Copia Wealth Management Energy Sector Spdr Transaction History

Copia Wealth Management

  • $135 Billion
  • Q3 2025

A detailed history of Copia Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Copia Wealth Management holds 3,999 shares of XLE stock, worth $367,987. This represents 0.27% of its overall portfolio holdings.

Number of Shares
3,999
Previous 3,051 31.07%
Holding current value
$367,987
Previous $259 Million 38.07%
% of portfolio
0.27%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$84.25 - $91.99 $79,869 - $87,206
948 Added 31.07%
3,999 $357 Million
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
2,120
Shares Held
211M
Call Options Held
56.5M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

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