Principia Wealth Advisory’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
– Sell
-58
Closed -$7.34K – 1018
2025
Q2
$7.34K Buy
58
+44
+314% +$4.88K 0.01% 196
2025
Q1
$1.43K Buy
+14
New +$1.59K ﹤0.01% 335

Other funds holding XLK

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

Principia Wealth Advisory sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2025, closing a stake of 58 shares — an estimated $7.34K sold.

Principia Wealth Advisory first reported a position in XLK in Q1 2025 and held it in 2 quarters. The position peaked at $7.34K in Q2 2025. 2,290 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

  • Principia Wealth Advisory reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 58 State Street Technology Select Sector SPDR ETF shares in Q3 2025, an estimated $7.34K.
  • Principia Wealth Advisory first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and held it in 2 quarters.
  • Principia Wealth Advisory's State Street Technology Select Sector SPDR ETF position peaked at $7.34K in Q2 2025.
  • 2,290 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

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