Principia Wealth Advisory’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
MMH
Principia Wealth Advisory's XLU Position: Q3 2025 in Review
Principia Wealth Advisory sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 12 shares — an estimated $490 sold.
Principia Wealth Advisory first reported a position in XLU in Q1 2025 and held it in 2 quarters. The position peaked at $490 in Q2 2025. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.
- Principia Wealth Advisory reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
- Principia Wealth Advisory sold 12 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $490.
- Principia Wealth Advisory first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and held it in 2 quarters.
- Principia Wealth Advisory's State Street Utilities Select Sector SPDR ETF position peaked at $490 in Q2 2025.
- 1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.
Based on Principia Wealth Advisory's 13F filing for Q3 2025, filed 10 Feb 2026.