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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Prosperity Consulting Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2% in Q1 2026, selling an estimated $93.5K and leaving 103,434 shares worth $4.75M. The position accounts for 0.21% of the portfolio, ranked #83.

Prosperity Consulting Group first reported a position in XLU in Q3 2024 and has held it in 7 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Prosperity Consulting Group held 103,434 shares of State Street Utilities Select Sector SPDR ETF worth $4.75M as of Q1 2026.
Prosperity Consulting Group sold 2,083 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $93.5K.
State Street Utilities Select Sector SPDR ETF made up 0.21% of Prosperity Consulting Group's portfolio in Q1 2026, its #83 holding.
Prosperity Consulting Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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