UBS AM’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

UBS AM’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.02M	Sell	17,187 -251,353	-94%	-$29.3M	﹤0.01%	2041
2026 Q1	$29.3M	Buy	268,540 +195,893	+270%	+$22.9M	0.01%	758
2025 Q4	$8.67M	Buy	+72,647	New	+$8.61M	﹤0.01%	1182
2024 Q3	–	Sell	-15,174	Closed	-$1.38M	–	2869
2024 Q2	$1.38M	Buy	+15,174	New	+$1.35M	﹤0.01%	2195
2019 Q4	–	Sell	-663,422	Closed	-$40M	–	2889
2019 Q3	$40M	Sell	663,422 -14,414	-2%	-$869K	0.03%	581
2019 Q2	$40.4M	Sell	677,836 -25,564	-4%	-$1.5M	0.03%	586
2019 Q1	$40M	Buy	703,400 +12,842	+2%	+$696K	0.03%	556
2018 Q4	$34.2M	Buy	690,558 +66,540	+11%	+$3.52M	0.03%	568
2018 Q3	$36.6M	Buy	624,018 +20,372	+3%	+$1.16M	0.03%	599
2018 Q2	$33M	Buy	603,646 +29,820	+5%	+$1.58M	0.03%	644
2018 Q1	$29.1M	Buy	573,826 +40,472	+8%	+$2.11M	0.02%	670
2017 Q4	$26.3M	Buy	533,354 +28,842	+6%	+$1.36M	0.02%	670
2017 Q3	$22.7M	Buy	504,512 +23,046	+5%	+$1.04M	0.02%	710
2017 Q2	$21.6M	Buy	481,466 +19,664	+4%	+$881K	0.02%	715
2017 Q1	$20.3M	Buy	461,802 +461,768	+1,358,141%	+$19.8M	0.02%	714
2016 Q4	$1K	Buy	+34	New	+$1.37K	﹤0.01%	2484

Other funds holding XLY

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

UBS AM's XLY Position: Q2 2026 in Review

UBS AM reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 94% in Q2 2026, selling an estimated $29.3M and leaving 17,187 shares worth $2.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2041.

UBS AM first reported a position in XLY in Q4 2016 and has held it in 16 quarters since. The position peaked at $40.4M in Q2 2019. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

UBS AM held 17,187 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.02M as of Q2 2026.
UBS AM sold 251,353 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $29.3M.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2041 holding.
UBS AM first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2016 and has held it in 16 quarters since.
UBS AM's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $40.4M in Q2 2019.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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