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	$65.2M	Sell	598,500 -920,500	-61%	-$108M	0.01%	1374
2025 Q4	$181M	Sell	1,519,000 -232,600	-13%	-$27.6M	0.03%	626
2025 Q3	$210M	Sell	1,751,600 -1,478,400	-46%	-$169M	0.03%	554
2025 Q2	$351M	Buy	3,230,000 +429,800	+15%	+$44M	0.06%	309
2025 Q1	$276M	Buy	2,800,200 +1,839,000	+191%	+$199M	0.05%	377
2024 Q4	$108M	Buy	961,200 +750,200	+356%	+$80.2M	0.02%	879
2024 Q3	$21.1M	Sell	211,000 -845,000	-80%	-$79M	﹤0.01%	1778
2024 Q2	$96.3M	Buy	1,056,000 +406,000	+62%	+$36.1M	0.02%	669
2024 Q1	$59.8M	Buy	650,000 +136,400	+27%	+$12.1M	0.01%	926
2023 Q4	$45.9M	Sell	513,600 -128,400	-20%	-$10.6M	0.01%	1020
2023 Q3	$51.7M	Sell	642,000 -2,827,800	-81%	-$239M	0.02%	835
2023 Q2	$295M	Buy	3,469,800 +1,260,200	+57%	+$96.5M	0.1%	209
2023 Q1	$165M	Sell	2,209,600 -703,000	-24%	-$50.4M	0.06%	317
2022 Q4	$188M	Sell	2,912,600 -4,140,000	-59%	-$289M	0.07%	293
2022 Q3	$502M	Buy	7,052,600 +5,800,600	+463%	+$454M	0.22%	96
2022 Q2	$86.1M	Sell	1,252,000 -740,000	-37%	-$58.3M	0.04%	502
2022 Q1	$184M	Buy	1,992,000 +950,000	+91%	+$87M	0.06%	321
2021 Q4	$107M	Sell	1,042,000 -648,000	-38%	-$64.5M	0.03%	568
2021 Q3	$152M	Buy	1,690,000 +860,000	+104%	+$78.1M	0.05%	380
2021 Q2	$74.1M	Buy	830,000 +134,000	+19%	+$11.7M	0.02%	638
2021 Q1	$58.5M	Sell	696,000 -2,131,000	-75%	-$177M	0.02%	755
2020 Q4	$227M	Buy	2,827,000 +2,127,000	+304%	+$164M	0.08%	257
2020 Q3	$51.4M	Sell	700,000 -915,800	-57%	-$64.8M	0.02%	641
2020 Q2	$103M	Buy	1,615,800 +1,105,800	+217%	+$65.2M	0.04%	360
2020 Q1	$25M	Sell	510,000 -260,000	-34%	-$15.4M	0.01%	869
2019 Q4	$48.3M	Buy	770,000 +260,000	+51%	+$15.8M	0.02%	800
2019 Q3	$30.8M	Buy	510,000 +450,000	+750%	+$27.1M	0.01%	960
2019 Q2	$3.58M	Sell	60,000 -70,000	-54%	-$4.1M	﹤0.01%	2609
2019 Q1	$7.4M	Sell	130,000 -252,200	-66%	-$13.7M	﹤0.01%	1903
2018 Q4	$18.9M	Hold	382,200	–	–	0.01%	1124
2018 Q3	$22.4M	Buy	382,200 +90,000	+31%	+$5.13M	0.01%	1132
2018 Q2	$16M	Sell	292,200 -1,700,000	-85%	-$89.8M	0.01%	1340
2018 Q1	$101M	Buy	1,992,200 +792,200	+66%	+$41.3M	0.04%	382
2017 Q4	$59.2M	Sell	1,200,000 -11,400	-0.9%	-$536K	0.02%	605
2017 Q3	$54.6M	Buy	1,211,400 +1,031,400	+573%	+$46.4M	0.03%	560
2017 Q2	$8.07M	Hold	180,000	–	–	﹤0.01%	1722
2017 Q1	$7.92M	Sell	180,000 -619,400	-77%	-$26.5M	﹤0.01%	1692
2016 Q4	$32.5M	Sell	799,400 -4,201,600	-84%	-$170M	0.02%	736
2016 Q3	$200M	Buy	5,001,000 +4,904,400	+5,077%	+$198M	0.12%	193
2016 Q2	$3.77M	Buy	96,600 +67,800	+235%	+$2.67M	﹤0.01%	2220
2016 Q1	$1.14M	Sell	28,800 -573,200	-95%	-$21.4M	﹤0.01%	3144
2015 Q4	$23.5M	Buy	602,000 +442,200	+277%	+$17.5M	0.02%	857
2015 Q3	$5.93M	Sell	159,800 -1,318,000	-89%	-$50.6M	﹤0.01%	1771
2015 Q2	$56.5M	Buy	1,477,800 +1,376,000	+1,352%	+$52.6M	0.04%	478
2015 Q1	$3.83M	Buy	101,800 +100,000	+5,556%	+$3.68M	﹤0.01%	2307
2014 Q4	$65K	Buy	+1,800	New	+$61.7K	﹤0.01%	6171

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.