Principle Wealth Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Principle Wealth Partners’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	$219K	Sell	4,778 -753	-14%	-$33.8K	0.01%	353
2025 Q4	$236K	Buy	+5,531	New	+$245K	0.01%	345
2023 Q1	–	Sell	-6,328	Closed	-$223K	–	327
2022 Q4	$223K	Sell	6,328 -46	-0.7%	-$1.56K	0.03%	289
2022 Q3	$209	Buy	6,374 +46	+0.7%	+$1.69K	0.02%	281
2022 Q2	$222K	Hold	6,328	–	–	0.03%	283
2022 Q1	$236K	Hold	6,328	–	–	0.02%	291
2021 Q4	$226K	Hold	6,328	–	–	0.02%	296
2021 Q3	$202K	Hold	6,328	–	–	0.02%	302
2021 Q2	$200K	Hold	6,328	–	–	0.02%	308
2021 Q1	$203K	Buy	+6,328	New	+$196K	0.02%	280
2020 Q3	–	Sell	-552	Closed	-$16K	–	442
2020 Q2	$16K	Buy	+552	New	+$15.9K	﹤0.01%	373

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

Principle Wealth Partners's XLU Position: Q1 2026 in Review

Principle Wealth Partners reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 14% in Q1 2026, selling an estimated $33.8K and leaving 4,778 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #353.

Principle Wealth Partners first reported a position in XLU in Q2 2020 and has held it in 11 quarters since. The position peaked at $236K in Q4 2025. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Principle Wealth Partners held 4,778 shares of State Street Utilities Select Sector SPDR ETF worth $219K as of Q1 2026.
Principle Wealth Partners sold 753 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $33.8K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Principle Wealth Partners's portfolio in Q1 2026, its #353 holding.
Principle Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2020 and has held it in 11 quarters since.
Principle Wealth Partners's State Street Utilities Select Sector SPDR ETF position peaked at $236K in Q4 2025.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.