Principia Wealth Advisory, LLC
Position in XLE — State Street(R) Energy Select Sector SPDR(R) ETF
CIK 2041436
DALLAS, TX
All Filings in XLE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 XLE | $3,421,717 | 64,427 | Shares | Sole | 2026-08-26 | |
| 2026-03-31 XLE | $2,882,466 | 47,053 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 XLE | $1,616,400 | 36,153 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 XLE | $23,987 | 537 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 XLE | $61,826 | 1,458 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 XLE | $467 | 10 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 XLE | $43 | 0 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||