Copia Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Copia Wealth Management’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$305K	Buy	6,722 +237	+4%	+$10.7K	0.18%	93
2026 Q1	$298K	Buy	6,485 +2,693	+71%	+$121K	0.2%	87
2025 Q4	$162K	Sell	3,792 -384	-9%	-$17K	0.12%	116
2025 Q3	$182K	Sell	4,176 -1,164	-22%	-$49.2K	0.14%	99
2025 Q2	$218K	Buy	5,340 +1,668	+45%	+$66.5K	0.18%	86
2025 Q1	$145K	Buy	3,672 +3,330	+974%	+$130K	0.13%	103
2024 Q4	$12.9K	Buy	+342	New	+$13.6K	0.01%	237

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Copia Wealth Management's XLU Position: Q2 2026 in Review

Copia Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.7% in Q2 2026, buying an estimated $10.7K and bringing the position to 6,722 shares worth $305K. The position accounts for 0.18% of the portfolio, ranked #93.

Copia Wealth Management first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Copia Wealth Management held 6,722 shares of State Street Utilities Select Sector SPDR ETF worth $305K as of Q2 2026.
Copia Wealth Management bought 237 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $10.7K.
State Street Utilities Select Sector SPDR ETF made up 0.18% of Copia Wealth Management's portfolio in Q2 2026, its #93 holding.
Copia Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.