Copia Wealth Management Select Sector Spdr Tr Real Est Transaction History

Copia Wealth Management

  • $108 Billion
  • Q1 2025

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 $1.77 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares
42,451
Previous 38,700 9.69%
Holding current value
$1.77 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

# of Institutions
844
Shares Held
151M
Call Options Held
648K
Put Options Held
2.82M
View Full List

About SELECT SECTOR SPDR TR REAL EST

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