Copia Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Copia Wealth Management's XLE Position: Q2 2026 in Review
Copia Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 21% in Q2 2026, buying an estimated $270K and bringing the position to 27,058 shares worth $1.44M. The position accounts for 0.86% of the portfolio, ranked #33.
Copia Wealth Management first reported a position in XLE in Q4 2024 and has held it in 7 quarters since. 2,043 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Copia Wealth Management held 27,058 shares of State Street Energy Select Sector SPDR ETF worth $1.44M as of Q2 2026.
- Copia Wealth Management bought 4,729 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $270K.
- State Street Energy Select Sector SPDR ETF made up 0.86% of Copia Wealth Management's portfolio in Q2 2026, its #33 holding.
- Copia Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
- 2,043 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.