Coppell Advisory Solutions Corp’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$922K	Buy	+21,902	New	+$918K	0.17%	116
2023 Q1	$513K	Buy	12,406 +473	+4%	+$19.7K	0.17%	125
2022 Q4	$488K	Buy	+11,933	New	+$491K	0.17%	116

Other funds holding SRLN

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

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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

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

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

Coppell Advisory Solutions Corp opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q1 2024: 21,902 shares worth $922K. The stake represents 0.17% of the portfolio and ranks #116 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in SRLN as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in SRLN in Q4 2022 and has held it in 3 quarters since. 479 funds tracked by Wall St. Rank hold SRLN as of Q1 2024.

Coppell Advisory Solutions Corp held 21,902 shares of State Street Blackstone Senior Loan ETF worth $922K as of Q1 2024.
State Street Blackstone Senior Loan ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
State Street Blackstone Senior Loan ETF made up 0.17% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #116 holding.
Coppell Advisory Solutions Corp first reported a position in State Street Blackstone Senior Loan ETF in Q4 2022 and has held it in 3 quarters since.
479 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2024.

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