Prosperity Consulting Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Prosperity Consulting Group’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.4M	Sell	115,426 -6,170	-5%	-$703K	0.47%	38
2026 Q1	$13.5M	Sell	121,596 -4,434	-4%	-$513K	0.6%	28
2025 Q4	$14.8M	Sell	126,030 -3,845	-3%	-$443K	0.67%	28
2025 Q3	$15.4M	Sell	129,875 -6,351	-5%	-$706K	0.76%	26
2025 Q2	$14.8M	Sell	136,226 -820	-0.6%	-$80.8K	1.08%	15
2025 Q1	$13.2M	Buy	137,046 +4,030	+3%	+$402K	1.02%	19
2024 Q4	$12.9M	Buy	133,016 +21,974	+20%	+$2.1M	0.97%	19
2024 Q3	$10M	Buy	+111,042	New	+$9.57M	0.78%	23

Other funds holding XLC

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Prosperity Consulting Group's XLC Position: Q2 2026 in Review

Prosperity Consulting Group reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 5.1% in Q2 2026, selling an estimated $703K and leaving 115,426 shares worth $12.4M. The position accounts for 0.47% of the portfolio, ranked #38.

Prosperity Consulting Group first reported a position in XLC in Q3 2024 and has held it in 8 quarters since. The position peaked at $15.4M in Q3 2025. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Prosperity Consulting Group held 115,426 shares of State Street Communication Services Select Sector SPDR ETF worth $12.4M as of Q2 2026.
Prosperity Consulting Group sold 6,170 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $703K.
State Street Communication Services Select Sector SPDR ETF made up 0.47% of Prosperity Consulting Group's portfolio in Q2 2026, its #38 holding.
Prosperity Consulting Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Prosperity Consulting Group's State Street Communication Services Select Sector SPDR ETF position peaked at $15.4M in Q3 2025.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.