Principia Wealth Advisory, LLC Technology Sector Spdr Transaction History

Principia Wealth Advisory, LLC

$104 Billion
Q1 2025

A detailed history of Principia Wealth Advisory, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 7 shares of XLK stock, worth $1,444. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,444

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 11, 2025	BUY	$206.38 - $242.18 $1,444 - $1,695	7 New	7 $1.43 Million

Others Institutions Holding XLK

# of Institutions

2,420

Shares Held

182M

Call Options Held

13.7M

Put Options Held

18M

Bank Of America Corp Charlotte, NC

12.5M
Shares

$2.58 Billion
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

11M
Shares

$2.27 Billion
0.59% of portfolio
Morgan Stanley New York, NY

9.86M
Shares

$2.04 Billion
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

7.47M
Shares

$1.54 Billion
0.73% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.74M
Shares

$1.18 Billion
0.36% of portfolio

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About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Principia Wealth Advisory, LLC Technology Sector Spdr Transaction History