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Coppell Advisory Solutions’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Coppell Advisory Solutions’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,659
Closed -$552K – 414
2025
Q3 		$552K Sell
9,659
-2,829
-23% -$159K 0.06% 235
2025
Q2 		$679K Buy
+12,488
New +$643K 0.08% 194
2025
Q1 		– Sell
-932
Closed -$50.9K – 1643
2024
Q4 		$50.9K Buy
932
+862
+1,231% +$48.5K 0.01% 578
2024
Q3 		$3.82K Hold
70
– – ﹤0.01% 1315
2024
Q2 		$3.59K Buy
+70
New +$3.61K ﹤0.01% 1274
2023
Q4 		$74.2K Buy
+1,522
New +$67.8K 0.01% 412

Other funds holding SPMD

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return