Copia Wealth Management Utilities Sector Spdr Transaction History

Copia Wealth Management

  • $119 Billion
  • Q2 2025

A detailed history of Copia Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Copia Wealth Management holds 2,670 shares of XLU stock, worth $228,605. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,670
Previous 1,836 45.42%
Holding current value
$228,605
Previous $145 Million 50.61%
% of portfolio
0.18%
Previous 0.13%

Shares

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

Jul 28, 2025
BUY
$73.09 - $82.77 $60,957 - $69,030
834 Added 45.42%
2,670 $218 Million
Q1 2025

Apr 17, 2025
BUY
$74.7 - $80.27 $124,375 - $133,649
1,665 Added 973.68%
1,836 $145 Million
Q4 2024

Mar 06, 2025
BUY
$74.89 - $82.93 $12,806 - $14,181
171 New
171 $12.9 Million

Others Institutions Holding XLU

# of Institutions
1,588
Shares Held
144M
Call Options Held
13.6M
Put Options Held
38.6M
View Full List

About UTILITIES SECTOR SPDR

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