Principal Securities’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Principal Securities’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.08M	Sell	82,643 -14,607	-15%	-$761K	0.06%	308
2025 Q4	$5.33M	Buy	97,250 +11,522	+13%	+$614K	0.08%	231
2025 Q3	$4.62M	Buy	85,728 +50,157	+141%	+$2.66M	0.08%	246
2025 Q2	$1.86M	Sell	35,571 -73,609	-67%	-$3.64M	0.04%	438
2025 Q1	$5.28M	Hold	109,180	–	–	0.12%	168
2024 Q4	$5.28M	Buy	109,180 +3,229	+3%	+$156K	0.12%	167
2024 Q3	$4.8M	Sell	105,951 -1,291	-1%	-$56.3K	0.12%	171
2024 Q2	$4.41M	Buy	107,242 +65,723	+158%	+$2.7M	0.12%	160
2024 Q1	$1.75M	Sell	41,519 -826	-2%	-$32.6K	0.05%	306
2023 Q4	$1.59M	Buy	+42,345	New	+$1.47M	0.06%	295

Other funds holding XLF

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principal Securities's XLF Position: Q1 2026 in Review

Principal Securities reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 15% in Q1 2026, selling an estimated $761K and leaving 82,643 shares worth $4.08M. The position accounts for 0.06% of the portfolio, ranked #308.

Principal Securities first reported a position in XLF in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.33M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Principal Securities held 82,643 shares of State Street Financial Select Sector SPDR ETF worth $4.08M as of Q1 2026.
Principal Securities sold 14,607 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $761K.
State Street Financial Select Sector SPDR ETF made up 0.06% of Principal Securities's portfolio in Q1 2026, its #308 holding.
Principal Securities first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's State Street Financial Select Sector SPDR ETF position peaked at $5.33M in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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