Principal Securities’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.86M Sell
35,571
-73,609
-67% -$3.85M 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% -$58.5K 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% -$34.8K 0.05% 306
2023
Q4
$1.59M Buy
+42,345
New +$1.59M 0.06% 295