Principia Wealth Advisory, LLC Financial Sector Spdr Transaction History

Principia Wealth Advisory, LLC

$104 Billion
Q1 2025

A detailed history of Principia Wealth Advisory, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 77 shares of XLF stock, worth $3,789. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,789

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 11, 2025	BUY	$47.32 - $52.19 $3,643 - $4,018	77 New	77 $3.64 Million

Others Institutions Holding XLF

# of Institutions

2,046

Shares Held

761M

Call Options Held

260M

Put Options Held

336M

Jpmorgan Chase & CO New York, NY

109M
Shares

$5.36 Billion
0.43% of portfolio
Bank Of America Corp Charlotte, NC

91.8M
Shares

$4.52 Billion
0.38% of portfolio
Morgan Stanley New York, NY

56.5M
Shares

$2.78 Billion
0.2% of portfolio
Envestnet Asset Management Inc

22.2M
Shares

$1.09 Billion
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

19.8M
Shares

$974 Million
0.22% of portfolio

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

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.

Account

Principia Wealth Advisory, LLC Financial Sector Spdr Transaction History