UBS Group’s State Street Financial Select Sector SPDR Premium Income ETF XLFI Stock Holding History

UBS Group’s Portfolio XLFI Stock Details XLFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10K	Buy	+436	New	+$10.5K	﹤0.01%	9087

Other funds holding XLFI

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

South Shore Capital Advisors Cohasset, Massachusetts $146M AUM 28.44% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

UBS Group's XLFI Position: Q3 2026 in Review

UBS Group opened a new position in State Street Financial Select Sector SPDR Premium Income ETF (XLFI) in Q3 2026: 436 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #9087 among its holdings.

6 funds tracked by Wall St. Rank hold XLFI as of Q3 2026.

UBS Group held 436 shares of State Street Financial Select Sector SPDR Premium Income ETF worth $10K as of Q3 2026.
State Street Financial Select Sector SPDR Premium Income ETF was a new UBS Group position in Q3 2026.
State Street Financial Select Sector SPDR Premium Income ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #9087 holding.
6 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR Premium Income ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.