Copia Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Copia Wealth Management’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$238K	Sell	4,433 -1,341	-23%	-$69.7K	0.14%	103
2026 Q1	$285K	Sell	5,774 -8,257	-59%	-$430K	0.2%	88
2025 Q4	$768K	Sell	14,031 -862	-6%	-$45.9K	0.55%	42
2025 Q3	$802K	Buy	14,893 +776	+5%	+$41.1K	0.6%	40
2025 Q2	$739K	Buy	14,117 +7,286	+107%	+$361K	0.62%	41
2025 Q1	$340K	Buy	6,831 +6,265	+1,107%	+$314K	0.31%	62
2024 Q4	$27.4K	Buy	+566	New	+$27.4K	0.03%	185

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Copia Wealth Management's XLF Position: Q2 2026 in Review

Copia Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 23% in Q2 2026, selling an estimated $69.7K and leaving 4,433 shares worth $238K. The position accounts for 0.14% of the portfolio, ranked #103.

Copia Wealth Management first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $802K in Q3 2025. 1,892 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Copia Wealth Management held 4,433 shares of State Street Financial Select Sector SPDR ETF worth $238K as of Q2 2026.
Copia Wealth Management sold 1,341 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $69.7K.
State Street Financial Select Sector SPDR ETF made up 0.14% of Copia Wealth Management's portfolio in Q2 2026, its #103 holding.
Copia Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $802K in Q3 2025.
1,892 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.