Coppell Advisory Solutions Corp’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.6M	Buy	+24,951	New	+$1.52M	0.3%	79

Other funds holding SPTM

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2024: 24,951 shares worth $1.6M. The stake represents 0.3% of the portfolio and ranks #79 among its holdings.

566 funds tracked by Wall St. Rank hold SPTM as of Q1 2024.

Coppell Advisory Solutions Corp held 24,951 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.6M as of Q1 2024.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.3% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #79 holding.
566 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2024.

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