A detailed history of Principal Securities, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Principal Securities, Inc. holds 7,579 shares of XLU stock, worth $595,178. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,579
Previous 7,198 5.29%
Holding current value
$595,178
Previous $473 Million 9.29%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 31, 2024

BUY
$62.77 - $72.87 $23,915 - $27,763
381 Added 5.29%
7,579 $516 Million
Q1 2024

May 10, 2024

SELL
$59.95 - $65.65 $9,951 - $10,897
-166 Reduced 2.25%
7,198 $473 Million
Q4 2023

Feb 07, 2024

BUY
$56.19 - $65.96 $413,783 - $485,729
7,364 New
7,364 $466 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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.