Copia Wealth Management Energy Sector Spdr Transaction History

Copia Wealth Management

  • $108 Billion
  • Q1 2025

A detailed history of Copia Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Copia Wealth Management holds 3,287 shares of XLE stock, worth $267,989. This represents 0.28% of its overall portfolio holdings.

Number of Shares
3,287
Previous 3,999 17.8%
Holding current value
$267,989
Previous $343 Million 10.33%
% of portfolio
0.28%
Previous 0.33%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$85.7 - $93.96 $61,018 - $66,899
-712 Reduced 17.8%
3,287 $307 Million
Q4 2024

Mar 06, 2025
BUY
$83.32 - $97.27 $333,196 - $388,982
3,999 New
3,999 $343 Million

Others Institutions Holding XLE

# of Institutions
2,176
Shares Held
230M
Call Options Held
50.1M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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