UBS Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $66.6M | Buy |
1,452,190
+43,700
| +3% | +$1.96M | 0.01% | 1363 |
|
|
2025
Q4 | $60.1M | Buy |
1,408,490
+91,910
| +7% | +$4.07M | 0.01% | 1439 |
|
|
2025
Q3 | $57.4M | Sell |
1,316,580
-640,000
| -33% | -$27.1M | 0.01% | 1488 |
|
|
2025
Q2 | $79.9M | Buy |
1,956,580
+1,246,180
| +175% | +$49.7M | 0.01% | 1131 |
|
|
2025
Q1 | $28M | Buy |
710,400
+406,000
| +133% | +$15.9M | 0.01% | 2018 |
|
|
2024
Q4 | $11.5M | Hold |
304,400
| – | – | ﹤0.01% | 2888 |
|
|
2024
Q3 | $12.3M | Hold |
304,400
| – | – | ﹤0.01% | 2182 |
|
|
2024
Q2 | $10.4M | Sell |
304,400
-985,600
| -76% | -$33.9M | ﹤0.01% | 2188 |
|
|
2024
Q1 | $42.3M | Sell |
1,290,000
-2,588,400
| -67% | -$80.8M | 0.01% | 1146 |
|
|
2023
Q4 | $123M | Buy |
3,878,400
+2,898,400
| +296% | +$88.6M | 0.04% | 486 |
|
|
2023
Q3 | $28.9M | Buy |
980,000
+450,000
| +85% | +$14.5M | 0.01% | 1209 |
|
|
2023
Q2 | $17.3M | Buy |
530,000
+160,000
| +43% | +$5.39M | 0.01% | 1557 |
|
|
2023
Q1 | $12.5M | Buy |
+370,000
| New | +$12.5M | ﹤0.01% | 1731 |
|
|
2022
Q4 | – | Sell |
-200,000
| Closed | -$6.55M | – | 11206 |
|
|
2022
Q3 | $6.55M | Buy |
+200,000
| New | +$7.33M | ﹤0.01% | 2118 |
|
|
2022
Q2 | – | Sell |
-600,000
| Closed | -$22.3M | – | 11021 |
|
|
2022
Q1 | $22.3M | Buy |
600,000
+299,400
| +100% | +$10.4M | 0.01% | 1337 |
|
|
2021
Q4 | $10.8M | Buy |
+300,600
| New | +$10.1M | ﹤0.01% | 2080 |
|
|
2021
Q3 | – | Sell |
-2,077,600
| Closed | -$65.7M | – | 10151 |
|
|
2021
Q2 | $65.7M | Buy |
2,077,600
+1,942,600
| +1,439% | +$63.6M | 0.02% | 700 |
|
|
2021
Q1 | $4.32M | Sell |
135,000
-59,600
| -31% | -$1.85M | ﹤0.01% | 2771 |
|
|
2020
Q4 | $6.1M | Sell |
194,600
-1,710,200
| -90% | -$54.1M | ﹤0.01% | 2275 |
|
|
2020
Q3 | $56.6M | Buy |
1,904,800
+1,323,600
| +228% | +$39.3M | 0.02% | 603 |
|
|
2020
Q2 | $16.4M | Sell |
581,200
-817,400
| -58% | -$23.6M | 0.01% | 1196 |
|
|
2020
Q1 | $38.7M | Sell |
1,398,600
-2,372,600
| -63% | -$75.9M | 0.02% | 658 |
|
|
2019
Q4 | $122M | Buy |
3,771,200
+2,251,200
| +148% | +$71.5M | 0.04% | 386 |
|
|
2019
Q3 | $49.2M | Sell |
1,520,000
-2,800,000
| -65% | -$86.4M | 0.02% | 698 |
|
|
2019
Q2 | $129M | Buy |
4,320,000
+3,024,400
| +233% | +$88.8M | 0.05% | 332 |
|
|
2019
Q1 | $37.7M | Buy |
1,295,600
+1,001,400
| +340% | +$27.8M | 0.02% | 787 |
|
|
2018
Q4 | $7.79M | Sell |
294,200
-1,463,800
| -83% | -$39.8M | ﹤0.01% | 1783 |
|
|
2018
Q3 | $46.3M | Buy |
1,758,000
+1,267,000
| +258% | +$33.7M | 0.02% | 718 |
|
|
2018
Q2 | $12.8M | Sell |
491,000
-1,543,000
| -76% | -$38.8M | 0.01% | 1530 |
|
|
2018
Q1 | $51.4M | Buy |
2,034,000
+887,000
| +77% | +$22.1M | 0.02% | 626 |
|
|
2017
Q4 | $30.2M | Sell |
1,147,000
-128,600
| -10% | -$3.53M | 0.01% | 928 |
|
|
2017
Q3 | $33.8M | Sell |
1,275,600
-72,000
| -5% | -$1.93M | 0.02% | 809 |
|
|
2017
Q2 | $35M | Buy |
1,347,600
+1,097,600
| +439% | +$28.8M | 0.02% | 737 |
|
|
2017
Q1 | $6.41M | Buy |
250,000
+50,000
| +25% | +$1.25M | ﹤0.01% | 1863 |
|
|
2016
Q4 | $4.86M | Sell |
200,000
-551,600
| -73% | -$13.2M | ﹤0.01% | 2122 |
|
|
2016
Q3 | $18.4M | Sell |
751,600
-27,800
| -4% | -$706K | 0.01% | 1036 |
|
|
2016
Q2 | $20.4M | Sell |
779,400
-27,600
| -3% | -$680K | 0.01% | 921 |
|
|
2016
Q1 | $20M | Buy |
807,000
+396,000
| +96% | +$9.14M | 0.01% | 888 |
|
|
2015
Q4 | $8.89M | Buy |
411,000
+410,800
| +205,400% | +$8.9M | 0.01% | 1480 |
|
|
2015
Q3 | $4K | Sell |
200
-1,349,000
| -100% | -$29M | ﹤0.01% | 7848 |
|
|
2015
Q2 | $28M | Sell |
1,349,200
-947,000
| -41% | -$20.7M | 0.02% | 776 |
|
|
2015
Q1 | $51M | Buy |
2,296,200
+1,492,800
| +186% | +$34.5M | 0.04% | 500 |
|
|
2014
Q4 | $19M | Buy |
+803,400
| New | +$18.2M | 0.01% | 1022 |
|
Other funds holding XLU
MMH
UBS Group's XLU Position: Q1 2026 in Review
UBS Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 80% in Q1 2026, buying an estimated $323M and bringing the position to 16,159,784 shares worth $742M. The position accounts for 0.11% of the portfolio, ranked #176.
UBS Group first reported a position in XLU in Q4 2014 and has held it in 46 quarters since. The position peaked at $766M in Q2 2019. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- UBS Group held 16,159,784 shares of State Street Utilities Select Sector SPDR ETF worth $742M as of Q1 2026.
- UBS Group bought 7,193,891 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $323M.
- State Street Utilities Select Sector SPDR ETF made up 0.11% of UBS Group's portfolio in Q1 2026, its #176 holding.
- UBS Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2014 and has held it in 46 quarters since.
- UBS Group's State Street Utilities Select Sector SPDR ETF position peaked at $766M in Q2 2019.
- 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.