Copia Wealth Management Spdr Portfolio S&P 500 ETF (Ma Transaction History
Copia Wealth Management
- $119 Billion
- Q2 2025
A detailed history of Copia Wealth Management transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Copia Wealth Management holds 83,385 shares of SPLG stock, worth $6.25 Million. This represents 5.11% of its overall portfolio holdings.
Number of Shares
83,385
Previous 81,440
2.39%
Holding current value
$6.25 Million
Previous $5.36 Billion
13.18%
% of portfolio
5.11%
Previous 4.95%
Shares
3 transactions
Others Institutions Holding SPLG
# of Institutions
1,453Shares Held
649MCall Options Held
939KPut Options Held
863K-
Betterment LLC New York, NY64.9MShares$4.86 Billion10.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC42MShares$3.15 Billion1.12% of portfolio
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Bank Of America Corp Charlotte, NC31.5MShares$2.36 Billion0.17% of portfolio
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Creative Planning Overland Park, KS31.1MShares$2.33 Billion1.95% of portfolio
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Jones Financial Companies Lllp31.1MShares$2.33 Billion1.84% of portfolio