Prosperity Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.01M	Buy	7,031 +471	+7%	+$68K	0.34%	60
2025 Q3	$925K	Sell	6,560 -690	-10%	-$91.4K	0.31%	72
2025 Q2	$918K	Sell	7,250 -8,846	-55%	-$982K	0.34%	63
2025 Q1	$1.66M	Sell	16,096 -1,578	-9%	-$179K	0.78%	24
2024 Q4	$2.05M	Sell	17,674 -3,262	-16%	-$380K	0.85%	18
2024 Q3	$2.36M	Buy	20,936 +2,314	+12%	+$254K	0.94%	15
2024 Q2	$2.11M	Sell	18,622 -2,034	-10%	-$214K	1.03%	13
2024 Q1	$2.15M	Buy	20,656 +662	+3%	+$66.9K	1.02%	15
2023 Q4	$1.92M	Sell	19,994 -1,080	-5%	-$96.1K	1.25%	15
2023 Q3	$1.73M	Buy	21,074 +17,454	+482%	+$1.5M	1.11%	15
2023 Q2	$315K	Buy	3,620 +528	+17%	+$41.6K	0.2%	82
2023 Q1	$233K	Sell	3,092 -200	-6%	-$13.8K	0.18%	94
2022 Q4	$205K	Buy	+3,292	New	+$209K	0.19%	109

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

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

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

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

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

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

Prosperity Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.2% in Q4 2025, buying an estimated $68K and bringing the position to 7,031 shares worth $1.01M. The position accounts for 0.34% of the portfolio, ranked #60.

Prosperity Wealth Management first reported a position in XLK in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.36M in Q3 2024. 2,471 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

Prosperity Wealth Management held 7,031 shares of State Street Technology Select Sector SPDR ETF worth $1.01M as of Q4 2025.
Prosperity Wealth Management bought 471 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $68K.
State Street Technology Select Sector SPDR ETF made up 0.34% of Prosperity Wealth Management's portfolio in Q4 2025, its #60 holding.
Prosperity Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 13 quarters since.
Prosperity Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $2.36M in Q3 2024.
2,471 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

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