UBS AM’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

UBS AM’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.41M	Sell	100,870 -696,991	-87%	-$36.2M	﹤0.01%	1569
2026 Q1	$39.4M	Buy	797,861 +583,400	+272%	+$30.4M	0.01%	676
2025 Q4	$11.7M	Buy	+214,461	New	+$11.4M	﹤0.01%	1054
2025 Q2	–	Sell	-138,614	Closed	-$6.9M	–	2726
2025 Q1	$6.9M	Buy	138,614 +53,614	+63%	+$2.69M	﹤0.01%	1404
2024 Q4	$4.11M	Buy	+85,000	New	+$4.11M	﹤0.01%	1708
2021 Q3	–	Sell	-71,634	Closed	-$2.63M	–	2779
2021 Q2	$2.63M	Buy	+71,634	New	+$2.62M	﹤0.01%	1730
2019 Q4	–	Sell	-2,707,085	Closed	-$75.8M	–	2881
2019 Q3	$75.8M	Sell	2,707,085 -144,882	-5%	-$4M	0.05%	381
2019 Q2	$78.7M	Sell	2,851,967 -356,450	-11%	-$9.65M	0.06%	369
2019 Q1	$82.5M	Sell	3,208,417 -44,451	-1%	-$1.15M	0.06%	326
2018 Q4	$77.5M	Sell	3,252,868 -313,494	-9%	-$8.14M	0.07%	311
2018 Q3	$98.4M	Sell	3,566,362 -84,957	-2%	-$2.38M	0.07%	296
2018 Q2	$97.1M	Sell	3,651,319 -789,299	-18%	-$21.8M	0.07%	308
2018 Q1	$122M	Buy	4,440,618 +94,565	+2%	+$2.72M	0.1%	241
2017 Q4	$121M	Buy	4,346,053 +281,845	+7%	+$7.58M	0.1%	223
2017 Q3	$105M	Buy	4,064,208 +166,100	+4%	+$4.14M	0.1%	240
2017 Q2	$96.2M	Buy	3,898,108 +455,595	+13%	+$10.8M	0.09%	253
2017 Q1	$81.7M	Buy	3,442,513 +3,436,942	+61,693%	+$82.3M	0.08%	267
2016 Q4	$130K	Buy	+5,571	New	+$120K	﹤0.01%	2212
2015 Q1	–	Sell	-10,252	Closed	-$223K	–	2648
2014 Q4	$223K	Hold	10,252	–	–	﹤0.01%	2417
2014 Q3	$209K	Hold	10,252	–	–	﹤0.01%	2357
2014 Q2	$205K	Hold	10,252	–	–	﹤0.01%	2398
2014 Q1	$201K	Buy	+10,252	New	+$196K	﹤0.01%	2422
2013 Q3	–	Sell	-17,691	Closed	-$303K	–	2507
2013 Q2	$303K	Buy	+17,691	New	+$297K	﹤0.01%	1989

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS AM's XLF Position: Q2 2026 in Review

UBS AM reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 87% in Q2 2026, selling an estimated $36.2M and leaving 100,870 shares worth $5.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

UBS AM first reported a position in XLF in Q2 2013 and has held it in 23 quarters since. The position peaked at $122M in Q1 2018. 1,889 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

UBS AM held 100,870 shares of State Street Financial Select Sector SPDR ETF worth $5.41M as of Q2 2026.
UBS AM sold 696,991 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $36.2M.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1569 holding.
UBS AM first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 23 quarters since.
UBS AM's State Street Financial Select Sector SPDR ETF position peaked at $122M in Q1 2018.
1,889 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.