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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Principal Securities's XLE Position: Q1 2026 in Review

Principal Securities increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 133% in Q1 2026, buying an estimated $3.75M and bringing the position to 122,380 shares worth $7.5M. The position accounts for 0.11% of the portfolio, ranked #172.

Principal Securities first reported a position in XLE in Q4 2023 and has held it in 10 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Principal Securities held 122,380 shares of State Street Energy Select Sector SPDR ETF worth $7.5M as of Q1 2026.
Principal Securities bought 69,949 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $3.75M.
State Street Energy Select Sector SPDR ETF made up 0.11% of Principal Securities's portfolio in Q1 2026, its #172 holding.
Principal Securities first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.