Prosperity Consulting Group, LLC XLC — SELECT SECTOR SPDR TR

Ownership history in Prosperity Consulting Group, LLC  ·  7 quarters on record

AI Ownership Summary

Prosperity Consulting Group, LLC reported SELECT SECTOR SPDR TR (XLC) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.08% in 2025 Q2. The latest visible filing shows XLC at 0.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XLC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prosperity Consulting Group, LLC's position in SELECT SECTOR SPDR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XLC was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.08% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLC stock page Prosperity Consulting Group, LLC fund profile Prosperity Consulting Group, LLC full holdings
How Prosperity Consulting Group, LLC held XLC — position size vs. price
% of Fund (quarterly)    XLC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 121,596 -4,434 -3.5% 0.60% $13.5M 2026-05-05 $115.63
2025 Q4 REDUCED — — — 126,030 -3,845 -3.0% 0.67% $14.8M 2026-02-17 $114.04
2025 Q3 REDUCED — — — 129,875 -6,351 -4.7% 0.76% $15.4M 2025-11-14 $110.62
2025 Q2 REDUCED — — — 136,226 -820 -0.6% 1.08% $14.8M 2025-08-05 $106.26
2025 Q1 ADDED — — — 137,046 +4,030 +3.0% 1.02% $13.2M 2025-05-07 $96.26
2024 Q4 ADDED — — — 133,016 +21,974 +19.8% 0.97% $12.9M 2025-02-14 $103.71
2024 Q3 INITIATED — — — 111,042 — — 0.78% $10.0M 2024-10-15 $89.44

🏢 Other funds also holding XLC

As of 2026 Q1 — sorted by position size

INNEALTA CAPITAL, LLC 3Y 7Y 10.2% UNIVERSITY OF CHICAGO 3Y 7Y 8.92% IMZ Advisory Inc 8.84% Anfield Capital Management, LLC 3Y 7.71% WestEnd Advisors, LLC 3Y 7Y 7.6% THEORY FINANCIAL LLC 3Y 7.23% Vertex Investment Solutions Co., Ltd. 5.79% Ayalon Insurance Comp Ltd. 3Y 7Y 5.66% J.Safra Asset Management Corp 3Y 7Y 5.33% AFFINITY WEALTH MANAGEMENT LLC 3Y 7Y 5.06%

FAQ About Prosperity Consulting Group, LLC and XLC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Prosperity Consulting Group, LLC reported owning XLC?

Prosperity Consulting Group, LLC reported XLC across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported XLC position in Prosperity Consulting Group, LLC's portfolio?

The largest reported portfolio weight for XLC was 1.08% in 2025 Q2.

What is the latest reported XLC position on this page?

The most recent filing on this page is 2026 Q1, when Prosperity Consulting Group, LLC reported 121,596 shares, equal to 0.60% of portfolio, with an estimated market value of $13.5M.

What does the chart on this XLC ownership page compare?

The chart compares Prosperity Consulting Group, LLC's quarterly XLC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Prosperity Consulting Group, LLC time their XLC position?

Based on 13F filing dates vs. subsequent XLC price moves, Prosperity Consulting Group, LLC correctly timed 2 out of 6 reported position changes (33%).

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