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Principia Wealth Advisory’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Principia Wealth Advisory’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.7K Buy
17
+3
+21% +$652 ﹤0.01% 275
2025
Q1 		$2.74K Buy
+14
New +$2.74K ﹤0.01% 244