SPMD β€” SPDR SERIES TRUST PORTFOLIO S&P 400 MID CAP ETF

Ownership history in Coppell Advisory Solutions LLC  Β·  6 quarters on record

AI Ownership Summary

Coppell Advisory Solutions LLC reported SPDR SERIES TRUST PORTFOLIO S&P 400 MID CAP ETF (SPMD) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.12% in 2025 Q2. The latest visible filing shows SPMD at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coppell Advisory Solutions LLC's position in SPDR SERIES TRUST PORTFOLIO S&P 400 MID CAP ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SPMD was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Coppell Advisory Solutions LLC held SPMD β€” position size vs. price
% of Fund (quarterly)    SPMD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 9,659 -2,829 -22.7% 0.06% $552K 2025-11-14 $55.88
2025 Q2 ADDED 12,488 +11,556 +1239.9% 0.12% $679K 2025-08-14 $55.41
2024 Q4 ADDED 932 +862 +1231.4% 0.01% $51K 2025-02-14 $55.11
2024 Q3 UNCHANGED 70 β€” 0% 0.00% $4K 2024-11-14 $55.70
2024 Q2 REDUCED 70 -1,452 -95.4% 0.00% $4K 2024-08-15 $51.50
2023 Q4 INITIATED 1,522 β€” β€” 0.01% $74K 2024-02-14 $47.62

FAQ About Coppell Advisory Solutions LLC and SPMD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coppell Advisory Solutions LLC reported owning SPMD?

Coppell Advisory Solutions LLC reported SPMD across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported SPMD position in Coppell Advisory Solutions LLC's portfolio?

The largest reported portfolio weight for SPMD was 0.12% in 2025 Q2.

What is the latest reported SPMD position on this page?

The most recent filing on this page is 2025 Q3, when Coppell Advisory Solutions LLC reported 9,659 shares, equal to 0.06% of portfolio, with an estimated market value of $552K.

What does the chart on this SPMD ownership page compare?

The chart compares Coppell Advisory Solutions LLC's quarterly SPMD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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