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
2026 Q2	$1.79M	Buy	+5,179	New	+$333K	0.15%	122
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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Coppell Advisory Solutions's SPMD Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 5,179 shares worth $1.79M. The stake represents 0.15% of the portfolio and ranks #122 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in SPMD as recently as Q3 2025.

Coppell Advisory Solutions first reported a position in SPMD in Q4 2023 and has held it in 7 quarters since. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Coppell Advisory Solutions held 5,179 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.79M as of Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Coppell Advisory Solutions position in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.15% of Coppell Advisory Solutions's portfolio in Q2 2026, its #122 holding.
Coppell Advisory Solutions first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 7 quarters since.
842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.