Prospera Financial Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.75M	Sell	14,897 -8,397	-36%	-$980K	0.03%	553
2026 Q1	$2.54M	Buy	23,294 +544	+2%	+$63.6K	0.04%	433
2025 Q4	$2.72M	Buy	22,750 +260	+1%	+$30.8K	0.04%	406
2025 Q3	$2.7M	Sell	22,490 -66	-0.3%	-$7.55K	0.05%	406
2025 Q2	$2.45M	Buy	22,556 +9,360	+71%	+$957K	0.05%	411
2025 Q1	$1.3M	Buy	13,196 +298	+2%	+$32.3K	0.03%	491
2024 Q4	$1.45M	Buy	12,898 +536	+4%	+$57.3K	0.03%	444
2024 Q3	$1.24M	Buy	12,362 +3,504	+40%	+$328K	0.03%	456
2024 Q2	$808K	Sell	8,858 -3,920	-31%	-$348K	0.02%	563
2024 Q1	$1.18M	Sell	12,778 -29,154	-70%	-$2.6M	0.04%	458
2023 Q4	$3.75M	Buy	41,932 +26,298	+168%	+$2.18M	0.12%	188
2023 Q3	$1.26M	Buy	15,634 +8,060	+106%	+$681K	0.05%	376
2023 Q2	$643K	Buy	7,574 +1,060	+16%	+$81.2K	0.02%	536
2023 Q1	$487K	Sell	6,514 -118	-2%	-$8.46K	0.02%	619
2022 Q4	$428K	Sell	6,632 -3,360	-34%	-$234K	0.02%	577
2022 Q3	$711K	Buy	9,992 +6,398	+178%	+$501K	0.04%	447
2022 Q2	$247K	Sell	3,594 -26,670	-88%	-$2.1M	0.01%	681
2022 Q1	$2.8M	Buy	30,264 +74	+0.2%	+$6.78K	0.12%	217
2021 Q4	$3.09M	Sell	30,190 -1,232	-4%	-$123K	0.13%	184
2021 Q3	$2.82M	Sell	31,422 -78	-0.2%	-$7.08K	0.14%	181
2021 Q2	$2.81M	Buy	31,500 +1,304	+4%	+$114K	0.14%	186
2021 Q1	$2.54M	Sell	30,196 -16,632	-36%	-$1.38M	0.15%	171
2020 Q4	$3.76M	Buy	46,828 +20,010	+75%	+$1.54M	0.26%	85
2020 Q3	$1.97M	Sell	26,818 -9,052	-25%	-$641K	0.75%	25
2020 Q2	$2.29M	Buy	35,870 +23,172	+182%	+$1.37M	0.2%	125
2020 Q1	$623K	Sell	12,698 -53,638	-81%	-$3.17M	0.07%	267
2019 Q4	$4.16M	Sell	66,336 -10,266	-13%	-$625K	0.32%	62
2019 Q3	$4.62M	Buy	76,602 +14,238	+23%	+$858K	0.47%	27
2019 Q2	$3.78M	Buy	62,364 +35,530	+132%	+$2.08M	0.42%	37
2019 Q1	$1.58M	Buy	26,834 +11,114	+71%	+$603K	0.52%	56
2018 Q4	$785K	Sell	15,720 -20,500	-57%	-$1.08M	0.16%	139
2018 Q3	$2.02M	Sell	36,220 -73,198	-67%	-$4.17M	0.38%	51
2018 Q2	$5.99M	Buy	109,418 +1,022	+0.9%	+$54K	0.81%	17
2018 Q1	$5.5M	Buy	108,396 +46,600	+75%	+$2.43M	0.77%	15
2017 Q4	$3.12M	Sell	61,796 -4,972	-7%	-$234K	0.48%	35
2017 Q3	$3.04M	Sell	66,768 -39,492	-37%	-$1.78M	0.46%	37
2017 Q2	$4.71M	Buy	106,260 +12,724	+14%	+$570K	0.75%	17
2017 Q1	$4.08M	Sell	93,536 -22,584	-19%	-$967K	0.74%	16
2016 Q4	$4.8M	Buy	116,120 +17,166	+17%	+$693K	0.94%	15
2016 Q3	$3.96M	Buy	98,954 +5,086	+5%	+$205K	0.8%	17
2016 Q2	$3.66M	Buy	93,868 +79,774	+566%	+$3.14M	0.76%	20
2016 Q1	$557K	Sell	14,094 -169,888	-92%	-$6.33M	0.12%	132
2015 Q4	$7.19M	Buy	183,982 +163,090	+781%	+$6.47M	1.58%	11
2015 Q3	$776K	Sell	20,892 -169,554	-89%	-$6.51M	0.2%	80
2015 Q2	$7.28M	Sell	190,446 -332,002	-64%	-$12.7M	1.73%	5
2015 Q1	$19.7M	Sell	522,448 -82,642	-14%	-$3.04M	4.38%	3
2014 Q4	$21.8M	Buy	605,090 +83,084	+16%	+$2.85M	5.44%	3
2014 Q3	$17.4M	Buy	+522,006	New	+$17.6M	4.69%	7
2014 Q1	–	Sell	-366,536	Closed	-$12.2M	–	303
2013 Q4	$12.2M	Buy	366,536 +30,978	+9%	+$986K	4.12%	4
2013 Q3	$10.3M	Buy	335,558 +43,646	+15%	+$1.29M	3.89%	2
2013 Q2	$8.29M	Buy	+291,912	New	+$8.08M	3.84%	2

Other funds holding XLY

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

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

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

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ONB

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

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

Prospera Financial Services reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 36% in Q2 2026, selling an estimated $980K and leaving 14,897 shares worth $1.75M. The position accounts for 0.03% of the portfolio, ranked #553.

Prospera Financial Services first reported a position in XLY in Q2 2013 and has held it in 51 quarters since. The position peaked at $21.8M in Q4 2014. 235 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Prospera Financial Services held 14,897 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.75M as of Q2 2026.
Prospera Financial Services sold 8,397 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $980K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.03% of Prospera Financial Services's portfolio in Q2 2026, its #553 holding.
Prospera Financial Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 51 quarters since.
Prospera Financial Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $21.8M in Q4 2014.
235 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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