Prosperity Consulting Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$48.2M	Sell	253,075 -8,320	-3%	-$1.42M	1.82%	9
2026 Q1	$34.7M	Buy	261,395 +7,683	+3%	+$1.08M	1.55%	14
2025 Q4	$36.5M	Sell	253,712 -4,406	-2%	-$636K	1.64%	12
2025 Q3	$36.4M	Sell	258,118 -10,262	-4%	-$1.36M	1.79%	11
2025 Q2	$34M	Sell	268,380 -4,260	-2%	-$473K	2.48%	5
2025 Q1	$28.1M	Buy	272,640 +1,986	+0.7%	+$225K	2.18%	6
2024 Q4	$31.5M	Buy	270,654 +42,232	+18%	+$4.91M	2.37%	5
2024 Q3	$25.8M	Buy	228,422 +213,372	+1,418%	+$23.4M	2.01%	7
2024 Q2	$1.7M	Sell	15,050 -1,592	-10%	-$168K	0.23%	106
2024 Q1	$1.73M	Buy	16,642 +3,940	+31%	+$398K	0.22%	112
2023 Q4	$1.22M	Sell	12,702 -150	-1%	-$13.4K	0.41%	55
2023 Q3	$1.05M	Buy	+12,852	New	+$1.1M	0.48%	54

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

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

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

Prosperity Consulting Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.2% in Q2 2026, selling an estimated $1.42M and leaving 253,075 shares worth $48.2M. The position accounts for 1.82% of the portfolio, ranked #9.

Prosperity Consulting Group first reported a position in XLK in Q3 2023 and has held it in 12 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Prosperity Consulting Group held 253,075 shares of State Street Technology Select Sector SPDR ETF worth $48.2M as of Q2 2026.
Prosperity Consulting Group sold 8,320 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.42M.
State Street Technology Select Sector SPDR ETF made up 1.82% of Prosperity Consulting Group's portfolio in Q2 2026, its #9 holding.
Prosperity Consulting Group first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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