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

Coppell Advisory Solutions’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6	Closed	-$522	–	1606
2024 Q4	$522	Hold	6	–	–	﹤0.01%	1750
2024 Q3	$519	Sell	6 -45	-88%	-$3.77K	﹤0.01%	1656
2024 Q2	$3.99K	Buy	+51	New	+$4.05K	﹤0.01%	1246
2023 Q4	$4.25K	Buy	+51	New	+$3.77K	﹤0.01%	1135
2023 Q3	–	Sell	-45	Closed	-$3.47K	–	1500
2023 Q2	$3.47K	Buy	+45	New	+$3.35K	﹤0.01%	931

Other funds holding SLYV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2025, closing a stake of 6 shares — an estimated $522 sold.

Coppell Advisory Solutions first reported a position in SLYV in Q2 2023 and held it in 5 quarters. The position peaked at $4.25K in Q4 2023. 551 funds tracked by Wall St. Rank hold SLYV as of Q1 2025.

Coppell Advisory Solutions reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 6 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2025, an estimated $522.
Coppell Advisory Solutions first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2023 and held it in 5 quarters.
Coppell Advisory Solutions's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $4.25K in Q4 2023.
551 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2025.

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