.19 - $65.96 $2.5 Million - $2.94 Million	44,542 New	44,542 $2.82 Million
Q1 2021 Apr 14, 2021	SELL	$58.36 - $64.15 $231,572 - $254,547	-3,968 Closed	0 $0
Q4 2020 Jan 19, 2021	BUY	$59.98 - $66.76 $238,000 - $264,903	3,968 New	3,968 $249,000
Q2 2020 Jul 09, 2020	SELL	$51.79 - $62.83 $575,853 - $698,606	-11,119 Closed	0 $0
Q1 2020 May 05, 2020	SELL	$44.93 - $70.98 $4.37 Million - $6.91 Million	-97,341 Reduced 89.75%	11,119 $616,000
Q4 2019 Jan 14, 2020	BUY	$61.37 - $64.82 $1.23 Million - $1.3 Million	20,078 Added 22.72%	108,460 $5.27 Million
Q3 2019 Nov 06, 2019	BUY	$62.5 - $64.93 $8,437 - $8,765	135 Added 0.15%	88,382 $5.72 Million
Q2 2019 Jul 12, 2019	BUY	N/A	92 Added 0.1%	88,247 $5.26 Million
Q1 2019 Apr 09, 2019	SELL	N/A	-7,614 Reduced 7.95%	88,155 $5.13 Million
Q4 2018 Jan 28, 2019	SELL	N/A	-2,819 Reduced 2.86%	95,769 $5.07 Million
Q3 2018 Oct 10, 2018	SELL	N/A	-2,787 Reduced 2.75%	98,588 $5.19 Million
Q2 2018 Jul 17, 2018	SELL	N/A	-4,416 Reduced 4.17%	101,375 $5.27 Million
Q1 2018 Apr 19, 2018	SELL	N/A	-3,263 Reduced 2.99%	105,791 $5.35 Million
Q4 2017 Jan 22, 2018	BUY	N/A	2,193 Added 2.05%	109,054 $5.75 Million
Q3 2017 Oct 13, 2017	BUY	N/A	106,861	106,861 $5.67 Million

Others Institutions Holding XLU

# of Institutions

1,572

Shares Held

148M

Call Options Held

13.6M

Put Options Held

38.2M

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About UTILITIES SECTOR SPDR

Ticker XLU
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Univest Financial Corp Utilities Sector Spdr Transaction History