SEC 13F Intelligence

Univest Financial Corp / XLE

Univest Financial Corp’s Select Sector Spdr Tr Position

Does Univest Financial Corp own Select Sector Spdr Tr (XLE)? Yes — 549.7K shares worth $34M (+1.89% of its 13F portfolio) as of Q1 2026, down from 591.2K shares the prior filed quarter.

Position Value
$34M
Q1 2026
Shares
549.7K
% of Portfolio
+1.89%
Quarters Held
26
currently held

Position History XLE

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’20: $4MQ2 ’20: $6MQ3 ’20: $5MQ4 ’20: $5MQ4 ’20Q1 ’21: $7MQ2 ’21: $7MQ3 ’21: $7MQ4 ’21: $8MQ4 ’21Q1 ’22: $8MQ2 ’22: $7MQ3 ’22: $10MQ4 ’22: $10MQ4 ’22Q1 ’23: $9MQ2 ’23: $9MQ3 ’23: $8MQ4 ’23: $7MQ4 ’23Q1 ’24: $9MQ2 ’24: $9MQ3 ’24: $24MQ4 ’24: $23MQ4 ’24Q1 ’25: $26MQ2 ’25: $26MQ3 ’25: $27MQ4 ’25: $26MQ4 ’25Q1 ’26: $34Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026549.7K$34M+1.89%
Q4 2025591.2K$26M+1.40%
Q3 2025298.2K$27M+1.49%
Q2 2025307.2K$26M+1.56%
Q1 2025275.5K$26M+1.68%
Q4 2024273.2K$23M+1.48%
Q3 2024276.9K$24M+1.60%
Q2 202495.9K$9M+2.43%
Q1 202496.5K$9M+2.56%
Q4 202388.8K$7M+2.20%
Q3 202386.6K$8M+2.61%
Q2 2023115.1K$9M+2.83%
Q1 2023112.3K$9M+2.90%
Q4 2022117.8K$10M+3.24%
Q3 2022139.8K$10M+3.29%
Q2 2022103.9K$7M+2.42%
Q1 2022108.0K$8M+2.33%
Q4 2021135.5K$8M+1.91%
Q3 2021138.5K$7M+2.01%
Q2 2021135.2K$7M+2.00%
Q1 2021146.0K$7M+2.02%
Q4 2020120.5K$5M+1.33%
Q3 2020157.7K$5M+1.50%
Q2 2020165.9K$6M+2.07%
Q1 2020133.6K$4M+1.54%
Q4 201820.1K$1M+0.42%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Univest Financial Corp’s full portfolio or all institutional holders of XLE.