Principal Securities’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Principal Securities’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$303K	Sell	2,585 -35	-1%	-$4.08K	﹤0.01%	1321
2026 Q1	$286K	Sell	2,620 -513	-16%	-$60K	﹤0.01%	1226
2025 Q4	$374K	Buy	3,133 +385	+14%	+$45.6K	0.01%	1046
2025 Q3	$329K	Sell	2,748 -140	-5%	-$16K	0.01%	1082
2025 Q2	$314K	Buy	2,888 +500	+21%	+$51.1K	0.01%	1048
2025 Q1	$268K	Buy	2,388 +72	+3%	+$7.81K	0.01%	1020
2024 Q4	$260K	Buy	2,316 +54	+2%	+$5.78K	0.01%	1021
2024 Q3	$227K	Sell	2,262 -98	-4%	-$9.16K	0.01%	1052
2024 Q2	$215K	Sell	2,360 -54	-2%	-$4.8K	0.01%	1011
2024 Q1	$222K	Sell	2,414 -78	-3%	-$6.95K	0.01%	967
2023 Q4	$223K	Buy	+2,492	New	+$206K	0.01%	901

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Principal Securities's XLY Position: Q2 2026 in Review

Principal Securities reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.3% in Q2 2026, selling an estimated $4.08K and leaving 2,585 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Principal Securities first reported a position in XLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $374K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Principal Securities held 2,585 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $303K as of Q2 2026.
Principal Securities sold 35 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $4.08K.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1321 holding.
Principal Securities first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $374K in Q4 2025.
1,310 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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