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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29.4M	Buy	+583,394	New	+$49.8M	2.43%	6
2026 Q1	–	Sell	-231,181	Closed	-$18.1M	–	304
2025 Q4	$18.1M	Buy	231,181 +39,529	+21%	+$3.14M	1.79%	12
2025 Q3	$15M	Buy	191,652 +19,978	+12%	+$1.51M	1.59%	12
2025 Q2	$12.4M	Buy	171,674 +29,640	+21%	+$1.99M	1.47%	15
2025 Q1	$9.26M	Buy	142,034 +46,274	+48%	+$3.2M	1.28%	16
2024 Q4	$6.63M	Buy	95,760 +28,043	+41%	+$1.94M	0.93%	17
2024 Q3	$4.55M	Buy	67,717 +19,073	+39%	+$1.24M	0.67%	31
2024 Q2	$3.11M	Buy	+48,644	New	+$2.99M	0.51%	37
2023 Q4	$1.67M	Buy	+29,919	New	+$1.57M	0.33%	73
2023 Q3	–	Sell	-4,169	Closed	-$215K	–	1512
2023 Q2	$215K	Buy	+4,169	New	+$206K	0.06%	183

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

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

Coppell Advisory Solutions opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 583,394 shares worth $29.4M. The stake represents 2.43% of the portfolio and ranks #6 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in SPYM as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in SPYM in Q2 2023 and has held it in 10 quarters since. 1,732 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Coppell Advisory Solutions held 583,394 shares of State Street SPDR Portfolio S&P 500 ETF worth $29.4M as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Coppell Advisory Solutions position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 2.43% of Coppell Advisory Solutions's portfolio in Q2 2026, its #6 holding.
Coppell Advisory Solutions first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 10 quarters since.
1,732 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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