CWM
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Copia Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History

Copia Wealth Management’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$739K Buy
14,117
+7,286
+107% +$382K 0.62% 41
2025
Q1 		$340K Buy
6,831
+6,265
+1,107% +$312K 0.31% 62
2024
Q4 		$27.4K Buy
+566
New +$27.4K 0.03% 185