CWM
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Copia Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Copia Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$50K Sell
81
-4
-5% -$2.47K 0.04% 169
2025
Q1 		$47.5K Hold
85
– – 0.04% 164
2024
Q4 		$49.8K Buy
+85
New +$49.8K 0.05% 146