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 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 $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026, closing a stake of 231,181 shares — an estimated $18.1M sold.

Coppell Advisory Solutions first reported a position in SPYM in Q2 2023 and held it in 9 quarters. The position peaked at $18.1M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Coppell Advisory Solutions reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 231,181 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $18.1M.
Coppell Advisory Solutions first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and held it in 9 quarters.
Coppell Advisory Solutions's State Street SPDR Portfolio S&P 500 ETF position peaked at $18.1M in Q4 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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