Copia Wealth Management Technology Sector Spdr Transaction History

Copia Wealth Management

  • $108 Billion
  • Q1 2025

A detailed history of Copia Wealth Management transactions in Technology Sector Spdr stock. As of the latest transaction made, Copia Wealth Management holds 1,805 shares of XLK stock, worth $416,792. This represents 0.34% of its overall portfolio holdings.

Number of Shares
1,805
Previous 2,195 17.77%
Holding current value
$416,792
Previous $510 Million 26.98%
% of portfolio
0.34%
Previous 0.49%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,407
Shares Held
177M
Call Options Held
9.73M
Put Options Held
15.2M
View Full List

About TECHNOLOGY SECTOR SPDR

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