A detailed history of Principal Securities, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Principal Securities, Inc. holds 74,987 shares of XLE stock, worth $6.99 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
74,987
Previous 63,257 18.54%
Holding current value
$6.99 Million
Previous $5.97 Billion 14.45%
% of portfolio
0.19%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$88.04 - $98.08 $1.03 Million - $1.15 Million
11,730 Added 18.54%
74,987 $6.84 Billion
Q1 2024

May 10, 2024

SELL
$79.91 - $94.41 $283,360 - $334,777
-3,546 Reduced 5.31%
63,257 $5.97 Billion
Q4 2023

Feb 07, 2024

BUY
$81.2 - $91.96 $5.42 Million - $6.14 Million
66,803 New
66,803 $5.6 Billion

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Principal Securities, Inc. Portfolio

Follow Principal Securities, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principal Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Principal Securities, Inc. with notifications on news.