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 5,701 shares of XLY stock, worth $1.26 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,701
Holding current value
$1.26 Million
% of portfolio
0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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.