Copia Wealth Management Financial Sector Spdr Transaction History

Copia Wealth Management

  • $135 Billion
  • Q3 2025

A detailed history of Copia Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Copia Wealth Management holds 14,893 shares of XLF stock, worth $781,137. This represents 0.6% of its overall portfolio holdings.

Number of Shares
14,893
Previous 14,117 5.5%
Holding current value
$781,137
Previous $739 Million 8.52%
% of portfolio
0.6%
Previous 0.62%

Shares

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

Oct 31, 2025
BUY
$51.37 - $54.25 $39,863 - $42,098
776 Added 5.5%
14,893 $802 Million
Q2 2025

Jul 28, 2025
BUY
$43.92 - $52.37 $320,001 - $381,567
7,286 Added 106.66%
14,117 $739 Million
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
2,159
Shares Held
765M
Call Options Held
132M
Put Options Held
244M
View Full List

About FINANCIAL SECTOR SPDR

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