Prosperity Capital Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Prosperity Capital Advisors’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	$742K	Sell	16,375 -9,594	-37%	-$435K	0.04%	227
2026 Q1	$1.19M	Sell	25,969 -3,610	-12%	-$162K	0.07%	174
2025 Q4	$1.26M	Sell	29,579 -6,433	-18%	-$285K	0.08%	155
2025 Q3	$1.57M	Buy	36,012 +23,506	+188%	+$994K	0.09%	142
2025 Q2	$511K	Buy	12,506 +3,756	+43%	+$150K	0.03%	256
2025 Q1	$346K	Sell	8,750 -674	-7%	-$26.3K	0.03%	277
2024 Q4	$357K	Sell	9,424 -49,826	-84%	-$1.98M	0.03%	259
2024 Q3	$2.39M	Buy	59,250 +41,784	+239%	+$1.55M	0.2%	88
2024 Q2	$595K	Buy	+17,466	New	+$600K	0.07%	173

Other funds holding XLU

FMI

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

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

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

FFBTD

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

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

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

Prosperity Capital Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 37% in Q2 2026, selling an estimated $435K and leaving 16,375 shares worth $742K. The position accounts for 0.04% of the portfolio, ranked #227.

Prosperity Capital Advisors first reported a position in XLU in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.39M in Q3 2024. 368 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Prosperity Capital Advisors held 16,375 shares of State Street Utilities Select Sector SPDR ETF worth $742K as of Q2 2026.
Prosperity Capital Advisors sold 9,594 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $435K.
State Street Utilities Select Sector SPDR ETF made up 0.04% of Prosperity Capital Advisors's portfolio in Q2 2026, its #227 holding.
Prosperity Capital Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
Prosperity Capital Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $2.39M in Q3 2024.
368 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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