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Prosperity Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Prosperity Wealth Management’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,697
Closed -$260K – 286
2025
Q1 		$260K Sell
2,697
-70
-3% -$6.99K 0.12% 166
2024
Q4 		$268K Sell
2,767
-4
-0.1% -$381 0.11% 160
2024
Q3 		$251K Buy
2,771
+8
+0.3% +$690 0.1% 159
2024
Q2 		$237K Buy
+2,763
New +$228K 0.12% 150

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Prosperity Wealth Management's XLC Position: Q2 2025 in Review

Prosperity Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2025, closing a stake of 2,697 shares — an estimated $260K sold.

Prosperity Wealth Management first reported a position in XLC in Q2 2024 and held it in 4 quarters. The position peaked at $268K in Q4 2024. 1,114 funds tracked by Wall St. Rank hold XLC as of Q2 2025.

  • Prosperity Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 2,697 State Street Communication Services Select Sector SPDR ETF shares in Q2 2025, an estimated $260K.
  • Prosperity Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2024 and held it in 4 quarters.
  • Prosperity Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $268K in Q4 2024.
  • 1,114 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2025.

Based on Prosperity Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.