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Coppell Advisory Solutions’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Coppell Advisory Solutions’s Portfolio SLYG Stock Details SLYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,195
Closed -$108K – 1605
2024
Q4 		$108K Hold
1,195
– – 0.02% 403
2024
Q3 		$111K Hold
1,195
– – 0.02% 377
2024
Q2 		$103K Buy
+1,195
New +$102K 0.02% 360
2023
Q4 		$107K Buy
1,282
+106
+9% +$7.95K 0.02% 359
2023
Q3 		$85K Buy
1,176
+24
+2% +$1.85K 0.03% 231
2023
Q2 		$88.5K Buy
+1,152
New +$84.2K 0.03% 283
2023
Q1 		– Sell
-1,176
Closed -$85K – 930
2022
Q4 		$85K Buy
+1,176
New +$86.6K 0.03% 236

Other funds holding SLYG

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

Coppell Advisory Solutions's SLYG Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2025, closing a stake of 1,195 shares — an estimated $108K sold.

Coppell Advisory Solutions first reported a position in SLYG in Q4 2022 and held it in 7 quarters. The position peaked at $111K in Q3 2024. 461 funds tracked by Wall St. Rank hold SLYG as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,195 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2025, an estimated $108K.
  • Coppell Advisory Solutions first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $111K in Q3 2024.
  • 461 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.