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PFS
Prospera Financial Services’s
State Street Communication Services Select Sector SPDR ETF
XLC
Stock Holding History
Prospera Financial Services’s Portfolio
XLC Stock Details
XLC Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.21M
Sell
10,946
-30,064
-73%
-$3.48M
0.02%
645
2025
Q4
$4.83M
Sell
41,010
-19,449
-32%
-$2.24M
0.08%
251
2025
Q3
$7.16M
Buy
60,459
+22,201
+58%
+$2.47M
0.12%
181
2025
Q2
$4.15M
Buy
38,258
+5,515
+17%
+$543K
0.08%
268
2025
Q1
$3.16M
Buy
32,743
+10,403
+47%
+$1.04M
0.07%
275
2024
Q4
$2.16M
Buy
22,340
+1,165
+6%
+$111K
0.05%
351
2024
Q3
$1.91M
Sell
21,175
-10,492
-33%
-$905K
0.05%
347
2024
Q2
$2.71M
Buy
31,667
+20,015
+172%
+$1.65M
0.08%
279
2024
Q1
$952K
Buy
11,652
+744
+7%
+$57.9K
0.03%
504
2023
Q4
$793K
Sell
10,908
-16,606
-60%
-$1.14M
0.03%
525
2023
Q3
$1.8M
Buy
27,514
+23,783
+637%
+$1.59M
0.07%
285
2023
Q2
$243K
Buy
+3,731
New
+$227K
0.01%
887
2022
Q2
–
Sell
-2,034
Closed
-$140K
–
2639
2022
Q1
$140K
Buy
+2,034
New
+$143K
0.01%
998
2021
Q1
–
Sell
-21,264
Closed
-$1.43M
–
782
2020
Q4
$1.43M
Buy
21,264
+18,634
+709%
+$1.19M
0.1%
230
2020
Q3
$156K
Sell
2,630
-28,257
-91%
-$1.67M
0.06%
295
2020
Q2
$1.67M
Buy
+30,887
New
+$1.59M
0.15%
179
2020
Q1
–
Sell
-42,232
Closed
-$2.27M
–
633
2019
Q4
$2.27M
Sell
42,232
-678
-2%
-$34.9K
0.17%
141
2019
Q3
$2.13M
Sell
42,910
-9,657
-18%
-$483K
0.22%
100
2019
Q2
$2.65M
Buy
+52,567
New
+$2.56M
0.3%
63
Other funds holding XLC
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T 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
$501B AUM
22.01%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Janney Montgomery Scott
Philadelphia, Pennsylvania
$40.4B AUM
21.2%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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