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Real Estate Select Sect Spdr shares owned by Copia Wealth Management

Quarter-by-quarter ownership of Real Estate Select Sect Spdr (XLRE) shares owned by Copia Wealth Management from 13F filings

Historical chart of Copia Wealth Management investment in Real Estate Select Sect Spdr

Tip: Access up to 7 years of quarterly data

All positions including Real Estate Select Sect 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 Real Estate Select Sect Spdr by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 32k 42.13
2025-06-30 $1.3M 32k 41.42
2025-03-31 $1.8M 43k 41.85
2024-12-31 $1.6M 39k 40.67

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Strive Enhanced Income Short Maturity Etf Etf (BUXX)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Us Treasury 3 Month Bill Etf Etf (TBIL)
Spdr Gold Shares Etf (GLD)
Us Treasury 6 Month Bill Etf Etf (XBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Msci Eafe Etf Etf (EFA)
Vanguard Russell 2000 Etf Etf (VTWO)
Eldridge Aaa Clo Etf Etf (CLOX)
Simplify Health Care Etf Etf (PINK)
Pacer Us Small Cap Cash Cows Etf Etf (CALF)

View all positions for Copia Wealth Management

Top funds holding Real Estate Select Sect Spdr

Creative Planning
Morgan Stanley
Phoenix Holdings
LPL Financial
Wells Fargo & Company
Cassaday & Co Wealth Management
Bnp Paribas Arbitrage, Snc
Ameriprise Financial
Goldman Sachs Group
UBS Group
Royal Bank of Canada
Harel Insurance Investments & Financial Services
Moss Adams Wealth Advisors
Capital Investment Advisors
Jane Street

View all funds holding Real Estate Select Sect Spdr