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Principia Wealth Advisory’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Principia Wealth Advisory’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$490 Buy
6
+4
+200% +$327 ﹤0.01% 736
2025
Q1 		$152 Buy
+2
New +$152 ﹤0.01% 792