Prosperity Consulting Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.67M	Sell	102,920 -514	-0.5%	-$23.3K	0.18%	97
2026 Q1	$4.75M	Sell	103,434 -2,083	-2%	-$93.5K	0.21%	83
2025 Q4	$4.5M	Buy	105,517 +6,447	+7%	+$286K	0.2%	86
2025 Q3	$4.32M	Buy	99,070 +12,332	+14%	+$522K	0.21%	88
2025 Q2	$3.54M	Buy	86,738 +4,960	+6%	+$198K	0.26%	90
2025 Q1	$3.22M	Buy	81,778 +12,248	+18%	+$479K	0.25%	96
2024 Q4	$2.63M	Buy	69,530 +12,774	+23%	+$507K	0.2%	117
2024 Q3	$2.29M	Buy	+56,756	New	+$2.11M	0.18%	132

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

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

Prosperity Consulting Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.5% in Q2 2026, selling an estimated $23.3K and leaving 102,920 shares worth $4.67M. The position accounts for 0.18% of the portfolio, ranked #97.

Prosperity Consulting Group first reported a position in XLU in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.75M in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Prosperity Consulting Group held 102,920 shares of State Street Utilities Select Sector SPDR ETF worth $4.67M as of Q2 2026.
Prosperity Consulting Group sold 514 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $23.3K.
State Street Utilities Select Sector SPDR ETF made up 0.18% of Prosperity Consulting Group's portfolio in Q2 2026, its #97 holding.
Prosperity Consulting Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Prosperity Consulting Group's State Street Utilities Select Sector SPDR ETF position peaked at $4.75M in Q1 2026.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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