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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.27M	Buy	+37,291	New	+$2.23M	0.1%	162
2026 Q1	–	Sell	-21,216	Closed	-$1.21M	–	311
2025 Q4	$1.21M	Sell	21,216 -17,346	-45%	-$975K	0.12%	150
2025 Q3	$2.13M	Buy	38,562 +8,260	+27%	+$445K	0.23%	95
2025 Q2	$1.58M	Buy	+30,302	New	+$1.51M	0.19%	119
2025 Q1	–	Sell	-8,089	Closed	-$413K	–	1652
2024 Q4	$413K	Buy	8,089 +1,937	+31%	+$103K	0.06%	186
2024 Q3	$324K	Sell	6,152 -956	-13%	-$48.7K	0.05%	210
2024 Q2	$346K	Buy	+7,108	New	+$347K	0.06%	191
2023 Q4	$626K	Buy	13,419 +7,444	+125%	+$321K	0.12%	143
2023 Q3	$232K	Sell	5,975 -6,089	-50%	-$264K	0.08%	150
2023 Q2	$516K	Buy	12,064 +400	+3%	+$16.5K	0.15%	119
2023 Q1	$469K	Buy	11,664 +5,689	+95%	+$231K	0.15%	128
2022 Q4	$232K	Buy	+5,975	New	+$229K	0.08%	154
2020 Q4	$387K	Buy	+11,261	New	+$366K	0.2%	120

Other funds holding SPYV

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Coppell Advisory Solutions opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 37,291 shares worth $1.27M. The stake represents 0.1% of the portfolio and ranks #162 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in SPYV as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in SPYV in Q4 2020 and has held it in 13 quarters since. The position peaked at $2.13M in Q3 2025. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Coppell Advisory Solutions held 37,291 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $1.27M as of Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new Coppell Advisory Solutions position in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.1% of Coppell Advisory Solutions's portfolio in Q2 2026, its #162 holding.
Coppell Advisory Solutions first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2020 and has held it in 13 quarters since.
Coppell Advisory Solutions's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $2.13M in Q3 2025.
1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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