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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$424K	Buy	+8,463	New	+$403K	0.08%	164
2023 Q1	$469K	Buy	11,664 +5,689	+95%	+$231K	0.15%	128
2022 Q4	$232K	Buy	+5,975	New	+$229K	0.08%	154

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

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

Coppell Advisory Solutions Corp opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2024: 8,463 shares worth $424K. The stake represents 0.08% of the portfolio and ranks #164 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in SPYV as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in SPYV in Q4 2022 and has held it in 3 quarters since. The position peaked at $469K in Q1 2023. 855 funds tracked by Wall St. Rank hold SPYV as of Q1 2024.

Coppell Advisory Solutions Corp held 8,463 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $424K as of Q1 2024.
State Street SPDR Portfolio S&P 500 Value ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.08% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #164 holding.
Coppell Advisory Solutions Corp first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2022 and has held it in 3 quarters since.
Coppell Advisory Solutions Corp's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $469K in Q1 2023.
855 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2024.

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