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Coppell Advisory Solutions Corp’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio SPEM Stock Details SPEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$627K Buy
+17,322
New +$609K 0.12% 137
2023
Q1 		$683K Buy
19,958
+16,030
+408% +$551K 0.22% 107
2022
Q4 		$129K Buy
+3,928
New +$127K 0.04% 199

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q1 2024: 17,322 shares worth $627K. The stake represents 0.12% of the portfolio and ranks #137 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in SPEM as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in SPEM in Q4 2022 and has held it in 3 quarters since. The position peaked at $683K in Q1 2023. 714 funds tracked by Wall St. Rank hold SPEM as of Q1 2024.

  • Coppell Advisory Solutions Corp held 17,322 shares of State Street SPDR Portfolio Emerging Markets ETF worth $627K as of Q1 2024.
  • State Street SPDR Portfolio Emerging Markets ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.12% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #137 holding.
  • Coppell Advisory Solutions Corp first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2022 and has held it in 3 quarters since.
  • Coppell Advisory Solutions Corp's State Street SPDR Portfolio Emerging Markets ETF position peaked at $683K in Q1 2023.
  • 714 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2024.

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