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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Prosperity Consulting Group's XLC Position: Q1 2026 in Review

Prosperity Consulting Group reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 3.5% in Q1 2026, selling an estimated $513K and leaving 121,596 shares worth $13.5M. The position accounts for 0.6% of the portfolio, ranked #28.

Prosperity Consulting Group first reported a position in XLC in Q3 2024 and has held it in 7 quarters since. The position peaked at $15.4M in Q3 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

  • Prosperity Consulting Group held 121,596 shares of State Street Communication Services Select Sector SPDR ETF worth $13.5M as of Q1 2026.
  • Prosperity Consulting Group sold 4,434 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $513K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.6% of Prosperity Consulting Group's portfolio in Q1 2026, its #28 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 7 quarters since.
  • Prosperity Consulting Group's State Street Communication Services Select Sector SPDR ETF position peaked at $15.4M in Q3 2025.
  • 1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.