Prosperity Capital Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Prosperity Capital Advisors’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 Q3	–	Sell	-9,546	Closed	-$507K	–	449
2026 Q2	$507K	Sell	9,546 -37,664	-80%	-$2.15M	0.03%	269
2026 Q1	$2.89M	Buy	47,210 +31,085	+193%	+$1.67M	0.16%	97
2025 Q4	$721K	Sell	16,125 -46,649	-74%	-$2.08M	0.04%	202
2025 Q3	$2.8M	Buy	62,774 +10,722	+21%	+$469K	0.16%	103
2025 Q2	$2.21M	Buy	+52,052	New	+$2.17M	0.14%	118
2024 Q4	–	Sell	-20,224	Closed	-$888K	–	369
2024 Q3	$888K	Sell	20,224 -26,670	-57%	-$1.19M	0.08%	170
2024 Q2	$2.14M	Buy	46,894 +9,518	+25%	+$443K	0.24%	77
2024 Q1	$1.76M	Buy	37,376 +6,320	+20%	+$271K	0.21%	86
2023 Q4	$1.3M	Buy	31,056 +12,604	+68%	+$539K	0.14%	82
2023 Q3	$834K	Sell	18,452 -3,912	-17%	-$171K	0.11%	101
2023 Q2	$908K	Buy	22,364 +4,260	+24%	+$174K	0.13%	95
2023 Q1	$750K	Sell	18,104 -42,140	-70%	-$1.8M	0.12%	92
2022 Q4	$2.63M	Buy	+60,244	New	+$2.62M	0.81%	19

Other funds holding XLE

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Prosperity Capital Advisors's XLE Position: Q3 2026 in Review

Prosperity Capital Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026, closing a stake of 9,546 shares — an estimated $507K sold.

Prosperity Capital Advisors first reported a position in XLE in Q4 2022 and held it in 13 quarters. The position peaked at $2.89M in Q1 2026. 821 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Prosperity Capital Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
Prosperity Capital Advisors sold 9,546 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $507K.
Prosperity Capital Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 13 quarters.
Prosperity Capital Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2.89M in Q1 2026.
821 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.