CWM
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Copia Wealth Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Copia Wealth Management’s Portfolio XLP Stock Details XLP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$59.9K Buy
740
+20
+3% +$1.62K 0.05% 155
2025
Q1 		$58.8K Buy
720
+156
+28% +$12.7K 0.05% 146
2024
Q4 		$44.3K Buy
+564
New +$44.3K 0.04% 155