UBS Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $293M | Buy |
4,777,174
+1,690,104
| +55% | +$90.7M | 0.04% | 440 |
|
|
2025
Q4 | $138M | Sell |
3,087,070
-2,947,610
| -49% | -$131M | 0.02% | 789 |
|
|
2025
Q3 | $270M | Sell |
6,034,680
-1,965,760
| -25% | -$86.1M | 0.04% | 438 |
|
|
2025
Q2 | $339M | Buy |
8,000,440
+621,200
| +8% | +$25.9M | 0.06% | 324 |
|
|
2025
Q1 | $345M | Sell |
7,379,240
-6,057,340
| -45% | -$273M | 0.06% | 307 |
|
|
2024
Q4 | $575M | Buy |
13,436,580
+10,878,080
| +425% | +$494M | 0.11% | 175 |
|
|
2024
Q3 | $112M | Buy |
2,558,500
+291,140
| +13% | +$13M | 0.02% | 668 |
|
|
2024
Q2 | $103M | Buy |
2,267,360
+543,820
| +32% | +$25.3M | 0.03% | 639 |
|
|
2024
Q1 | $81.4M | Buy |
1,723,540
+48,740
| +3% | +$2.09M | 0.02% | 755 |
|
|
2023
Q4 | $70.2M | Sell |
1,674,800
-3,225,400
| -66% | -$138M | 0.02% | 773 |
|
|
2023
Q3 | $221M | Buy |
4,900,200
+4,205,200
| +605% | +$184M | 0.08% | 256 |
|
|
2023
Q2 | $28.2M | Sell |
695,000
-78,000
| -10% | -$3.18M | 0.01% | 1191 |
|
|
2023
Q1 | $32M | Sell |
773,000
-4,148,000
| -84% | -$177M | 0.01% | 1045 |
|
|
2022
Q4 | $215M | Sell |
4,921,000
-5,695,600
| -54% | -$248M | 0.08% | 255 |
|
|
2022
Q3 | $382M | Buy |
10,616,600
+3,584,400
| +51% | +$136M | 0.17% | 118 |
|
|
2022
Q2 | $251M | Buy |
7,032,200
+435,000
| +7% | +$17.5M | 0.1% | 211 |
|
|
2022
Q1 | $252M | Sell |
6,597,200
-11,704,400
| -64% | -$405M | 0.08% | 245 |
|
|
2021
Q4 | $508M | Buy |
18,301,600
+1,060,476
| +6% | +$30M | 0.15% | 137 |
|
|
2021
Q3 | $449M | Buy |
17,241,124
+4,147,600
| +32% | +$103M | 0.14% | 149 |
|
|
2021
Q2 | $353M | Sell |
13,093,524
-24,726,800
| -65% | -$643M | 0.11% | 184 |
|
|
2021
Q1 | $928M | Buy |
37,820,324
+23,422,524
| +163% | +$540M | 0.31% | 62 |
|
|
2020
Q4 | $273M | Buy |
14,397,800
+11,679,400
| +430% | +$201M | 0.09% | 233 |
|
|
2020
Q3 | $40.7M | Sell |
2,718,400
-4,945,000
| -65% | -$87.8M | 0.02% | 756 |
|
|
2020
Q2 | $145M | Buy |
7,663,400
+4,263,600
| +125% | +$79.3M | 0.06% | 293 |
|
|
2020
Q1 | $49.4M | Buy |
3,399,800
+1,366,800
| +67% | +$32.4M | 0.02% | 541 |
|
|
2019
Q4 | $61M | Sell |
2,033,000
-889,400
| -30% | -$26.4M | 0.02% | 658 |
|
|
2019
Q3 | $86.5M | Sell |
2,922,400
-82,200
| -3% | -$2.49M | 0.03% | 451 |
|
|
2019
Q2 | $95.7M | Buy |
3,004,600
+1,633,000
| +119% | +$52.3M | 0.04% | 408 |
|
|
2019
Q1 | $45.3M | Sell |
1,371,600
-5,034,000
| -79% | -$162M | 0.02% | 688 |
|
|
2018
Q4 | $184M | Sell |
6,405,600
-3,406,800
| -35% | -$114M | 0.08% | 230 |
|
|
2018
Q3 | $372M | Buy |
9,812,400
+2,377,200
| +32% | +$89.1M | 0.15% | 155 |
|
|
2018
Q2 | $282M | Sell |
7,435,200
-2,276,600
| -23% | -$84.6M | 0.12% | 187 |
|
|
2018
Q1 | $327M | Sell |
9,711,800
-5,102,000
| -34% | -$181M | 0.14% | 170 |
|
|
2017
Q4 | $535M | Buy |
14,813,800
+931,600
| +7% | +$32.1M | 0.22% | 108 |
|
|
2017
Q3 | $475M | Buy |
13,882,200
+7,143,000
| +106% | +$232M | 0.22% | 107 |
|
|
2017
Q2 | $219M | Buy |
6,739,200
+5,877,200
| +682% | +$198M | 0.11% | 199 |
|
|
2017
Q1 | $30.1M | Buy |
862,000
+291,200
| +51% | +$10.5M | 0.02% | 785 |
|
|
2016
Q4 | $21.5M | Sell |
570,800
-641,600
| -53% | -$23.2M | 0.01% | 980 |
|
|
2016
Q3 | $42.8M | Buy |
1,212,400
+481,680
| +66% | +$16.5M | 0.03% | 589 |
|
|
2016
Q2 | $24.9M | Buy |
+730,720
| New | +$24.1M | 0.02% | 811 |
|
|
2016
Q1 | – | Sell |
-1,149,800
| Closed | -$34.7M | – | 8255 |
|
|
2015
Q4 | $34.7M | Buy |
1,149,800
+27,000
| +2% | +$889K | 0.02% | 658 |
|
|
2015
Q3 | $34.4M | Sell |
1,122,800
-3,082,400
| -73% | -$104M | 0.02% | 618 |
|
|
2015
Q2 | $158M | Buy |
4,205,200
+3,070,000
| +270% | +$122M | 0.11% | 217 |
|
|
2015
Q1 | $44M | Sell |
1,135,200
-1,348,400
| -54% | -$52.2M | 0.03% | 562 |
|
|
2014
Q4 | $98.3M | Buy |
+2,483,600
| New | +$103M | 0.07% | 300 |
|
Other funds holding XLE
VMPIC
MMH
UBS Group's XLE Position: Q1 2026 in Review
UBS Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 3.7% in Q1 2026, buying an estimated $27.5M and bringing the position to 14,472,789 shares worth $887M. The position accounts for 0.13% of the portfolio, ranked #149.
UBS Group first reported a position in XLE in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.08B in Q4 2022. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.
- UBS Group held 14,472,789 shares of State Street Energy Select Sector SPDR ETF worth $887M as of Q1 2026.
- UBS Group bought 513,106 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $27.5M.
- State Street Energy Select Sector SPDR ETF made up 0.13% of UBS Group's portfolio in Q1 2026, its #149 holding.
- UBS Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2014 and has held it in 46 quarters since.
- UBS Group's State Street Energy Select Sector SPDR ETF position peaked at $1.08B in Q4 2022.
- 2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.