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Technology SPDR shares owned by Copia Wealth Management

Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Copia Wealth Management from 13F filings

Historical chart of Copia Wealth Management investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

All positions including Technology SPDR held by Copia Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Technology SPDR by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $410k 1.5k 281.86
2025-06-30 $366k 1.4k 253.23
2025-03-31 $373k 1.8k 206.48
2024-12-31 $510k 2.2k 232.52

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View all positions for Copia Wealth Management

Top funds holding Technology SPDR

Morgan Stanley
Wells Fargo & Company
LPL Financial
Colony
UBS Group
Envestnet Asset Management
Ameriprise Financial
Jane Street
Churchill Management Corp.
Susquehanna International
Goldman Sachs Group
Citadel Advisors
Jpmorgan Chase & Co
Raymond James Financial
Royal Bank of Canada

View all funds holding Technology SPDR