Ownership history in PRINCIPAL SECURITIES, INC. · 8 quarters on record
This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in SPDR SER TR (XSW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 14 | -96 | -87.3% | 0.00% | $3K | $197.76 |
| 2025 Q2 | UNCHANGED | 110 | — | 0% | 0.00% | $21K | $189.82 |
| 2025 Q1 | UNCHANGED | 110 | — | 0% | 0.00% | $21K | $159.80 |
| 2024 Q4 | UNCHANGED | 110 | — | 0% | 0.00% | $21K | $188.83 |
| 2024 Q3 | UNCHANGED | 110 | — | 0% | 0.00% | $18K | $160.58 |
| 2024 Q2 | UNCHANGED | 110 | — | 0% | 0.00% | $17K | $151.01 |
| 2024 Q1 | ADDED | 110 | +41 | +59.4% | 0.00% | $17K | $155.74 |
| 2023 Q4 | INITIATED | 69 | — | — | 0.00% | $10K | — |
As of 2025 Q4 — sorted by position size