Coppell Advisory Solutions Corp’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio SPHY Stock Details SPHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$204K	Buy	+8,687	New	+$203K	0.04%	256
2023 Q1	$673K	Buy	29,660 +28,872	+3,664%	+$658K	0.22%	108
2022 Q4	$17.6K	Buy	+788	New	+$17.6K	0.01%	518

Other funds holding SPHY

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2024: 8,687 shares worth $204K. The stake represents 0.04% of the portfolio and ranks #256 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in SPHY as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in SPHY in Q4 2022 and has held it in 3 quarters since. The position peaked at $673K in Q1 2023. 307 funds tracked by Wall St. Rank hold SPHY as of Q1 2024.

Coppell Advisory Solutions Corp held 8,687 shares of State Street SPDR Portfolio High Yield Bond ETF worth $204K as of Q1 2024.
State Street SPDR Portfolio High Yield Bond ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
State Street SPDR Portfolio High Yield Bond ETF made up 0.04% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #256 holding.
Coppell Advisory Solutions Corp first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2022 and has held it in 3 quarters since.
Coppell Advisory Solutions Corp's State Street SPDR Portfolio High Yield Bond ETF position peaked at $673K in Q1 2023.
307 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2024.

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