Copia Wealth Management Spdr Portfolio Aggregate Bond Transaction History

Copia Wealth Management

$108 Billion
Q1 2025

A detailed history of Copia Wealth Management transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Copia Wealth Management holds 26 shares of SPAB stock, worth $664. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$664

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 17, 2025	BUY	$24.73 - $25.62 $642 - $666	26 New	26 $664,000

Others Institutions Holding SPAB

# of Institutions

548

Shares Held

269M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

25.7M
Shares

$656 Million
0.27% of portfolio
Cwm, LLC

16M
Shares

$408 Million
1.63% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

11.7M
Shares

$300 Million
5.59% of portfolio
Envestnet Asset Management Inc

11.4M
Shares

$291 Million
0.1% of portfolio
State Street Corp Boston, MA

10.2M
Shares

$260 Million
0.01% of portfolio

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About SPDR PORTFOLIO AGGREGATE BOND

Ticker SPAB
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