Copia Wealth Management Energy Sector Spdr Transaction History

Copia Wealth Management

  • $119 Billion
  • Q2 2025

A detailed history of Copia Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Copia Wealth Management holds 3,051 shares of XLE stock, worth $258,480. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,051
Previous 3,287 7.18%
Holding current value
$258,480
Previous $307 Million 15.76%
% of portfolio
0.22%
Previous 0.28%

Shares

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

Jul 28, 2025
SELL
$76.44 - $94.13 $18,039 - $22,214
-236 Reduced 7.18%
3,051 $259 Million
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
2,113
Shares Held
445M
Call Options Held
50.2M
Put Options Held
121M
View Full List

About ENERGY SECTOR SPDR

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

Track Copia Wealth Management Portfolio

Follow Copia Wealth Management 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 Copia Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Copia Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email