Principal Financial Group
XLE icon

Principal Financial Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Principal Financial Group’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-10,970
Closed -$363K – 2285
2019
Q1 		$363K Buy
10,970
+604
+6% +$19.4K ﹤0.01% 1997
2018
Q4 		$297K Buy
+10,366
New +$347K ﹤0.01% 2030

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Principal Financial Group's XLE Position: Q2 2019 in Review

Principal Financial Group sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2019, closing a stake of 10,970 shares — an estimated $363K sold.

Principal Financial Group first reported a position in XLE in Q4 2018 and held it in 2 quarters. The position peaked at $363K in Q1 2019. 808 funds tracked by Wall St. Rank hold XLE as of Q2 2019.

  • Principal Financial Group reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
  • Principal Financial Group sold 10,970 State Street Energy Select Sector SPDR ETF shares in Q2 2019, an estimated $363K.
  • Principal Financial Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and held it in 2 quarters.
  • Principal Financial Group's State Street Energy Select Sector SPDR ETF position peaked at $363K in Q1 2019.
  • 808 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2019.

Based on Principal Financial Group's 13F filing for Q2 2019, filed 12 Aug 2019.