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

UBS Group’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	$191M	Buy	1,724,500 +1,454,500	+539%	+$168M	0.03%	637
2025 Q4	$31.8M	Sell	270,000 -200	-0.1%	-$23K	0.01%	2113
2025 Q3	$32M	Sell	270,200 -32,600	-11%	-$3.62M	0.01%	2062
2025 Q2	$32.9M	Buy	+302,800	New	+$29.8M	0.01%	1888
2024 Q3	–	Sell	-300,000	Closed	-$25.7M	–	10131
2024 Q2	$25.7M	Buy	+300,000	New	+$24.7M	0.01%	1480
2024 Q1	–	Sell	-50,000	Closed	-$3.63M	–	10109
2023 Q4	$3.63M	Hold	50,000	–	–	﹤0.01%	3122
2023 Q3	$3.28M	Sell	50,000 -50,000	-50%	-$3.33M	﹤0.01%	2971
2023 Q2	$6.51M	Sell	100,000 -394,600	-80%	-$24M	﹤0.01%	2330
2023 Q1	$28.7M	Buy	+494,600	New	+$26.9M	0.01%	1130
2022 Q3	–	Sell	-26,700	Closed	-$1.45M	–	11005
2022 Q2	$1.45M	Sell	26,700 -300	-1%	-$18.1K	﹤0.01%	3408
2022 Q1	$1.86M	Sell	27,000 -50,600	-65%	-$3.57M	﹤0.01%	3501
2021 Q4	$6.03M	Sell	77,600 -3,700	-5%	-$293K	﹤0.01%	2626
2021 Q3	$6.51M	Buy	81,300 +11,600	+17%	+$960K	﹤0.01%	2406
2021 Q2	$5.64M	Buy	69,700 +9,200	+15%	+$716K	﹤0.01%	2557
2021 Q1	$4.44M	Buy	+60,500	New	+$4.3M	﹤0.01%	2741
2020 Q4	–	Sell	-100	Closed	-$6K	–	8820
2020 Q3	$6K	Sell	100 -400	-80%	-$23.7K	﹤0.01%	7243
2020 Q2	$27K	Buy	+500	New	+$25.7K	﹤0.01%	6353
2020 Q1	–	Sell	-26,200	Closed	-$1.41M	–	8483
2019 Q4	$1.41M	Buy	26,200 +9,500	+57%	+$489K	﹤0.01%	3897
2019 Q3	$827K	Buy	16,700 +12,000	+255%	+$601K	﹤0.01%	4131
2019 Q2	$231K	Sell	4,700 -54,500	-92%	-$2.65M	﹤0.01%	4829
2019 Q1	$2.77M	Buy	+59,200	New	+$2.7M	﹤0.01%	2702

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group's XLC Position: Q1 2026 in Review

UBS Group increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 50% in Q1 2026, buying an estimated $211M and bringing the position to 5,441,235 shares worth $603M. The position accounts for 0.09% of the portfolio, ranked #220.

UBS Group first reported a position in XLC in Q3 2018 and has held it in 31 quarters since. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

UBS Group held 5,441,235 shares of State Street Communication Services Select Sector SPDR ETF worth $603M as of Q1 2026.
UBS Group bought 1,822,695 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $211M.
State Street Communication Services Select Sector SPDR ETF made up 0.09% of UBS Group's portfolio in Q1 2026, its #220 holding.
UBS Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 31 quarters since.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

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