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 | $330M | Buy |
7,193,600
+1,044,400
| +17% | +$46.9M | 0.05% | 387 |
|
|
2025
Q4 | $263M | Buy |
6,149,200
+3,383,200
| +122% | +$150M | 0.04% | 442 |
|
|
2025
Q3 | $121M | Sell |
2,766,000
-1,587,000
| -36% | -$67.1M | 0.02% | 899 |
|
|
2025
Q2 | $178M | Buy |
4,353,000
+1,999,200
| +85% | +$79.7M | 0.03% | 594 |
|
|
2025
Q1 | $92.8M | Sell |
2,353,800
-1,072,400
| -31% | -$41.9M | 0.02% | 983 |
|
|
2024
Q4 | $130M | Buy |
3,426,200
+2,045,400
| +148% | +$81.2M | 0.02% | 749 |
|
|
2024
Q3 | $55.8M | Buy |
1,380,800
+1,080,800
| +360% | +$40.1M | 0.01% | 1079 |
|
|
2024
Q2 | $10.2M | Sell |
300,000
-440,000
| -59% | -$15.1M | ﹤0.01% | 2200 |
|
|
2024
Q1 | $24.3M | Sell |
740,000
-714,000
| -49% | -$22.3M | 0.01% | 1534 |
|
|
2023
Q4 | $46M | Buy |
1,454,000
+792,600
| +120% | +$24.2M | 0.01% | 1018 |
|
|
2023
Q3 | $19.5M | Sell |
661,400
-621,800
| -48% | -$20M | 0.01% | 1499 |
|
|
2023
Q2 | $42M | Sell |
1,283,200
-263,200
| -17% | -$8.86M | 0.01% | 929 |
|
|
2023
Q1 | $52.3M | Buy |
1,546,400
+266,400
| +21% | +$9.03M | 0.02% | 752 |
|
|
2022
Q4 | $45.1M | Buy |
1,280,000
+300,000
| +31% | +$10.2M | 0.02% | 862 |
|
|
2022
Q3 | $32.1M | Sell |
980,000
-990,000
| -50% | -$36.3M | 0.01% | 958 |
|
|
2022
Q2 | $69.1M | Sell |
1,970,000
-250,000
| -11% | -$9.05M | 0.03% | 577 |
|
|
2022
Q1 | $82.7M | Buy |
2,220,000
+360,000
| +19% | +$12.5M | 0.03% | 584 |
|
|
2021
Q4 | $66.6M | Buy |
1,860,000
+1,150,000
| +162% | +$38.8M | 0.02% | 782 |
|
|
2021
Q3 | $22.7M | Hold |
710,000
| – | – | 0.01% | 1406 |
|
|
2021
Q2 | $22.4M | Sell |
710,000
-200,000
| -22% | -$6.55M | 0.01% | 1408 |
|
|
2021
Q1 | $29.1M | Buy |
910,000
+110,000
| +14% | +$3.41M | 0.01% | 1176 |
|
|
2020
Q4 | $25.1M | Sell |
800,000
-288,200
| -26% | -$9.12M | 0.01% | 1200 |
|
|
2020
Q3 | $32.3M | Buy |
1,088,200
+388,200
| +55% | +$11.5M | 0.01% | 879 |
|
|
2020
Q2 | $19.8M | Buy |
700,000
+120,000
| +21% | +$3.46M | 0.01% | 1092 |
|
|
2020
Q1 | $16.1M | Sell |
580,000
-2,973,800
| -84% | -$95.1M | 0.01% | 1102 |
|
|
2019
Q4 | $115M | Buy |
3,553,800
+1,847,600
| +108% | +$58.7M | 0.04% | 407 |
|
|
2019
Q3 | $55.2M | Buy |
1,706,200
+985,200
| +137% | +$30.4M | 0.02% | 643 |
|
|
2019
Q2 | $21.5M | Sell |
721,000
-2,115,600
| -75% | -$62.1M | 0.01% | 1168 |
|
|
2019
Q1 | $82.5M | Buy |
2,836,600
+687,000
| +32% | +$19.1M | 0.03% | 438 |
|
|
2018
Q4 | $56.9M | Buy |
2,149,600
+120,000
| +6% | +$3.26M | 0.03% | 543 |
|
|
2018
Q3 | $53.4M | Buy |
2,029,600
+700,000
| +53% | +$18.6M | 0.02% | 638 |
|
|
2018
Q2 | $34.5M | Sell |
1,329,600
-900,800
| -40% | -$22.7M | 0.02% | 853 |
|
|
2018
Q1 | $56.4M | Sell |
2,230,400
-553,800
| -20% | -$13.8M | 0.02% | 584 |
|
|
2017
Q4 | $73.3M | Sell |
2,784,200
-176,200
| -6% | -$4.83M | 0.03% | 517 |
|
|
2017
Q3 | $78.5M | Buy |
2,960,400
+1,276,200
| +76% | +$34.3M | 0.04% | 441 |
|
|
2017
Q2 | $43.8M | Buy |
1,684,200
+1,383,600
| +460% | +$36.3M | 0.02% | 621 |
|
|
2017
Q1 | $7.71M | Sell |
300,600
-699,400
| -70% | -$17.5M | ﹤0.01% | 1710 |
|
|
2016
Q4 | $24.3M | Sell |
1,000,000
-3,517,600
| -78% | -$84M | 0.01% | 914 |
|
|
2016
Q3 | $111M | Buy |
4,517,600
+2,757,200
| +157% | +$70M | 0.07% | 296 |
|
|
2016
Q2 | $46.2M | Sell |
1,760,400
-24,400
| -1% | -$601K | 0.03% | 531 |
|
|
2016
Q1 | $44.3M | Buy |
1,784,800
+1,334,800
| +297% | +$30.8M | 0.03% | 510 |
|
|
2015
Q4 | $9.74M | Hold |
450,000
| – | – | 0.01% | 1422 |
|
|
2015
Q3 | $9.74M | Sell |
450,000
-33,400
| -7% | -$719K | 0.01% | 1389 |
|
|
2015
Q2 | $10M | Sell |
483,400
-4,712,600
| -91% | -$103M | 0.01% | 1473 |
|
|
2015
Q1 | $115M | Buy |
5,196,000
+4,607,200
| +782% | +$106M | 0.08% | 265 |
|
|
2014
Q4 | $13.9M | Buy |
+588,800
| New | +$13.3M | 0.01% | 1245 |
|
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.