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 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 $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Prosperity Consulting Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.6% in Q1 2026, selling an estimated $702K and leaving 227,474 shares worth $11.2M. The position accounts for 0.5% of the portfolio, ranked #33.

Prosperity Consulting Group first reported a position in XLF in Q3 2023 and has held it in 11 quarters since. The position peaked at $13.2M in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Prosperity Consulting Group held 227,474 shares of State Street Financial Select Sector SPDR ETF worth $11.2M as of Q1 2026.
Prosperity Consulting Group sold 13,481 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $702K.
State Street Financial Select Sector SPDR ETF made up 0.5% of Prosperity Consulting Group's portfolio in Q1 2026, its #33 holding.
Prosperity Consulting Group first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2023 and has held it in 11 quarters since.
Prosperity Consulting Group's State Street Financial Select Sector SPDR ETF position peaked at $13.2M in Q3 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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