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

Principal Securities’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
2026 Q2	$5.19M	Sell	97,683 -24,697	-20%	-$1.41M	0.06%	275
2026 Q1	$7.5M	Buy	122,380 +69,949	+133%	+$3.75M	0.11%	172
2025 Q4	$2.34M	Buy	52,431 +3,345	+7%	+$149K	0.04%	425
2025 Q3	$2.19M	Sell	49,086 -1,330	-3%	-$58.2K	0.04%	432
2025 Q2	$2.14M	Sell	50,416 -5,090	-9%	-$212K	0.04%	390
2025 Q1	$2.38M	Buy	55,506 +86	+0.2%	+$3.88K	0.05%	309
2024 Q4	$2.37M	Sell	55,420 -9,414	-15%	-$428K	0.05%	308
2024 Q3	$2.85M	Sell	64,834 -85,140	-57%	-$3.81M	0.07%	257
2024 Q2	$6.84M	Buy	149,974 +23,460	+19%	+$1.09M	0.19%	99
2024 Q1	$5.97M	Sell	126,514 -7,092	-5%	-$305K	0.19%	109
2023 Q4	$5.6M	Buy	+133,606	New	+$5.71M	0.21%	99

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Principal Securities's XLE Position: Q2 2026 in Review

Principal Securities reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 20% in Q2 2026, selling an estimated $1.41M and leaving 97,683 shares worth $5.19M. The position accounts for 0.06% of the portfolio, ranked #275.

Principal Securities first reported a position in XLE in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.5M in Q1 2026. 2,037 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Principal Securities held 97,683 shares of State Street Energy Select Sector SPDR ETF worth $5.19M as of Q2 2026.
Principal Securities sold 24,697 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.41M.
State Street Energy Select Sector SPDR ETF made up 0.06% of Principal Securities's portfolio in Q2 2026, its #275 holding.
Principal Securities first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's State Street Energy Select Sector SPDR ETF position peaked at $7.5M in Q1 2026.
2,037 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.