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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$182K	Sell
2025 Q2	$218K	Buy
2025 Q1	$145K	Buy
2024 Q4	$12.9K	Buy