Coppell Advisory Solutions Corp’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$5.14M	Buy	+9,833	New	+$4.9M	0.97%	20
2023 Q1	$1.31M	Buy	3,240 +1,096	+51%	+$437K	0.43%	63
2022 Q4	$820K	Buy	+2,144	New	+$824K	0.28%	86

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2024: 9,833 shares worth $5.14M. The stake represents 0.97% of the portfolio and ranks #20 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in SPY as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in SPY in Q4 2022 and has held it in 3 quarters since. 3,692 funds tracked by Wall St. Rank hold SPY as of Q1 2024.

Coppell Advisory Solutions Corp held 9,833 shares of State Street SPDR S&P 500 ETF Trust worth $5.14M as of Q1 2024.
State Street SPDR S&P 500 ETF Trust was a new Coppell Advisory Solutions Corp position in Q1 2024.
State Street SPDR S&P 500 ETF Trust made up 0.97% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #20 holding.
Coppell Advisory Solutions Corp first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 3 quarters since.
3,692 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2024.

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