Copia Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History

Copia Wealth Management

  • $119 Billion
  • Q2 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 4,340 shares of SPDW stock, worth $176,724. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,340
Previous 5,038 13.85%
Holding current value
$176,724
Previous $183 Million 4.2%
% of portfolio
0.15%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$32.66 - $40.75 $22,796 - $28,443
-698 Reduced 13.85%
4,340 $176 Million
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
1,121
Shares Held
570M
Call Options Held
3.1K
Put Options Held
200
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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