Prosperity Capital Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Prosperity Capital Advisors’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	$253K	Sell	2,158 -14,785	-87%	-$1.73M	0.01%	376
2026 Q1	$1.85M	Buy	16,943 +14,125	+501%	+$1.65M	0.11%	123
2025 Q4	$337K	Sell	2,818 -2,046	-42%	-$243K	0.02%	306
2025 Q3	$583K	Buy	+4,864	New	+$557K	0.03%	257
2025 Q2	–	Sell	-21,844	Closed	-$2.18M	–	400
2025 Q1	$2.18M	Sell	21,844 -3,660	-14%	-$397K	0.17%	96
2024 Q4	$2.86M	Buy	25,504 +5,582	+28%	+$597K	0.23%	75
2024 Q3	$2M	Buy	19,922 +3,572	+22%	+$334K	0.17%	101
2024 Q2	$1.49M	Buy	16,350 +1,338	+9%	+$119K	0.16%	93
2024 Q1	$1.38M	Buy	15,012 +326	+2%	+$29K	0.16%	102
2023 Q4	$1.31M	Buy	14,686 +1,618	+12%	+$134K	0.14%	81
2023 Q3	$1.05M	Buy	13,068 +3,124	+31%	+$264K	0.14%	88
2023 Q2	$844K	Buy	+9,944	New	+$761K	0.12%	103

Other funds holding XLY

FMI

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

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 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

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

Prosperity Capital Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 87% in Q2 2026, selling an estimated $1.73M and leaving 2,158 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #376.

Prosperity Capital Advisors first reported a position in XLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.86M in Q4 2024. 297 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Prosperity Capital Advisors held 2,158 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $253K as of Q2 2026.
Prosperity Capital Advisors sold 14,785 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $1.73M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Prosperity Capital Advisors's portfolio in Q2 2026, its #376 holding.
Prosperity Capital Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
Prosperity Capital Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.86M in Q4 2024.
297 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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