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Copia Wealth Management’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.06M Buy
83,385
+1,945
+2% +$141K 5.11% 3
2025
Q1
$5.36M Buy
81,440
+1,967
+2% +$129K 4.95% 2
2024
Q4
$5.48M Buy
+79,473
New +$5.48M 5.21% 2