Principal Securities’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$314K Buy
1,444
+250
+21% +$54.3K 0.01% 1048
2025
Q1
$268K Buy
1,194
+36
+3% +$8.08K 0.01% 1020
2024
Q4
$260K Buy
1,158
+27
+2% +$6.06K 0.01% 1021
2024
Q3
$227K Sell
1,131
-49
-4% -$9.82K 0.01% 1052
2024
Q2
$215K Sell
1,180
-27
-2% -$4.93K 0.01% 1011
2024
Q1
$222K Sell
1,207
-39
-3% -$7.17K 0.01% 967
2023
Q4
$223K Buy
+1,246
New +$223K 0.01% 901