UBS Group’s State Street Utilities Select Sector SPDR Premium Income ETF XLUI Stock Holding History

UBS Group’s Portfolio XLUI Stock Details XLUI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-101	Closed	-$2.6K	–	11592
2025 Q3	$2.6K	Buy	+101	New	+$2.57K	﹤0.01%	9148

Other funds holding XLUI

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

POIA

Pin Oak Investment Advisors Houston, Texas $141M AUM 31.2% 1-Year Est. Return

UBS Group's XLUI Position: Q4 2025 in Review

UBS Group sold out of State Street Utilities Select Sector SPDR Premium Income ETF (XLUI) in Q4 2025, closing a stake of 101 shares — an estimated $2.6K sold.

UBS Group first reported a position in XLUI in Q3 2025 and held it in 1 quarter. The position peaked at $2.6K in Q3 2025. 4 funds tracked by Wall St. Rank hold XLUI as of Q4 2025.

UBS Group reported no remaining State Street Utilities Select Sector SPDR Premium Income ETF position as of Q4 2025 after selling out during the quarter.
UBS Group sold 101 State Street Utilities Select Sector SPDR Premium Income ETF shares in Q4 2025, an estimated $2.6K.
UBS Group first reported a position in State Street Utilities Select Sector SPDR Premium Income ETF in Q3 2025 and held it in 1 quarter.
UBS Group's State Street Utilities Select Sector SPDR Premium Income ETF position peaked at $2.6K in Q3 2025.
4 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR Premium Income ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.