Prosperity Consulting Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.1M	Sell	207,081 -20,393	-9%	-$1.06M	0.42%	43
2026 Q1	$11.2M	Sell	227,474 -13,481	-6%	-$702K	0.5%	33
2025 Q4	$13.2M	Sell	240,955 -4,153	-2%	-$221K	0.59%	31
2025 Q3	$13.2M	Sell	245,108 -4,901	-2%	-$260K	0.65%	31
2025 Q2	$13.1M	Buy	250,009 +939	+0.4%	+$46.5K	0.96%	23
2025 Q1	$12.4M	Buy	249,070 +11,812	+5%	+$592K	0.96%	20
2024 Q4	$11.5M	Buy	237,258 +36,713	+18%	+$1.78M	0.86%	22
2024 Q3	$9.09M	Buy	200,545 +190,135	+1,826%	+$8.3M	0.71%	30
2024 Q2	$428K	Sell	10,410 -1,517	-13%	-$62.4K	0.06%	206
2024 Q1	$502K	Buy	11,927 +1	+0%	+$39	0.06%	206
2023 Q4	$448K	Buy	11,926 +3,000	+34%	+$104K	0.15%	118
2023 Q3	$296K	Buy	+8,926	New	+$308K	0.14%	112

Other funds holding XLF

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

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

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Prosperity Consulting Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 9% in Q2 2026, selling an estimated $1.06M and leaving 207,081 shares worth $11.1M. The position accounts for 0.42% of the portfolio, ranked #43.

Prosperity Consulting Group first reported a position in XLF in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.2M in Q3 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Prosperity Consulting Group held 207,081 shares of State Street Financial Select Sector SPDR ETF worth $11.1M as of Q2 2026.
Prosperity Consulting Group sold 20,393 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.06M.
State Street Financial Select Sector SPDR ETF made up 0.42% of Prosperity Consulting Group's portfolio in Q2 2026, its #43 holding.
Prosperity Consulting Group first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
Prosperity Consulting Group's State Street Financial Select Sector SPDR ETF position peaked at $13.2M in Q3 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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