Principia Wealth Advisory’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Principia Wealth Advisory's XLE Position: Q2 2026 in Review
Principia Wealth Advisory increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 37% in Q2 2026, buying an estimated $993K and bringing the position to 64,427 shares worth $3.42M. The position accounts for 1.7% of the portfolio, ranked #19.
Principia Wealth Advisory first reported a position in XLE in Q1 2025 and has held it in 6 quarters since. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Principia Wealth Advisory held 64,427 shares of State Street Energy Select Sector SPDR ETF worth $3.42M as of Q2 2026.
- Principia Wealth Advisory bought 17,374 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $993K.
- State Street Energy Select Sector SPDR ETF made up 1.7% of Principia Wealth Advisory's portfolio in Q2 2026, its #19 holding.
- Principia Wealth Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
- 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.