CASC
SPYM

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

Coppell Advisory Solutions Corp’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$2.27M Buy
+36,876
New +$2.16M 0.43% 55

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2024: 36,876 shares worth $2.27M. The stake represents 0.43% of the portfolio and ranks #55 among its holdings.

974 funds tracked by Wall St. Rank hold SPYM as of Q1 2024.

  • Coppell Advisory Solutions Corp held 36,876 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.27M as of Q1 2024.
  • State Street SPDR Portfolio S&P 500 ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.43% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #55 holding.
  • 974 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2024.

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