Prospera Financial Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Prospera Financial Services’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.98M	Buy	31,350 +2,722	+10%	+$465K	0.09%	246
2026 Q1	$3.81M	Buy	28,628 +1,740	+6%	+$245K	0.06%	327
2025 Q4	$3.87M	Sell	26,888 -998	-4%	-$144K	0.06%	308
2025 Q3	$3.93M	Buy	27,886 +5,572	+25%	+$738K	0.07%	302
2025 Q2	$2.83M	Buy	22,314 +560	+3%	+$62.1K	0.05%	364
2025 Q1	$2.25M	Sell	21,754 -20,610	-49%	-$2.34M	0.05%	365
2024 Q4	$4.93M	Sell	42,364 -936	-2%	-$109K	0.11%	199
2024 Q3	$4.89M	Buy	43,300 +24,238	+127%	+$2.66M	0.12%	181
2024 Q2	$2.16M	Sell	19,062 -7,338	-28%	-$773K	0.06%	320
2024 Q1	$2.75M	Sell	26,400 -14,938	-36%	-$1.51M	0.08%	275
2023 Q4	$3.98M	Buy	41,338 +18,466	+81%	+$1.64M	0.13%	175
2023 Q3	$1.88M	Buy	22,872 +1,058	+5%	+$90.7K	0.07%	279
2023 Q2	$1.9M	Buy	21,814 +1,576	+8%	+$124K	0.07%	274
2023 Q1	$1.53M	Buy	20,238 +2,330	+13%	+$160K	0.06%	312
2022 Q4	$1.11M	Buy	17,908 +1,482	+9%	+$94.1K	0.06%	336
2022 Q3	$976K	Buy	16,426 +452	+3%	+$30.8K	0.05%	371
2022 Q2	$1.02M	Sell	15,974 -2,006	-11%	-$140K	0.05%	371
2022 Q1	$1.43M	Sell	17,980 -7,974	-31%	-$626K	0.06%	343
2021 Q4	$2.26M	Sell	25,954 -906	-3%	-$74.6K	0.1%	246
2021 Q3	$2.01M	Buy	26,860 +2,244	+9%	+$173K	0.1%	240
2021 Q2	$1.82M	Sell	24,616 -7,376	-23%	-$517K	0.09%	263
2021 Q1	$2.12M	Sell	31,992 -18,198	-36%	-$1.2M	0.13%	205
2020 Q4	$3.26M	Buy	50,190 +24,398	+95%	+$1.49M	0.22%	101
2020 Q3	$1.5M	Sell	25,792 -27,872	-52%	-$1.57M	0.58%	40
2020 Q2	$2.8M	Sell	53,664 -7,898	-13%	-$372K	0.25%	99
2020 Q1	$2.47M	Sell	61,562 -26,252	-30%	-$1.2M	0.26%	88
2019 Q4	$4.03M	Sell	87,814 -1,504	-2%	-$64.4K	0.31%	65
2019 Q3	$3.6M	Buy	89,318 +9,814	+12%	+$393K	0.37%	48
2019 Q2	$3.16M	Sell	79,504 -41,128	-34%	-$1.57M	0.35%	47
2019 Q1	$4.6M	Buy	120,632 +105,124	+678%	+$3.6M	1.51%	5
2018 Q4	$480K	Sell	15,508 -37,748	-71%	-$1.28M	0.1%	203
2018 Q3	$1.93M	Sell	53,256 -81,256	-60%	-$2.98M	0.36%	54
2018 Q2	$4.72M	Buy	134,512 +42,812	+47%	+$1.47M	0.64%	20
2018 Q1	$3M	Buy	91,700 +25,702	+39%	+$863K	0.42%	45
2017 Q4	$2.16M	Sell	65,998 -11,312	-15%	-$355K	0.33%	63
2017 Q3	$2.29M	Sell	77,310 -42,298	-35%	-$1.22M	0.35%	60
2017 Q2	$3.26M	Sell	119,608 -6,370	-5%	-$175K	0.52%	30
2017 Q1	$3.35M	Sell	125,978 -63,628	-34%	-$1.64M	0.6%	27
2016 Q4	$4.64M	Buy	189,606 +79,602	+72%	+$1.9M	0.91%	17
2016 Q3	$2.63M	Sell	110,004 -37,094	-25%	-$862K	0.53%	31
2016 Q2	$3.19M	Buy	147,098 +135,202	+1,137%	+$2.93M	0.66%	25
2016 Q1	$264K	Sell	11,896 -289,324	-96%	-$5.98M	0.06%	237
2015 Q4	$6.45M	Buy	301,220 +289,906	+2,562%	+$6.24M	1.41%	12
2015 Q3	$223K	Sell	11,314 -155,198	-93%	-$3.2M	0.06%	238
2015 Q2	$3.45M	Buy	166,512 +129,804	+354%	+$2.77M	0.82%	20
2015 Q1	$761K	Sell	36,708 -7,374	-17%	-$154K	0.17%	85
2014 Q4	$911K	Buy	44,082 +3,348	+8%	+$67.9K	0.23%	71
2014 Q3	$813K	Buy	40,734 +2,342	+6%	+$46.4K	0.22%	69
2014 Q2	$736K	Buy	38,392 +6,724	+21%	+$124K	0.2%	82
2014 Q1	$576K	Buy	31,668 +17,744	+127%	+$317K	0.18%	78
2013 Q4	$249K	Sell	13,924 -1,764	-11%	-$29.9K	0.08%	194
2013 Q3	$254K	Sell	15,688 -2,840	-15%	-$45.3K	0.1%	179
2013 Q2	$285K	Buy	+18,528	New	+$287K	0.13%	160

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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

Prospera Financial Services increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 9.5% in Q2 2026, buying an estimated $465K and bringing the position to 31,350 shares worth $5.98M. The position accounts for 0.09% of the portfolio, ranked #246.

Prospera Financial Services first reported a position in XLK in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.45M in Q4 2015. 587 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Prospera Financial Services held 31,350 shares of State Street Technology Select Sector SPDR ETF worth $5.98M as of Q2 2026.
Prospera Financial Services bought 2,722 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $465K.
State Street Technology Select Sector SPDR ETF made up 0.09% of Prospera Financial Services's portfolio in Q2 2026, its #246 holding.
Prospera Financial Services first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
Prospera Financial Services's State Street Technology Select Sector SPDR ETF position peaked at $6.45M in Q4 2015.
587 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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