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Coppell Advisory Solutions’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Coppell Advisory Solutions’s Portfolio SPYD Stock Details SPYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,561
Closed -$329K – 309
2025
Q4 		$329K Sell
7,561
-736
-9% -$31.9K 0.03% 315
2025
Q3 		$363K Sell
8,297
-2,716
-25% -$119K 0.04% 302
2025
Q2 		$465K Sell
11,013
-8
-0.1% -$336 0.06% 254
2025
Q1 		$462K Sell
11,021
-1,504
-12% -$66.1K 0.06% 219
2024
Q4 		$539K Buy
12,525
+3,791
+43% +$172K 0.08% 163
2024
Q3 		$397K Buy
8,734
+8,465
+3,147% +$368K 0.06% 193
2024
Q2 		$10.8K Buy
+269
New +$10.8K ﹤0.01% 980
2023
Q4 		$10.5K Buy
269
+16
+6% +$575 ﹤0.01% 921
2023
Q3 		$10K Buy
253
+131
+107% +$4.88K ﹤0.01% 606
2023
Q2 		$4.5K Buy
+122
New +$4.5K ﹤0.01% 872
2023
Q1 		– Sell
-253
Closed -$10K – 949
2022
Q4 		$10K Buy
+253
New +$9.9K ﹤0.01% 611

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Coppell Advisory Solutions's SPYD Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2026, closing a stake of 7,561 shares — an estimated $329K sold.

Coppell Advisory Solutions first reported a position in SPYD in Q4 2022 and held it in 11 quarters. The position peaked at $539K in Q4 2024. 503 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 7,561 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $329K.
  • Coppell Advisory Solutions first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2022 and held it in 11 quarters.
  • Coppell Advisory Solutions's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $539K in Q4 2024.
  • 503 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.