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 Q2	$3.39M	Buy	+32,554	New	+$3.72M	0.28%	73
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Coppell Advisory Solutions opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 32,554 shares worth $3.39M. The stake represents 0.28% of the portfolio and ranks #73 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in SPYG as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in SPYG in Q4 2020 and has held it in 14 quarters since. The position peaked at $4.43M in Q2 2025. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Coppell Advisory Solutions held 32,554 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.39M as of Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Coppell Advisory Solutions position in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.28% of Coppell Advisory Solutions's portfolio in Q2 2026, its #73 holding.
Coppell Advisory Solutions first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2020 and has held it in 14 quarters since.
Coppell Advisory Solutions's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.43M in Q2 2025.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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