Principal Securities’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Principal Securities’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.46M	Sell	75,454 -5,261	-7%	-$236K	0.05%	334
2025 Q4	$3.45M	Buy	80,715 +49,087	+155%	+$2.17M	0.05%	320
2025 Q3	$1.38M	Buy	31,628 +12,702	+67%	+$537K	0.02%	560
2025 Q2	$773K	Buy	18,926 +3,536	+23%	+$141K	0.01%	690
2025 Q1	$582K	Hold	15,390	–	–	0.01%	719
2024 Q4	$582K	Sell	15,390 -8,456	-35%	-$336K	0.01%	717
2024 Q3	$963K	Buy	23,846 +8,688	+57%	+$322K	0.02%	535
2024 Q2	$516K	Buy	15,158 +762	+5%	+$26.2K	0.01%	691
2024 Q1	$473K	Sell	14,396 -332	-2%	-$10.4K	0.01%	693
2023 Q4	$466K	Buy	+14,728	New	+$450K	0.02%	625

Other funds holding XLU

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Principal Securities's XLU Position: Q1 2026 in Review

Principal Securities reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 6.5% in Q1 2026, selling an estimated $236K and leaving 75,454 shares worth $3.46M. The position accounts for 0.05% of the portfolio, ranked #334.

Principal Securities first reported a position in XLU in Q4 2023 and has held it in 10 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Principal Securities held 75,454 shares of State Street Utilities Select Sector SPDR ETF worth $3.46M as of Q1 2026.
Principal Securities sold 5,261 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $236K.
State Street Utilities Select Sector SPDR ETF made up 0.05% of Principal Securities's portfolio in Q1 2026, its #334 holding.
Principal Securities first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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