Principia Wealth Advisory’s Energy Select Sector SPDR Fund XLE Stock Holding History

Principia Wealth Advisory’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$124K	Buy
2025 Q1	$824	Buy
2024 Q4	–	Hold