Copia Wealth Management Spdr S&P 500 ETF Trust Transaction History

Copia Wealth Management

  • $135 Billion
  • Q3 2025

A detailed history of Copia Wealth Management transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Copia Wealth Management holds 118 shares of SPY stock, worth $78,549. This represents 0.06% of its overall portfolio holdings.

Number of Shares
118
Previous 81 45.68%
Holding current value
$78,549
Previous $50 Million 57.07%
% of portfolio
0.06%
Previous 0.04%

Shares

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

Oct 31, 2025
BUY
$617.65 - $666.84 $22,853 - $24,673
37 Added 45.68%
118 $78.6 Million
Q2 2025

Jul 28, 2025
SELL
$496.48 - $617.85 $1,985 - $2,471
-4 Reduced 4.71%
81 $50 Million
Q4 2024

Mar 06, 2025
BUY
$567.81 - $607.81 $48,263 - $51,663
85 New
85 $49.8 Million

Others Institutions Holding SPY

# of Institutions
5,291
Shares Held
557M
Call Options Held
298M
Put Options Held
700M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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