Principal Financial Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Principal Financial Group’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-26,048	Closed	-$4.03M	–	2299
2025 Q4	$4.03M	Buy	26,048 +11,980	+85%	+$1.79M	﹤0.01%	1682
2025 Q3	$1.96M	Buy	+14,068	New	+$1.9M	﹤0.01%	1818
2024 Q2	–	Sell	-22,211	Closed	-$3.28M	–	2472
2024 Q1	$3.28M	Hold	22,211	–	–	﹤0.01%	1697
2023 Q4	$3.03M	Buy	22,211 +6,237	+39%	+$811K	﹤0.01%	1704
2023 Q3	$2.06M	Buy	15,974 +6,487	+68%	+$861K	﹤0.01%	1755
2023 Q2	$1.26M	Buy	9,487 +2,406	+34%	+$317K	﹤0.01%	1816
2023 Q1	$917K	Buy	+7,081	New	+$925K	﹤0.01%	1867
2020 Q1	–	Sell	-2,000	Closed	-$204K	–	2255
2019 Q4	$204K	Buy	+2,000	New	+$192K	﹤0.01%	2134
2019 Q3	–	Sell	-2,500	Closed	-$232K	–	2266
2019 Q2	$232K	Hold	2,500	–	–	﹤0.01%	2119
2019 Q1	$229K	Buy	+2,500	New	+$225K	﹤0.01%	2096

Other funds holding XLV

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Principal Financial Group's XLV Position: Q1 2026 in Review

Principal Financial Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 26,048 shares — an estimated $4.03M sold.

Principal Financial Group first reported a position in XLV in Q1 2019 and held it in 10 quarters. The position peaked at $4.03M in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Principal Financial Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Principal Financial Group sold 26,048 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $4.03M.
Principal Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2019 and held it in 10 quarters.
Principal Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $4.03M in Q4 2025.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.