Prospera Financial Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.22M	Buy	159,291 +4,038	+3%	+$183K	0.1%	204
2026 Q1	$7.13M	Buy	155,253 +7,263	+5%	+$326K	0.11%	190
2025 Q4	$6.32M	Buy	147,990 +23,962	+19%	+$1.06M	0.1%	200
2025 Q3	$5.41M	Buy	124,028 +11,496	+10%	+$486K	0.09%	237
2025 Q2	$4.59M	Sell	112,532 -24,310	-18%	-$969K	0.09%	240
2025 Q1	$5.4M	Sell	136,842 -105,826	-44%	-$4.13M	0.12%	188
2024 Q4	$9.18M	Buy	242,668 +109,544	+82%	+$4.35M	0.21%	107
2024 Q3	$5.38M	Buy	133,124 +43,706	+49%	+$1.62M	0.14%	164
2024 Q2	$3.05M	Sell	89,418 -1,712	-2%	-$58.8K	0.08%	254
2024 Q1	$2.99M	Buy	91,130 +65,356	+254%	+$2.04M	0.09%	255
2023 Q4	$816K	Buy	25,774 +2,332	+10%	+$71.3K	0.03%	519
2023 Q3	$691K	Buy	23,442 +1,076	+5%	+$34.7K	0.03%	526
2023 Q2	$732K	Sell	22,366 -2,380	-10%	-$80.1K	0.03%	502
2023 Q1	$838K	Sell	24,746 -37,520	-60%	-$1.27M	0.03%	475
2022 Q4	$2.19M	Buy	62,266 +51,796	+495%	+$1.76M	0.11%	214
2022 Q3	$343K	Buy	10,470 +1,972	+23%	+$72.3K	0.02%	617
2022 Q2	$298K	Buy	8,498 +1,752	+26%	+$63.4K	0.02%	636
2022 Q1	$251K	Buy	6,746 +10	+0.1%	+$347	0.01%	804
2021 Q4	$240K	Buy	+6,736	New	+$227K	0.01%	778
2021 Q1	–	Sell	-47,052	Closed	-$1.47M	–	783
2020 Q4	$1.47M	Buy	47,052 +42,192	+868%	+$1.34M	0.1%	228
2020 Q3	$144K	Buy	+4,860	New	+$144K	0.06%	315
2020 Q2	–	Sell	-33,074	Closed	-$916K	–	607
2020 Q1	$916K	Sell	33,074 -70,816	-68%	-$2.26M	0.1%	208
2019 Q4	$3.36M	Sell	103,890 -1,582	-1%	-$50.2K	0.26%	85
2019 Q3	$3.41M	Buy	105,472 +8,014	+8%	+$247K	0.35%	52
2019 Q2	$2.95M	Sell	97,458 -46,314	-32%	-$1.36M	0.33%	53
2019 Q1	$4.15M	Buy	143,772 +69,714	+94%	+$1.94M	1.37%	9
2018 Q4	$1.96M	Buy	74,058 +36,810	+99%	+$1M	0.39%	51
2018 Q3	$983K	Buy	+37,248	New	+$990K	0.18%	130
2018 Q1	–	Sell	-77,136	Closed	-$1.98M	–	467
2017 Q4	$1.98M	Buy	77,136 +2,536	+3%	+$69.5K	0.3%	68
2017 Q3	$1.99M	Sell	74,600 -49,098	-40%	-$1.32M	0.3%	69
2017 Q2	$3.19M	Buy	123,698 +69,580	+129%	+$1.83M	0.51%	34
2017 Q1	$1.4M	Buy	+54,118	New	+$1.35M	0.25%	81
2016 Q4	–	Sell	-97,532	Closed	-$2.39M	–	425
2016 Q3	$2.39M	Sell	97,532 -27,262	-22%	-$692K	0.48%	35
2016 Q2	$3.27M	Sell	124,794 -100,200	-45%	-$2.47M	0.68%	22
2016 Q1	$5.58M	Buy	+224,994	New	+$5.19M	1.24%	14
2015 Q1	–	Sell	-45,970	Closed	-$1.08M	–	354
2014 Q4	$1.08M	Buy	+45,970	New	+$1.04M	0.27%	59

Other funds holding XLU

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

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

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

AIC

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

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

Prospera Financial Services increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.6% in Q2 2026, buying an estimated $183K and bringing the position to 159,291 shares worth $7.22M. The position accounts for 0.1% of the portfolio, ranked #204.

Prospera Financial Services first reported a position in XLU in Q4 2014 and has held it in 36 quarters since. The position peaked at $9.18M in Q4 2024. 315 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Prospera Financial Services held 159,291 shares of State Street Utilities Select Sector SPDR ETF worth $7.22M as of Q2 2026.
Prospera Financial Services bought 4,038 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $183K.
State Street Utilities Select Sector SPDR ETF made up 0.1% of Prospera Financial Services's portfolio in Q2 2026, its #204 holding.
Prospera Financial Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2014 and has held it in 36 quarters since.
Prospera Financial Services's State Street Utilities Select Sector SPDR ETF position peaked at $9.18M in Q4 2024.
315 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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