Union Bancaire Privee’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Union Bancaire Privee’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 Q2	$3.11M	Sell	26,620 -10,660	-29%	-$1.24M	0.03%	207
2026 Q1	$3.94M	Buy	37,280 +37,020	+14,238%	+$4.33M	0.05%	168
2025 Q4	$26.6K	Hold	260	–	–	﹤0.01%	450
2025 Q3	$26.6K	Hold	260	–	–	﹤0.01%	435
2025 Q2	$24.2K	Hold	260	–	–	﹤0.01%	441
2025 Q1	$23.7K	Hold	260	–	–	﹤0.01%	460
2024 Q4	$28.3K	Buy	+260	New	+$27.8K	﹤0.01%	511

Other funds holding XLY

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Union Bancaire Privee reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 29% in Q2 2026, selling an estimated $1.24M and leaving 26,620 shares worth $3.11M. The position accounts for 0.03% of the portfolio, ranked #207.

Union Bancaire Privee first reported a position in XLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.94M in Q1 2026. 613 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Union Bancaire Privee held 26,620 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $3.11M as of Q2 2026.
Union Bancaire Privee sold 10,660 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $1.24M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of Union Bancaire Privee's portfolio in Q2 2026, its #207 holding.
Union Bancaire Privee first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Union Bancaire Privee's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.94M in Q1 2026.
613 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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