Principia Wealth Advisory’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-89
Closed -$4.66K 1016
2025
Q2
$4.66K Buy
89
+12
+16% +$594 ﹤0.01% 241
2025
Q1
$3.64K Buy
+77
New +$3.86K ﹤0.01% 215

Other funds holding XLF

Principia Wealth Advisory's XLF Position: Q3 2025 in Review

Principia Wealth Advisory sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 89 shares — an estimated $4.66K sold.

Principia Wealth Advisory first reported a position in XLF in Q1 2025 and held it in 2 quarters. The position peaked at $4.66K in Q2 2025. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

  • Principia Wealth Advisory reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 89 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $4.66K.
  • Principia Wealth Advisory first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and held it in 2 quarters.
  • Principia Wealth Advisory's State Street Financial Select Sector SPDR ETF position peaked at $4.66K in Q2 2025.
  • 1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

Based on Principia Wealth Advisory's 13F filing for Q3 2025, filed 10 Feb 2026.