CASC
SPDW icon

Coppell Advisory Solutions Corp’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$636K Buy
+17,745
New +$610K 0.12% 136

Other funds holding SPDW

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2024: 17,745 shares worth $636K. The stake represents 0.12% of the portfolio and ranks #136 among its holdings.

850 funds tracked by Wall St. Rank hold SPDW as of Q1 2024.

  • Coppell Advisory Solutions Corp held 17,745 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $636K as of Q1 2024.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.12% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #136 holding.
  • 850 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2024.

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