Principal Securities’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Principal Securities’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.12M	Sell	32,137 -549	-2%	-$93.8K	0.07%	243
2026 Q1	$4.34M	Buy	32,686 +1,810	+6%	+$255K	0.06%	289
2025 Q4	$4.45M	Buy	30,876 +298	+1%	+$43K	0.07%	266
2025 Q3	$4.31M	Sell	30,578 -1,412	-4%	-$187K	0.07%	262
2025 Q2	$4.05M	Buy	31,990 +14,156	+79%	+$1.57M	0.08%	254
2025 Q1	$2.07M	Hold	17,834	–	–	0.05%	348
2024 Q4	$2.07M	Sell	17,834 -76	-0.4%	-$8.84K	0.05%	344
2024 Q3	$2.02M	Buy	17,910 +306	+2%	+$33.6K	0.05%	344
2024 Q2	$1.99M	Sell	17,604 -1,140	-6%	-$120K	0.05%	300
2024 Q1	$1.95M	Buy	18,744 +442	+2%	+$44.7K	0.06%	278
2023 Q4	$1.76M	Buy	+18,302	New	+$1.63M	0.07%	274

Other funds holding XLK

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

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

Principal Securities's XLK Position: Q2 2026 in Review

Principal Securities reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.7% in Q2 2026, selling an estimated $93.8K and leaving 32,137 shares worth $6.12M. The position accounts for 0.07% of the portfolio, ranked #243.

Principal Securities first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Principal Securities held 32,137 shares of State Street Technology Select Sector SPDR ETF worth $6.12M as of Q2 2026.
Principal Securities sold 549 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $93.8K.
State Street Technology Select Sector SPDR ETF made up 0.07% of Principal Securities's portfolio in Q2 2026, its #243 holding.
Principal Securities first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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