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Coppell Advisory Solutions Corp’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio SPBO Stock Details SPBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$298K Buy
+10,220
New +$297K 0.06% 192
2023
Q1 		– Sell
-1,460
Closed -$41.4K – 939
2022
Q4 		$41.4K Buy
+1,460
New +$41.1K 0.01% 391

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DJSG
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Bank of America
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CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2024: 10,220 shares worth $298K. The stake represents 0.06% of the portfolio and ranks #192 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in SPBO as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in SPBO in Q4 2022 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold SPBO as of Q1 2024.

  • Coppell Advisory Solutions Corp held 10,220 shares of State Street SPDR Portfolio Corporate Bond ETF worth $298K as of Q1 2024.
  • State Street SPDR Portfolio Corporate Bond ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.06% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #192 holding.
  • Coppell Advisory Solutions Corp first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2022 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2024.

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