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Coppell Advisory Solutions Corp’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$2.86M Buy
+39,073
New +$2.72M 0.54% 41
2023
Q1 		$1.11M Buy
20,286
+7,181
+55% +$380K 0.36% 74
2022
Q4 		$664K Buy
+13,105
New +$682K 0.22% 99

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Coppell Advisory Solutions Corp's SPYG Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2024: 39,073 shares worth $2.86M. The stake represents 0.54% of the portfolio and ranks #41 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in SPYG as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in SPYG in Q4 2022 and has held it in 3 quarters since. 948 funds tracked by Wall St. Rank hold SPYG as of Q1 2024.

  • Coppell Advisory Solutions Corp held 39,073 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.86M as of Q1 2024.
  • State Street SPDR Portfolio S&P 500 Growth ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.54% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #41 holding.
  • Coppell Advisory Solutions Corp first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 3 quarters since.
  • 948 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.