PFS
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Prospera Financial Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Prospera Financial Services’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.17M Buy
172,618
+18,226
+12% +$1.04M 0.13% 168
2026
Q1 		$9.46M Buy
154,392
+78,643
+104% +$4.22M 0.15% 152
2025
Q4 		$3.39M Buy
75,749
+4,261
+6% +$190K 0.06% 341
2025
Q3 		$3.2M Sell
71,488
-16,646
-19% -$729K 0.05% 355
2025
Q2 		$3.74M Sell
88,134
-25,790
-23% -$1.07M 0.07% 295
2025
Q1 		$5.33M Buy
113,924
+8,904
+8% +$401K 0.12% 190
2024
Q4 		$4.5M Buy
105,020
+858
+0.8% +$39K 0.1% 212
2024
Q3 		$4.58M Buy
104,162
+908
+0.9% +$40.6K 0.12% 192
2024
Q2 		$4.71M Sell
103,254
-1,446
-1% -$67.4K 0.13% 174
2024
Q1 		$4.94M Sell
104,700
-75,266
-42% -$3.23M 0.15% 149
2023
Q4 		$7.54M Sell
179,966
-29,082
-14% -$1.24M 0.25% 89
2023
Q3 		$9.45M Buy
209,048
+56,830
+37% +$2.49M 0.37% 53
2023
Q2 		$6.18M Sell
152,218
-2,322
-2% -$94.6K 0.24% 97
2023
Q1 		$6.4M Sell
154,540
-242
-0.2% -$10.3K 0.26% 95
2022
Q4 		$6.77M Buy
154,782
+7,454
+5% +$324K 0.34% 72
2022
Q3 		$5.31M Sell
147,328
-1,298
-0.9% -$49.1K 0.28% 82
2022
Q2 		$5.32M Buy
148,626
+78,292
+111% +$3.14M 0.27% 78
2022
Q1 		$2.69M Sell
70,334
-4,168
-6% -$144K 0.11% 221
2021
Q4 		$2.07M Buy
74,502
+16,606
+29% +$469K 0.09% 257
2021
Q3 		$1.51M Sell
57,896
-50,698
-47% -$1.26M 0.08% 296
2021
Q2 		$2.93M Buy
108,594
+69,744
+180% +$1.81M 0.15% 178
2021
Q1 		$954K Sell
38,850
-34,254
-47% -$790K 0.06% 351
2020
Q4 		$1.39M Sell
73,104
-5,428
-7% -$93.5K 0.1% 234
2020
Q3 		$1.18M Sell
78,532
-29,024
-27% -$515K 0.45% 51
2020
Q2 		$2.04M Buy
+107,556
New +$2M 0.18% 153
2019
Q4 		– Sell
-10,524
Closed -$311K – 630
2019
Q3 		$311K Sell
10,524
-3,566
-25% -$108K 0.03% 421
2019
Q2 		$447K Sell
14,090
-3,672
-21% -$118K 0.05% 306
2019
Q1 		$601K Buy
17,762
+2,590
+17% +$83.2K 0.2% 143
2018
Q4 		$440K Sell
15,172
-44,382
-75% -$1.48M 0.09% 218
2018
Q3 		$2.28M Sell
59,554
-78,014
-57% -$2.93M 0.42% 42
2018
Q2 		$5.18M Buy
137,568
+122,652
+822% +$4.56M 0.7% 19
2018
Q1 		$503K Sell
14,916
-7,942
-35% -$281K 0.07% 238
2017
Q4 		$845K Buy
22,858
+12,942
+131% +$445K 0.13% 148
2017
Q3 		$339K Sell
9,916
-2,246
-18% -$73.1K 0.05% 297
2017
Q2 		$393K Sell
12,162
-86,220
-88% -$2.9M 0.06% 258
2017
Q1 		$3.44M Sell
98,382
-22,004
-18% -$795K 0.62% 23
2016
Q4 		$4.56M Buy
120,386
+42,894
+55% +$1.55M 0.89% 19
2016
Q3 		$2.74M Sell
77,492
-18,118
-19% -$621K 0.55% 27
2016
Q2 		$3.26M Buy
95,610
+86,582
+959% +$2.86M 0.67% 24
2016
Q1 		$279K Buy
9,028
+2,408
+36% +$69.9K 0.06% 226
2015
Q4 		$200K Buy
+6,620
New +$218K 0.04% 269
2015
Q3 		– Sell
-5,492
Closed -$206K – 333
2015
Q2 		$206K Buy
+5,492
New +$218K 0.05% 272
2014
Q4 		– Sell
-13,130
Closed -$595K – 323
2014
Q3 		$595K Buy
13,130
+134
+1% +$6.49K 0.16% 102
2014
Q2 		$650K Buy
12,996
+4,192
+48% +$198K 0.18% 95
2014
Q1 		$392K Buy
8,804
+3,706
+73% +$160K 0.12% 128
2013
Q4 		$226K Sell
5,098
-9,762
-66% -$420K 0.08% 210
2013
Q3 		$620K Buy
14,860
+3,624
+32% +$149K 0.24% 89
2013
Q2 		$443K Buy
+11,236
New +$445K 0.21% 111

Other funds holding XLE

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Prospera Financial Services's XLE Position: Q2 2026 in Review

Prospera Financial Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 12% in Q2 2026, buying an estimated $1.04M and bringing the position to 172,618 shares worth $9.17M. The position accounts for 0.13% of the portfolio, ranked #168.

Prospera Financial Services first reported a position in XLE in Q2 2013 and has held it in 48 quarters since. The position peaked at $9.46M in Q1 2026. 386 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Prospera Financial Services held 172,618 shares of State Street Energy Select Sector SPDR ETF worth $9.17M as of Q2 2026.
  • Prospera Financial Services bought 18,226 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.04M.
  • State Street Energy Select Sector SPDR ETF made up 0.13% of Prospera Financial Services's portfolio in Q2 2026, its #168 holding.
  • Prospera Financial Services first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 48 quarters since.
  • Prospera Financial Services's State Street Energy Select Sector SPDR ETF position peaked at $9.46M in Q1 2026.
  • 386 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.