Copia Wealth Management Spdr Portfolio S&P 1500 Compos Transaction History

Copia Wealth Management

  • $108 Billion
  • Q1 2025

A detailed history of Copia Wealth Management transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Copia Wealth Management holds 2,199 shares of SPTM stock, worth $148,630. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,199
Previous 2,184 0.69%
Holding current value
$148,630
Previous $156 Million 4.13%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Apr 17, 2025
BUY
$67.03 - $74.61 $1,005 - $1,119
15 Added 0.69%
2,199 $150 Million
Q4 2024

Mar 06, 2025
BUY
$69.3 - $74.3 $151,351 - $162,271
2,184 New
2,184 $156 Million

Others Institutions Holding SPTM

# of Institutions
688
Shares Held
93.9M
Call Options Held
9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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