Prosperity Consulting Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.3M	Sell	96,433 -2,557	-3%	-$298K	0.43%	42
2026 Q1	$10.8M	Sell	98,990 -6,840	-6%	-$799K	0.48%	36
2025 Q4	$12.6M	Sell	105,830 -2,974	-3%	-$353K	0.57%	33
2025 Q3	$13M	Sell	108,804 -20,168	-16%	-$2.31M	0.64%	32
2025 Q2	$14M	Sell	128,972 -11,772	-8%	-$1.2M	1.02%	18
2025 Q1	$13.9M	Buy	140,744 +2,308	+2%	+$250K	1.07%	16
2024 Q4	$15.5M	Buy	138,436 +23,990	+21%	+$2.57M	1.17%	14
2024 Q3	$11.5M	Buy	114,446 +108,102	+1,704%	+$10.1M	0.89%	19
2024 Q2	$578K	Hold	6,344	–	–	0.08%	176
2024 Q1	$583K	Buy	6,344 +788	+14%	+$70.2K	0.07%	177
2023 Q4	$497K	Buy	5,556 +2	+0%	+$166	0.17%	109
2023 Q3	$447K	Buy	+5,554	New	+$470K	0.21%	94

Other funds holding XLY

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Prosperity Consulting Group reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.6% in Q2 2026, selling an estimated $298K and leaving 96,433 shares worth $11.3M. The position accounts for 0.43% of the portfolio, ranked #42.

Prosperity Consulting Group first reported a position in XLY in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.5M in Q4 2024. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Prosperity Consulting Group held 96,433 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $11.3M as of Q2 2026.
Prosperity Consulting Group sold 2,557 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $298K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.43% of Prosperity Consulting Group's portfolio in Q2 2026, its #42 holding.
Prosperity Consulting Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
Prosperity Consulting Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $15.5M in Q4 2024.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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