Coppell Advisory Solutions’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.87M	Buy	+15,573	New	+$1.37M	0.32%	62
2026 Q1	–	Sell	-10,128	Closed	-$842K	–	307
2025 Q4	$842K	Buy	10,128 +1,098	+12%	+$89.8K	0.08%	185
2025 Q3	$725K	Sell	9,030 -940	-9%	-$73K	0.08%	200
2025 Q2	$743K	Sell	9,970 -880	-8%	-$61.1K	0.09%	184
2025 Q1	$730K	Sell	10,850 -6,007	-36%	-$430K	0.1%	174
2024 Q4	$1.21M	Sell	16,857 -748	-4%	-$53.8K	0.17%	111
2024 Q3	$1.23M	Sell	17,605 -928	-5%	-$62.7K	0.18%	109
2024 Q2	$1.23M	Buy	+18,533	New	+$1.19M	0.2%	99
2023 Q4	$2.08M	Buy	+35,614	New	+$1.94M	0.41%	53

Other funds holding SPTM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

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

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

Coppell Advisory Solutions opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 15,573 shares worth $3.87M. The stake represents 0.32% of the portfolio and ranks #62 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in SPTM as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in SPTM in Q4 2023 and has held it in 9 quarters since. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Coppell Advisory Solutions held 15,573 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $3.87M as of Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Coppell Advisory Solutions position in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.32% of Coppell Advisory Solutions's portfolio in Q2 2026, its #62 holding.
Coppell Advisory Solutions first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and has held it in 9 quarters since.
777 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

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