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 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 $376B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

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

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

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