A detailed history of Copia Wealth Management transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Copia Wealth Management holds 584 shares of XLP stock, worth $44,407. This represents 0.03% of its overall portfolio holdings.

Number of Shares
584
Previous 740 21.08%
Holding current value
$44,407
Previous $59.9 Million 23.62%
% of portfolio
0.03%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025

SELL
N/A
-156 Reduced 21.08%
584 $45.8 Million
Q2 2025

Jul 28, 2025

BUY
N/A
20 Added 2.78%
740 $59.9 Million
Q1 2025

Apr 17, 2025

BUY
N/A
156 Added 27.66%
720 $58.8 Million
Q4 2024

Mar 06, 2025

BUY
N/A
564 New
564 $44.3 Million

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
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