Principal Securities’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Principal Securities’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.54M	Buy	10,480 +89	+0.9%	+$13.7K	0.02%	592
2025 Q4	$1.61M	Buy	10,391 +3,528	+51%	+$528K	0.02%	546
2025 Q3	$955K	Sell	6,863 -17,340	-72%	-$2.35M	0.02%	681
2025 Q2	$3.26M	Buy	24,203 +1,937	+9%	+$262K	0.06%	286
2025 Q1	$3.06M	Hold	22,266	–	–	0.07%	264
2024 Q4	$3.06M	Sell	22,266 -1,091	-5%	-$160K	0.07%	264
2024 Q3	$3.6M	Buy	23,357 +139	+0.6%	+$21.1K	0.09%	221
2024 Q2	$3.38M	Buy	23,218 +1,681	+8%	+$241K	0.09%	206
2024 Q1	$3.18M	Buy	21,537 +2,461	+13%	+$353K	0.1%	198
2023 Q4	$2.6M	Buy	+19,076	New	+$2.48M	0.1%	202

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Principal Securities's XLV Position: Q1 2026 in Review

Principal Securities increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.86% in Q1 2026, buying an estimated $13.7K and bringing the position to 10,480 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #592.

Principal Securities first reported a position in XLV in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.6M in Q3 2024. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Principal Securities held 10,480 shares of State Street Health Care Select Sector SPDR ETF worth $1.54M as of Q1 2026.
Principal Securities bought 89 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $13.7K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Principal Securities's portfolio in Q1 2026, its #592 holding.
Principal Securities first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's State Street Health Care Select Sector SPDR ETF position peaked at $3.6M in Q3 2024.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

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