Prosperity Consulting Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.9M	Sell	75,277 -2,819	-4%	-$419K	0.45%	39
2026 Q1	$11.4M	Sell	78,096 -2,644	-3%	-$408K	0.51%	32
2025 Q4	$12.5M	Sell	80,740 -2,859	-3%	-$428K	0.56%	34
2025 Q3	$11.6M	Sell	83,599 -10,010	-11%	-$1.35M	0.57%	33
2025 Q2	$12.6M	Sell	93,609 -1,087	-1%	-$147K	0.92%	24
2025 Q1	$13.8M	Sell	94,696 -5,773	-6%	-$839K	1.07%	17
2024 Q4	$13.8M	Buy	100,469 +13,869	+16%	+$2.03M	1.04%	17
2024 Q3	$13.3M	Buy	86,600 +82,555	+2,041%	+$12.5M	1.04%	15
2024 Q2	$590K	Sell	4,045 -67	-2%	-$9.61K	0.08%	172
2024 Q1	$608K	Buy	4,112 +772	+23%	+$111K	0.08%	170
2023 Q4	$456K	Sell	3,340 -145	-4%	-$18.9K	0.15%	116
2023 Q3	$449K	Buy	+3,485	New	+$463K	0.21%	93

Other funds holding XLV

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Prosperity Consulting Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.6% in Q2 2026, selling an estimated $419K and leaving 75,277 shares worth $11.9M. The position accounts for 0.45% of the portfolio, ranked #39.

Prosperity Consulting Group first reported a position in XLV in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.8M in Q1 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Prosperity Consulting Group held 75,277 shares of State Street Health Care Select Sector SPDR ETF worth $11.9M as of Q2 2026.
Prosperity Consulting Group sold 2,819 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $419K.
State Street Health Care Select Sector SPDR ETF made up 0.45% of Prosperity Consulting Group's portfolio in Q2 2026, its #39 holding.
Prosperity Consulting Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
Prosperity Consulting Group's State Street Health Care Select Sector SPDR ETF position peaked at $13.8M in Q1 2025.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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