Prosperity Consulting Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$765K	Sell	14,409 -203	-1%	-$11.6K	0.03%	312
2026 Q1	$895K	Sell	14,612 -157	-1%	-$8.42K	0.04%	264
2025 Q4	$660K	Sell	14,769 -7,181	-33%	-$320K	0.03%	317
2025 Q3	$981K	Sell	21,950 -7,620	-26%	-$334K	0.05%	249
2025 Q2	$1.25M	Sell	29,570 -12,780	-30%	-$532K	0.09%	192
2025 Q1	$1.98M	Sell	42,350 -5,218	-11%	-$235K	0.15%	143
2024 Q4	$2.04M	Buy	47,568 +4,138	+10%	+$188K	0.15%	147
2024 Q3	$1.91M	Buy	+43,430	New	+$1.94M	0.15%	157
2024 Q2	–	Sell	-11,238	Closed	-$530K	–	339
2024 Q1	$530K	Buy	11,238 +5,982	+114%	+$257K	0.07%	198
2023 Q4	$220K	Buy	+5,256	New	+$225K	0.07%	192

Other funds holding XLE

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Prosperity Consulting Group reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.4% in Q2 2026, selling an estimated $11.6K and leaving 14,409 shares worth $765K. The position accounts for 0.03% of the portfolio, ranked #312.

Prosperity Consulting Group first reported a position in XLE in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.04M in Q4 2024. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Prosperity Consulting Group held 14,409 shares of State Street Energy Select Sector SPDR ETF worth $765K as of Q2 2026.
Prosperity Consulting Group sold 203 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $11.6K.
State Street Energy Select Sector SPDR ETF made up 0.03% of Prosperity Consulting Group's portfolio in Q2 2026, its #312 holding.
Prosperity Consulting Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Prosperity Consulting Group's State Street Energy Select Sector SPDR ETF position peaked at $2.04M in Q4 2024.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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