Copia Wealth Management Spdr Portfolio Transaction History

Copia Wealth Management

  • $135 Billion
  • Q3 2025

A detailed history of Copia Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Copia Wealth Management holds 1,163 shares of SPYG stock, worth $121,894. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,163
Previous 1,263 7.92%
Holding current value
$121,894
Previous $120 Million 0.96%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Oct 31, 2025
SELL
$94.33 - $105.31 $9,433 - $10,531
-100 Reduced 7.92%
1,163 $122 Million
Q2 2025

Jul 28, 2025
BUY
$71.83 - $95.32 $287 - $381
4 Added 0.32%
1,263 $120 Million
Q1 2025

Apr 17, 2025
SELL
$80.05 - $92.39 $1,921 - $2,217
-24 Reduced 1.87%
1,259 $101 Million
Q4 2024

Mar 06, 2025
BUY
$81.74 - $91.38 $104,872 - $117,240
1,283 New
1,283 $113 Million

Others Institutions Holding SPYG

# of Institutions
1,388
Shares Held
337M
Call Options Held
247K
Put Options Held
165K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
Track This Portfolio

Track Copia Wealth Management Portfolio

Follow Copia Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Copia Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Copia Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email