Principia Wealth Advisory’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
– Sell
-3
Closed -$404 – 1021
2025
Q2
$404 Sell
3
-18
-86% -$2.43K ﹤0.01% 784
2025
Q1
$2.91K Buy
+21
New +$3.05K ﹤0.01% 242

Other funds holding XLV

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

Principia Wealth Advisory sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 3 shares — an estimated $404 sold.

Principia Wealth Advisory first reported a position in XLV in Q1 2025 and held it in 2 quarters. The position peaked at $2.91K in Q1 2025. 1,652 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

  • Principia Wealth Advisory reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 3 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $404.
  • Principia Wealth Advisory first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2025 and held it in 2 quarters.
  • Principia Wealth Advisory's State Street Health Care Select Sector SPDR ETF position peaked at $2.91K in Q1 2025.
  • 1,652 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

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