Copia Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History

Copia Wealth Management

  • $135 Billion
  • Q3 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 3,464 shares of SPEM stock, worth $164,366. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,464
Previous 3,619 4.28%
Holding current value
$164,366
Previous $155 Million 4.83%
% of portfolio
0.12%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$42.67 - $46.91 $6,613 - $7,271
-155 Reduced 4.28%
3,464 $162 Million
Q1 2025

Apr 17, 2025
SELL
$37.07 - $40.63 $6,895 - $7,557
-186 Reduced 4.89%
3,619 $142 Million
Q4 2024

Mar 06, 2025
BUY
$38.37 - $42.82 $145,997 - $162,930
3,805 New
3,805 $146 Million

Others Institutions Holding SPEM

# of Institutions
988
Shares Held
241M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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