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Coppell Advisory Solutions Corp’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$728K Buy
+28,800
New +$728K 0.14% 129
2023
Q1 		$1.62M Sell
63,043
-31,178
-33% -$798K 0.53% 44
2022
Q4 		$2.37M Buy
+94,221
New +$2.36M 0.8% 31

Other funds holding SPAB

LPL Financial
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Coppell Advisory Solutions Corp's SPAB Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2024: 28,800 shares worth $728K. The stake represents 0.14% of the portfolio and ranks #129 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in SPAB as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in SPAB in Q4 2022 and has held it in 3 quarters since. The position peaked at $2.37M in Q4 2022. 439 funds tracked by Wall St. Rank hold SPAB as of Q1 2024.

  • Coppell Advisory Solutions Corp held 28,800 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $728K as of Q1 2024.
  • State Street SPDR Portfolio Aggregate Bond ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.14% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #129 holding.
  • Coppell Advisory Solutions Corp first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and has held it in 3 quarters since.
  • Coppell Advisory Solutions Corp's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.37M in Q4 2022.
  • 439 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.