Copia Wealth Management Technology Sector Spdr Transaction History

Copia Wealth Management

  • $119 Billion
  • Q2 2025

A detailed history of Copia Wealth Management transactions in Technology Sector Spdr stock. As of the latest transaction made, Copia Wealth Management holds 1,444 shares of XLK stock, worth $383,988. This represents 0.31% of its overall portfolio holdings.

Number of Shares
1,444
Previous 1,805 20.0%
Holding current value
$383,988
Previous $373 Million 1.89%
% of portfolio
0.31%
Previous 0.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$179.73 - $253.23 $64,882 - $91,416
-361 Reduced 20.0%
1,444 $366 Million
Q1 2025

Apr 17, 2025
SELL
$206.38 - $242.18 $80,488 - $94,450
-390 Reduced 17.77%
1,805 $373 Million
Q4 2024

Mar 06, 2025
BUY
$220.26 - $241.44 $483,470 - $529,960
2,195 New
2,195 $510 Million

Others Institutions Holding XLK

# of Institutions
2,469
Shares Held
282M
Call Options Held
9.05M
Put Options Held
14.8M
View Full List

About TECHNOLOGY SECTOR SPDR

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