Prosperity Capital Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Prosperity Capital Advisors’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$650K	Sell	12,130 -1,130	-9%	-$58.7K	0.03%	247
2026 Q1	$655K	Buy	13,260 +7,581	+133%	+$395K	0.04%	234
2025 Q4	$311K	Sell	5,679 -20,876	-79%	-$1.11M	0.02%	319
2025 Q3	$1.43M	Buy	26,555 +20,518	+340%	+$1.09M	0.08%	150
2025 Q2	$316K	Sell	6,037 -32,124	-84%	-$1.59M	0.02%	314
2025 Q1	$1.9M	Buy	38,161 +13,436	+54%	+$674K	0.15%	105
2024 Q4	$1.19M	Buy	+24,725	New	+$1.2M	0.1%	143

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Prosperity Capital Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.5% in Q2 2026, selling an estimated $58.7K and leaving 12,130 shares worth $650K. The position accounts for 0.03% of the portfolio, ranked #247.

Prosperity Capital Advisors first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.9M in Q1 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Prosperity Capital Advisors held 12,130 shares of State Street Financial Select Sector SPDR ETF worth $650K as of Q2 2026.
Prosperity Capital Advisors sold 1,130 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $58.7K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Prosperity Capital Advisors's portfolio in Q2 2026, its #247 holding.
Prosperity Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Prosperity Capital Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.9M in Q1 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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