Copia Wealth Management Financial Sector Spdr Transaction History

Copia Wealth Management

  • $108 Billion
  • Q1 2025

A detailed history of Copia Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Copia Wealth Management holds 6,831 shares of XLF stock, worth $365,048. This represents 0.31% of its overall portfolio holdings.

Number of Shares
6,831
Previous 566 1106.89%
Holding current value
$365,048
Previous $27.4 Million 1143.84%
% of portfolio
0.31%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$47.32 - $52.19 $296,459 - $326,970
6,265 Added 1106.89%
6,831 $340 Million
Q4 2024

Mar 06, 2025
BUY
$44.89 - $51.34 $25,407 - $29,058
566 New
566 $27.4 Million

Others Institutions Holding XLF

# of Institutions
2,112
Shares Held
1.01B
Call Options Held
180M
Put Options Held
245M
View Full List

About FINANCIAL SECTOR SPDR

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