Union Bancaire Privee’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Union Bancaire Privee’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$689K	Hold	12,858	–	–	0.01%	325
2026 Q1	$620K	Hold	12,858	–	–	0.01%	334
2025 Q4	$707K	Sell	12,858 -5,070	-28%	-$270K	0.01%	335
2025 Q3	$963K	Hold	17,928	–	–	0.01%	263
2025 Q2	$929K	Hold	17,928	–	–	0.01%	260
2025 Q1	$881K	Sell	17,928 -54,067	-75%	-$2.71M	0.02%	253
2024 Q4	$3.5M	Buy	+71,995	New	+$3.48M	0.06%	135

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Union Bancaire Privee's XLF Position: Q2 2026 in Review

Union Bancaire Privee held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 12,858 shares worth $689K. The position accounts for 0.01% of the portfolio, ranked #325.

Union Bancaire Privee first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.5M in Q4 2024. 920 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Union Bancaire Privee held 12,858 shares of State Street Financial Select Sector SPDR ETF worth $689K as of Q2 2026.
Union Bancaire Privee left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of Union Bancaire Privee's portfolio in Q2 2026, its #325 holding.
Union Bancaire Privee first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Union Bancaire Privee's State Street Financial Select Sector SPDR ETF position peaked at $3.5M in Q4 2024.
920 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.