UBS Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

UBS Group’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$510M	Buy	4,679,756 +1,676,860	+56%	+$196M	0.08%	265
2025 Q4	$359M	Sell	3,002,896 -1,199,492	-29%	-$142M	0.06%	332
2025 Q3	$504M	Buy	4,202,388 +1,172,676	+39%	+$134M	0.08%	233
2025 Q2	$329M	Sell	3,029,712 -1,254,516	-29%	-$128M	0.06%	336
2025 Q1	$423M	Buy	4,284,228 +711,486	+20%	+$77.2M	0.08%	253
2024 Q4	$401M	Buy	3,572,742 +54,256	+2%	+$5.8M	0.07%	252
2024 Q3	$352M	Buy	3,518,486 +18,620	+0.5%	+$1.74M	0.08%	244
2024 Q2	$319M	Sell	3,499,866 -316,120	-8%	-$28.1M	0.08%	245
2024 Q1	$351M	Buy	3,815,986 +13,652	+0.4%	+$1.22M	0.09%	226
2023 Q4	$340M	Buy	3,802,334 +80,008	+2%	+$6.63M	0.1%	196
2023 Q3	$300M	Buy	3,722,326 +240,296	+7%	+$20.3M	0.1%	195
2023 Q2	$296M	Buy	3,482,030 +13,490	+0.4%	+$1.03M	0.1%	207
2023 Q1	$259M	Sell	3,468,540 -1,508,696	-30%	-$108M	0.09%	207
2022 Q4	$321M	Buy	4,977,236 +600,356	+14%	+$41.9M	0.12%	187
2022 Q3	$312M	Buy	4,376,880 +879,412	+25%	+$68.8M	0.14%	155
2022 Q2	$240M	Sell	3,497,468 -681,890	-16%	-$53.7M	0.1%	219
2022 Q1	$387M	Sell	4,179,358 -214,476	-5%	-$19.6M	0.13%	159
2021 Q4	$449M	Buy	4,393,834 +106,744	+2%	+$10.6M	0.13%	164
2021 Q3	$385M	Sell	4,287,090 -1,157,432	-21%	-$105M	0.12%	168
2021 Q2	$486M	Buy	5,444,522 +57,004	+1%	+$4.96M	0.16%	128
2021 Q1	$453M	Buy	5,387,518 +93,526	+2%	+$7.78M	0.15%	139
2020 Q4	$426M	Sell	5,293,992 -635,252	-11%	-$49M	0.14%	154
2020 Q3	$436M	Buy	5,929,244 +1,957,990	+49%	+$139M	0.16%	133
2020 Q2	$254M	Sell	3,971,254 -3,788	-0.1%	-$223K	0.11%	201
2020 Q1	$195M	Sell	3,975,042 -2,107,850	-35%	-$124M	0.09%	217
2019 Q4	$381M	Buy	6,082,892 +1,337,140	+28%	+$81.3M	0.13%	168
2019 Q3	$286M	Buy	4,745,752 +412,618	+10%	+$24.9M	0.11%	179
2019 Q2	$258M	Buy	4,333,134 +253,832	+6%	+$14.9M	0.1%	200
2019 Q1	$232M	Buy	4,079,302 +69,132	+2%	+$3.75M	0.1%	205
2018 Q4	$199M	Sell	4,010,170 -159,790	-4%	-$8.45M	0.09%	223
2018 Q3	$244M	Buy	4,169,960 +284,480	+7%	+$16.2M	0.1%	213
2018 Q2	$212M	Sell	3,885,480 -3,222,300	-45%	-$170M	0.09%	226
2018 Q1	$360M	Buy	7,107,780 +878,158	+14%	+$45.8M	0.16%	150
2017 Q4	$307M	Sell	6,229,622 -366,518	-6%	-$17.2M	0.13%	178
2017 Q3	$297M	Sell	6,596,140 -1,215,186	-16%	-$54.7M	0.14%	169
2017 Q2	$350M	Buy	7,811,326 +2,283,662	+41%	+$102M	0.18%	138
2017 Q1	$243M	Sell	5,527,664 -276,602	-5%	-$11.8M	0.13%	178
2016 Q4	$236M	Sell	5,804,266 -1,124,738	-16%	-$45.4M	0.13%	179
2016 Q3	$277M	Buy	6,929,004 +1,000,356	+17%	+$40.3M	0.17%	149
2016 Q2	$231M	Sell	5,928,648 -1,591,626	-21%	-$62.6M	0.15%	158
2016 Q1	$297M	Buy	7,520,274 +150,126	+2%	+$5.59M	0.2%	120
2015 Q4	$288M	Sell	7,370,148 -1,370,290	-16%	-$54.4M	0.19%	117
2015 Q3	$325M	Buy	8,740,438 +1,915,984	+28%	+$73.6M	0.23%	87
2015 Q2	$261M	Buy	6,824,454 +1,261,202	+23%	+$48.3M	0.17%	132
2015 Q1	$210M	Buy	5,563,252 +1,808,586	+48%	+$66.5M	0.14%	163
2014 Q4	$135M	Buy	+3,754,666	New	+$129M	0.09%	224

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

UBS Group's XLY Position: Q1 2026 in Review

UBS Group increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 56% in Q1 2026, buying an estimated $196M and bringing the position to 4,679,756 shares worth $510M. The position accounts for 0.08% of the portfolio, ranked #265.

UBS Group first reported a position in XLY in Q4 2014 and has held it in 46 quarters since. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

UBS Group held 4,679,756 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $510M as of Q1 2026.
UBS Group bought 1,676,860 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $196M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.08% of UBS Group's portfolio in Q1 2026, its #265 holding.
UBS Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2014 and has held it in 46 quarters since.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.