Principia Wealth Advisory’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.66K Buy
89
+12
+16% +$628 ﹤0.01% 238
2025
Q1
$3.64K Buy
+77
New +$3.64K ﹤0.01% 212