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 Q2	$225K	Buy	4,952 +174	+4%	+$7.88K	0.01%	377
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	$209K	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 $1.55T 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

LPL Financial San Diego, California $445B AUM 25.58% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principle Wealth Partners's XLU Position: Q2 2026 in Review

Principle Wealth Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.6% in Q2 2026, buying an estimated $7.88K and bringing the position to 4,952 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #377.

Principle Wealth Partners first reported a position in XLU in Q2 2020 and has held it in 12 quarters since. The position peaked at $236K in Q4 2025. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Principle Wealth Partners held 4,952 shares of State Street Utilities Select Sector SPDR ETF worth $225K as of Q2 2026.
Principle Wealth Partners bought 174 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $7.88K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Principle Wealth Partners's portfolio in Q2 2026, its #377 holding.
Principle Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2020 and has held it in 12 quarters since.
Principle Wealth Partners's State Street Utilities Select Sector SPDR ETF position peaked at $236K in Q4 2025.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.