UBS AM’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

UBS AM’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.1M	Buy	316,233 +226,933	+254%	+$26.3M	0.01%	708
2025 Q4	$10.5M	Buy	+89,300	New	+$10.3M	﹤0.01%	1101
2024 Q3	–	Sell	-15,280	Closed	-$1.31M	–	2865
2024 Q2	$1.31M	Buy	+15,280	New	+$1.26M	﹤0.01%	2234
2019 Q4	–	Sell	-719,367	Closed	-$35.6M	–	2880
2019 Q3	$35.6M	Sell	719,367 -8,645	-1%	-$433K	0.02%	612
2019 Q2	$35.8M	Buy	728,012 +16,263	+2%	+$791K	0.03%	620
2019 Q1	$33.3M	Buy	711,749 +29,094	+4%	+$1.33M	0.02%	606
2018 Q4	$28.2M	Buy	682,655 +88,183	+15%	+$3.95M	0.02%	624
2018 Q3	$29.1M	Buy	+594,472	New	+$29.4M	0.02%	656

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS AM's XLC Position: Q1 2026 in Review

UBS AM increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 254% in Q1 2026, buying an estimated $26.3M and bringing the position to 316,233 shares worth $35.1M. The position accounts for 0.01% of the portfolio, ranked #708.

UBS AM first reported a position in XLC in Q3 2018 and has held it in 8 quarters since. The position peaked at $35.8M in Q2 2019. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

UBS AM held 316,233 shares of State Street Communication Services Select Sector SPDR ETF worth $35.1M as of Q1 2026.
UBS AM bought 226,933 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $26.3M.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of UBS AM's portfolio in Q1 2026, its #708 holding.
UBS AM first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 8 quarters since.
UBS AM's State Street Communication Services Select Sector SPDR ETF position peaked at $35.8M in Q2 2019.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.