Number of Shares
28,183.00
Current Holdings Value*
$2.30 Mil
% of Portfolio
0.15%
Total Estimate Gain
$105,258.95
% of Total Estimate Gain
0.62%

UNIVEST FINANCIAL Corp's Consumer Staples Select Sector SPDR Holding Summary

As of 2025-03-31, UNIVEST FINANCIAL Corp held 28,183.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $2.30 Mil. This investment constitutes 0.15% of their stock portfolio, and UNIVEST FINANCIAL Corp now holds 0.01% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.

The initial trade took place in 2015Q4. And since then UNIVEST FINANCIAL Corp has made 8 purchases of XLP, at an average price of $73.89, for a total of 229,771.00 shares. In addition, there have been 8 sales at an average price of $73.25 for 201,588.00 shares. Based on historical transaction data and XLP's current price of $82.18, UNIVEST FINANCIAL Corp's estimated gain on his XLP holdings is $105,258.95, reflecting a 0.62% gain to date.

UNIVEST FINANCIAL Corp XLP ($82.18) Holding Chart

UNIVEST FINANCIAL Corp XLP ($82.18) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1