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Copia Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Copia Wealth Management’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$218K Buy
2,670
+834
+45% +$68.1K 0.18% 86
2025
Q1 		$145K Buy
1,836
+1,665
+974% +$131K 0.13% 103
2024
Q4 		$12.9K Buy
+171
New +$12.9K 0.01% 237