Prosperity Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Prosperity Wealth Management’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$232K	Buy	+4,236	New	+$226K	0.08%	221

Other funds holding XLF

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Prosperity Wealth Management's XLF Position: Q4 2025 in Review

Prosperity Wealth Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025: 4,236 shares worth $232K. The stake represents 0.08% of the portfolio and ranks #221 among its holdings.

1,957 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

Prosperity Wealth Management held 4,236 shares of State Street Financial Select Sector SPDR ETF worth $232K as of Q4 2025.
State Street Financial Select Sector SPDR ETF was a new Prosperity Wealth Management position in Q4 2025.
State Street Financial Select Sector SPDR ETF made up 0.08% of Prosperity Wealth Management's portfolio in Q4 2025, its #221 holding.
1,957 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.