Principia Wealth Advisory, LLC Energy Sector Spdr Transaction History

Principia Wealth Advisory, LLC

  • $118 Billion
  • Q2 2025

A detailed history of Principia Wealth Advisory, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 1,458 shares of XLE stock, worth $134,165. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,458
Previous 10 14480.0%
Holding current value
$134,165
Previous $824,000 14906.43%
% of portfolio
0.1%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$76.44 - $94.13 $110,685 - $136,300
1,448 Added 14480.0%
1,458 $124 Million
Q1 2025

Apr 11, 2025
BUY
$85.7 - $93.96 $857 - $939
10 New
10 $824,000
Q4 2024

Apr 11, 2025
BUY
$83.32 - $97.27 $0 - $0
0 New
0 $43,000

Others Institutions Holding XLE

# of Institutions
2,121
Shares Held
209M
Call Options Held
56.5M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Principia Wealth Advisory, LLC Portfolio

Follow Principia Wealth Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principia Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principia Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email