Principal Securities’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $773K | Buy |
9,463
+1,768
| +23% | +$144K | 0.01% | 690 |
|
|
2025
Q1 | $582K | Hold |
7,695
| – | – | 0.01% | 719 |
|
|
2024
Q4 | $582K | Sell |
7,695
-4,228
| -35% | -$320K | 0.01% | 717 |
|
|
2024
Q3 | $963K | Buy |
11,923
+4,344
| +57% | +$351K | 0.02% | 535 |
|
|
2024
Q2 | $516K | Buy |
7,579
+381
| +5% | +$26K | 0.01% | 691 |
|
|
2024
Q1 | $473K | Sell |
7,198
-166
| -2% | -$10.9K | 0.01% | 693 |
|
|
2023
Q4 | $466K | Buy |
+7,364
| New | +$466K | 0.02% | 625 |
|