Copia Wealth Management Spdr S&P 600 Small Cap Growth Transaction History
Copia Wealth Management
- $119 Billion
- Q2 2025
A detailed history of Copia Wealth Management transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Copia Wealth Management holds 22,723 shares of SLYG stock, worth $2.13 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
22,723
Previous 20,931
8.56%
Holding current value
$2.13 Million
Previous $1.74 Billion
16.08%
% of portfolio
1.7%
Previous 1.61%
Shares
3 transactions
Others Institutions Holding SLYG
# of Institutions
551Shares Held
26.9MCall Options Held
16.6KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC3.43MShares$321 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC1.84MShares$172 Million0.01% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA1.31MShares$122 Million0.23% of portfolio
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Ameriprise Financial Inc Minneapolis, MN999KShares$93.6 Million0.02% of portfolio
-
Morgan Stanley New York, NY717KShares$67.1 Million0.0% of portfolio