A detailed history of Univest Financial Corp transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Univest Financial Corp holds 1,604 shares of XLY stock, worth $372,801. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,604
Previous 1,852 13.39%
Holding current value
$372,801
Previous $402,000 4.48%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025

SELL
$216.09 - $242.18 $53,590 - $60,060
-248 Reduced 13.39%
1,604 $384,000
Q2 2025

Aug 04, 2025

SELL
$176.34 - $218.59 $445,434 - $552,158
-2,526 Reduced 57.7%
1,852 $402,000
Q1 2025

May 08, 2025

SELL
$192.6 - $233.2 $1.47 Million - $1.78 Million
-7,626 Reduced 63.53%
4,378 $864,000
Q4 2024

Feb 11, 2025

BUY
$194.8 - $239.43 $1.23 Million - $1.51 Million
6,303 Added 110.56%
12,004 $2.69 Million
Q3 2024

Nov 14, 2024

BUY
$170.05 - $200.86 $969,455 - $1.15 Million
5,701 New
5,701 $1.14 Million
Q4 2023

Feb 06, 2024

BUY
$148.04 - $181.41 $342,268 - $419,419
2,312 New
2,312 $413,000
Q4 2022

Feb 09, 2023

BUY
$126.26 - $147.57 $203,152 - $237,440
1,609 Added 9.01%
19,460 $2.51 Million
Q3 2022

Nov 03, 2022

BUY
$140.01 - $172.97 $2.5 Million - $3.09 Million
17,851 New
17,851 $2.54 Million
Q1 2019

Apr 09, 2019

SELL
N/A
-16,225 Closed
0 $0
Q4 2018

Jan 28, 2019

BUY
N/A
16,225 New
16,225 $1.61 Million

Others Institutions Holding XLY

About SELECT SECTOR SPDR-CONSUMER DI


  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
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.