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Coppell Advisory Solutions Corp’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio SPTL Stock Details SPTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$284K Buy
+10,177
New +$284K 0.05% 200
2023
Q1 		– Sell
-14,403
Closed -$418K – 947
2022
Q4 		$418K Buy
+14,403
New +$422K 0.14% 121

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q1 2024: 10,177 shares worth $284K. The stake represents 0.05% of the portfolio and ranks #200 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in SPTL as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in SPTL in Q4 2022 and has held it in 2 quarters since. The position peaked at $418K in Q4 2022. 391 funds tracked by Wall St. Rank hold SPTL as of Q1 2024.

  • Coppell Advisory Solutions Corp held 10,177 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $284K as of Q1 2024.
  • State Street SPDR Portfolio Long Term Treasury ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.05% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #200 holding.
  • Coppell Advisory Solutions Corp first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2022 and has held it in 2 quarters since.
  • Coppell Advisory Solutions Corp's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $418K in Q4 2022.
  • 391 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2024.

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