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Coppell Advisory Solutions’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Coppell Advisory Solutions’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-29,006
Closed -$3.12M – 310
2025
Q4 		$3.12M Sell
29,006
-12,740
-31% -$1.35M 0.31% 67
2025
Q3 		$4.34M Sell
41,746
-5,041
-11% -$502K 0.46% 40
2025
Q2 		$4.43M Buy
46,787
+18,673
+66% +$1.6M 0.53% 36
2025
Q1 		$2.31M Sell
28,114
-3,505
-11% -$306K 0.32% 64
2024
Q4 		$2.8M Sell
31,619
-3,837
-11% -$332K 0.39% 49
2024
Q3 		$2.92M Sell
35,456
-1,102
-3% -$88.1K 0.43% 49
2024
Q2 		$2.93M Buy
+36,558
New +$2.73M 0.48% 41
2023
Q4 		$3.22M Buy
49,533
+36,428
+278% +$2.25M 0.64% 31
2023
Q3 		$664K Sell
13,105
-13,354
-50% -$818K 0.23% 97
2023
Q2 		$1.59M Buy
26,459
+6,173
+30% +$354K 0.45% 53
2023
Q1 		$1.11M Buy
20,286
+7,181
+55% +$380K 0.36% 74
2022
Q4 		$664K Buy
+13,105
New +$682K 0.22% 99
2020
Q4 		$799K Buy
+14,459
New +$760K 0.4% 67

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026, closing a stake of 29,006 shares — an estimated $3.12M sold.

Coppell Advisory Solutions first reported a position in SPYG in Q4 2020 and held it in 13 quarters. The position peaked at $4.43M in Q2 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 29,006 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $3.12M.
  • Coppell Advisory Solutions first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and held it in 13 quarters.
  • Coppell Advisory Solutions's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.43M in Q2 2025.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

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