Principal Securities’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Principal Securities’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.08M	Buy	32,828 +2,251	+7%	+$391K	0.07%	244
2026 Q1	$4.95M	Sell	30,577 -6,628	-18%	-$1.11M	0.07%	265
2025 Q4	$5.77M	Buy	37,205 +442	+1%	+$68K	0.09%	214
2025 Q3	$5.67M	Buy	36,763 +400	+1%	+$60.6K	0.09%	208
2025 Q2	$5.36M	Sell	36,363 -6,974	-16%	-$951K	0.1%	194
2025 Q1	$5.71M	Buy	43,337 +30	+0.1%	+$4.05K	0.13%	149
2024 Q4	$5.71M	Buy	43,307 +3,241	+8%	+$447K	0.13%	149
2024 Q3	$5.43M	Buy	40,066 +31,344	+359%	+$3.98M	0.13%	153
2024 Q2	$1.06M	Buy	8,722 +732	+9%	+$90.2K	0.03%	468
2024 Q1	$1.01M	Sell	7,990 -14,508	-64%	-$1.71M	0.03%	448
2023 Q4	$2.56M	Buy	+22,498	New	+$2.36M	0.1%	207

Other funds holding XLI

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Principal Securities's XLI Position: Q2 2026 in Review

Principal Securities increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 7.4% in Q2 2026, buying an estimated $391K and bringing the position to 32,828 shares worth $6.08M. The position accounts for 0.07% of the portfolio, ranked #244.

Principal Securities first reported a position in XLI in Q4 2023 and has held it in 11 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Principal Securities held 32,828 shares of State Street Industrial Select Sector SPDR ETF worth $6.08M as of Q2 2026.
Principal Securities bought 2,251 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $391K.
State Street Industrial Select Sector SPDR ETF made up 0.07% of Principal Securities's portfolio in Q2 2026, its #244 holding.
Principal Securities first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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