UBS Group
SPYT icon

UBS Group’s Defiance S&P 500 Income Target ETF SPYT Stock Holding History

UBS Group’s Portfolio SPYT Stock Details SPYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.2K Buy
+319
New +$5.47K ﹤0.01% 8822
2025
Q4 		– Sell
-827
Closed -$15.3K – 11294
2025
Q3 		$15.3K Sell
827
-1,921
-70% -$34.9K ﹤0.01% 8326
2025
Q2 		$49.9K Buy
+2,748
New +$47.3K ﹤0.01% 7775
2025
Q1 		– Sell
-102
Closed -$1.95K – 10802
2024
Q4 		$1.95K Buy
+102
New +$2.03K ﹤0.01% 9136
2024
Q3 		– Sell
-5,196
Closed -$105K – 10167
2024
Q2 		$105K Buy
+5,196
New +$103K ﹤0.01% 6134

Other funds holding SPYT

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
RFW
Redwood Family Wealth Addison, Texas $114M AUM
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

UBS Group's SPYT Position: Q1 2026 in Review

UBS Group opened a new position in Defiance S&P 500 Income Target ETF (SPYT) in Q1 2026: 319 shares worth $5.2K. The stake represents ﹤0.01% of the portfolio and ranks #8822 among its holdings. This is a return to the name: UBS Group previously reported a position in SPYT as recently as Q3 2025.

UBS Group first reported a position in SPYT in Q2 2024 and has held it in 5 quarters since. The position peaked at $105K in Q2 2024. 18 funds tracked by Wall St. Rank hold SPYT as of Q1 2026.

  • UBS Group held 319 shares of Defiance S&P 500 Income Target ETF worth $5.2K as of Q1 2026.
  • Defiance S&P 500 Income Target ETF was a new UBS Group position in Q1 2026.
  • Defiance S&P 500 Income Target ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8822 holding.
  • UBS Group first reported a position in Defiance S&P 500 Income Target ETF in Q2 2024 and has held it in 5 quarters since.
  • UBS Group's Defiance S&P 500 Income Target ETF position peaked at $105K in Q2 2024.
  • 18 funds tracked by Wall St. Rank held Defiance S&P 500 Income Target ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.