XLP — SELECT SECTOR SPDR TR

Ownership history in UBS Group AG · 118 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in SELECT SECTOR SPDR TR (XLP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

0.24% (2017 Q1)

Avg. % of fund

0.05%

First filed

2014 Q4

Last filed

2025 Q4

Quarters held

118

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	5,384,508	+5,381,508	+179383.6%	0.07%	$418.3M	$77.68
2025 Q4	REDUCED	3,000	-4,141,995	-99.9%	0.00%	$233K	$77.68
2025 Q3	ADDED	4,144,995	+3,444,995	+492.1%	0.05%	$324.8M	$77.75
2025 Q3	ADDED	700,000	+672,000	+2400.0%	0.01%	$54.9M	$77.75

% of Fund (quarterly) XLP price (monthly, adj. close)

Other funds also holding XLP

As of 2025 Q4 — sorted by position size

TLS Advisors LLC 3Y 19.09% Elliott Investment Management L.P. 3Y 6.88% STRATEGIC ADVISORY PARTNERS, LLC 6.52% LifePlan Financial, LLC 6.15% Biltmore Wealth Management, LLC 3Y 7Y 5.6% WestEnd Advisors, LLC 3Y 7Y 4.99% Perbak Capital Partners LLP 4.92% Conservest Capital Advisors, Inc. 3Y 7Y 4.39% FSC Wealth Advisors, LLC 3Y 4.15% Split Rock Private Trading & Wealth Management, LLC 3.77%

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