Principia Wealth Advisory’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-34
Closed -$3.69K 1022
2025
Q2
$3.69K Buy
34
+6
+21% +$614 ﹤0.01% 278
2025
Q1
$2.74K Buy
+28
New +$3.04K ﹤0.01% 247

Other funds holding XLY

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

Principia Wealth Advisory sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2025, closing a stake of 34 shares — an estimated $3.69K sold.

Principia Wealth Advisory first reported a position in XLY in Q1 2025 and held it in 2 quarters. The position peaked at $3.69K in Q2 2025. 1,273 funds tracked by Wall St. Rank hold XLY as of Q3 2025.

  • Principia Wealth Advisory reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 34 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2025, an estimated $3.69K.
  • Principia Wealth Advisory first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2025 and held it in 2 quarters.
  • Principia Wealth Advisory's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.69K in Q2 2025.
  • 1,273 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2025.

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