CWM
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Copia Wealth Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Copia Wealth Management’s Portfolio SPYV Stock Details SPYV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.86M Sell
73,785
-90
-0.1% -$4.71K 3.26% 7
2025
Q1 		$3.77M Buy
73,875
+961
+1% +$49.1K 3.49% 7
2024
Q4 		$3.73M Buy
+72,914
New +$3.73M 3.55% 6