Principal Securities, Inc. Utilities Sector Spdr Transaction History

Principal Securities, Inc.

$6.07 Trillion
Q3 2025

A detailed history of Principal Securities, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Principal Securities, Inc. holds 15,814 shares of XLU stock, worth $1.4 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

15,814

Previous 9,463 67.11%

Holding current value

$1.4 Million

Previous $773 Million 78.48%

% of portfolio

0.02%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$81.14 - $87.32 $515,320 - $554,569	6,351 Added 67.11%	15,814 $1.38 Billion
Q2 2025 Aug 11, 2025	BUY	$73.09 - $82.77 $129,223 - $146,337	1,768 Added 22.98%	9,463 $773 Million
Q4 2024 Jan 30, 2025	SELL	$74.89 - $82.93 $316,634 - $350,628	-4,228 Reduced 35.46%	7,695 $582 Million
Q3 2024 Oct 28, 2024	BUY	$67.67 - $80.78 $293,958 - $350,908	4,344 Added 57.32%	11,923 $963 Million
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

# of Institutions

1,666

Shares Held

155M

Call Options Held

14.8M

Put Options Held

30.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

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.

Account

Principal Securities, Inc. Utilities Sector Spdr Transaction History