Copia Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History

Copia Wealth Management

  • $108 Billion
  • Q1 2025

A detailed history of Copia Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Copia Wealth Management holds 5,038 shares of SPDW stock, worth $200,562. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,038
Previous 5,074 0.71%
Holding current value
$200,562
Previous $173 Million 5.92%
% of portfolio
0.17%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$33.84 - $37.77 $1,218 - $1,359
-36 Reduced 0.71%
5,038 $183 Million
Q4 2024

Mar 06, 2025
BUY
$34.13 - $37.35 $173,175 - $189,513
5,074 New
5,074 $173 Million

Others Institutions Holding SPDW

# of Institutions
1,087
Shares Held
550M
Call Options Held
3.1K
Put Options Held
441
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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