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 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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

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

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

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PAS

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

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

Prosperity Capital Advisors's XLE Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 80% in Q2 2026, selling an estimated $2.15M and leaving 9,546 shares worth $507K. The position accounts for 0.03% of the portfolio, ranked #269.

Prosperity Capital Advisors first reported a position in XLE in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.89M in Q1 2026. 502 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Prosperity Capital Advisors held 9,546 shares of State Street Energy Select Sector SPDR ETF worth $507K as of Q2 2026.
Prosperity Capital Advisors sold 37,664 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $2.15M.
State Street Energy Select Sector SPDR ETF made up 0.03% of Prosperity Capital Advisors's portfolio in Q2 2026, its #269 holding.
Prosperity Capital Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 13 quarters since.
Prosperity Capital Advisors's State Street Energy Select Sector SPDR ETF position peaked at $2.89M in Q1 2026.
502 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.