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	$26.7M	Sell	245,300 -130,100	-35%	-$15.2M	﹤0.01%	2281
2025 Q4	$44.8M	Buy	375,400 +305,400	+436%	+$36.2M	0.01%	1726
2025 Q3	$8.39M	Sell	70,000 -2,753,008	-98%	-$315M	﹤0.01%	3495
2025 Q2	$307M	Buy	2,823,008 +2,069,808	+275%	+$212M	0.05%	359
2025 Q1	$74.4M	Buy	753,200 +217,000	+40%	+$23.5M	0.01%	1128
2024 Q4	$60.1M	Buy	536,200 +520,200	+3,251%	+$55.6M	0.01%	1302
2024 Q3	$1.6M	Sell	16,000 -150,000	-90%	-$14M	﹤0.01%	4216
2024 Q2	$15.1M	Sell	166,000 -874,000	-84%	-$77.6M	﹤0.01%	1903
2024 Q1	$95.6M	Sell	1,040,000 -178,000	-15%	-$15.9M	0.02%	669
2023 Q4	$109M	Hold	1,218,000	–	–	0.03%	536
2023 Q3	$98M	Sell	1,218,000 -1,714,200	-58%	-$145M	0.03%	511
2023 Q2	$249M	Buy	2,932,200 +361,200	+14%	+$27.7M	0.08%	246
2023 Q1	$192M	Buy	2,571,000 +2,346,000	+1,043%	+$168M	0.07%	268
2022 Q4	$14.5M	Buy	225,000 +165,000	+275%	+$11.5M	0.01%	1648
2022 Q3	$4.27M	Sell	60,000 -800,000	-93%	-$62.6M	﹤0.01%	2498
2022 Q2	$59.1M	Buy	+860,000	New	+$67.8M	0.02%	645
2022 Q1	–	Sell	-1,630,400	Closed	-$167M	–	10983
2021 Q4	$167M	Buy	1,630,400 +1,490,400	+1,065%	+$148M	0.05%	403
2021 Q3	$12.6M	Buy	140,000 +3,000	+2%	+$273K	﹤0.01%	1865
2021 Q2	$12.2M	Sell	137,000 -199,000	-59%	-$17.3M	﹤0.01%	1863
2021 Q1	$28.2M	Buy	336,000 +300,000	+833%	+$25M	0.01%	1203
2020 Q4	$2.89M	Sell	36,000 -64,000	-64%	-$4.93M	﹤0.01%	3020
2020 Q3	$7.35M	Sell	100,000 -300,000	-75%	-$21.2M	﹤0.01%	1867
2020 Q2	$25.5M	Buy	400,000 +320,000	+400%	+$18.9M	0.01%	951
2020 Q1	$3.92M	Sell	80,000 -1,531,600	-95%	-$90.4M	﹤0.01%	2135
2019 Q4	$101M	Buy	1,611,600 +1,211,600	+303%	+$73.7M	0.04%	448
2019 Q3	$24.1M	Buy	+400,000	New	+$24.1M	0.01%	1117
2019 Q2	–	Sell	-130,000	Closed	-$7.4M	–	8200
2019 Q1	$7.4M	Hold	130,000	–	–	﹤0.01%	1902
2018 Q4	$6.44M	Sell	130,000 -2,400	-2%	-$127K	﹤0.01%	1941
2018 Q3	$7.76M	Buy	132,400 +92,400	+231%	+$5.26M	﹤0.01%	1984
2018 Q2	$2.19M	Hold	40,000	–	–	﹤0.01%	3080
2018 Q1	$2.03M	Sell	40,000 -712,200	-95%	-$37.1M	﹤0.01%	3133
2017 Q4	$37.1M	Buy	752,200 +32,200	+4%	+$1.52M	0.02%	816
2017 Q3	$32.4M	Buy	720,000 +220,000	+44%	+$9.89M	0.02%	833
2017 Q2	$22.4M	Buy	+500,000	New	+$22.4M	0.01%	986
2017 Q1	–	Sell	-321,600	Closed	-$13.1M	–	8028
2016 Q4	$13.1M	Buy	321,600 +159,800	+99%	+$6.45M	0.01%	1302
2016 Q3	$6.47M	Sell	161,800 -45,200	-22%	-$1.82M	﹤0.01%	1795
2016 Q2	$8.08M	Buy	+207,000	New	+$8.14M	0.01%	1549
2016 Q1	–	Sell	-29,200	Closed	-$1.14M	–	8260
2015 Q4	$1.14M	Buy	29,200 +20,600	+240%	+$817K	﹤0.01%	3301
2015 Q3	$319K	Sell	8,600 -140,400	-94%	-$5.39M	﹤0.01%	4256
2015 Q2	$5.7M	Buy	149,000 +23,400	+19%	+$895K	﹤0.01%	1944
2015 Q1	$4.73M	Sell	125,600 -1,084,600	-90%	-$39.9M	﹤0.01%	2121
2014 Q4	$43.7M	Buy	+1,210,200	New	+$41.5M	0.03%	595

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.