A detailed history of Copia Wealth Management transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Copia Wealth Management holds 42,451 shares of XLRE stock, worth $1.72 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares
42,451
Previous 38,700 9.69%
Holding current value
$1.72 Million
Previous $1.57 Billion 12.88%
% of portfolio
1.64%
Previous 1.5%

Shares

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

Apr 17, 2025

BUY
$39.18 - $43.52 $146,964 - $163,243
3,751 Added 9.69%
42,451 $1.78 Billion
Q4 2024

Mar 06, 2025

BUY
$40.06 - $45.21 $1.55 Million - $1.75 Million
38,700 New
38,700 $1.57 Billion

Others Institutions Holding XLRE

About SELECT SECTOR SPDR TR REAL EST


  • Ticker XLRE
  • Sector ETFs
  • Industry ETFs
More about XLRE
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.