Coppell Advisory Solutions Corp’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$208K	Buy	+1,479	New	+$198K	0.04%	251
2023 Q1	–	Sell	-1,375	Closed	-$151K	–	1100
2022 Q4	$151K	Buy	+1,375	New	+$145K	0.05%	186

Other funds holding XAR

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

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

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

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

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

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

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2024: 1,479 shares worth $208K. The stake represents 0.04% of the portfolio and ranks #251 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in XAR as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in XAR in Q4 2022 and has held it in 2 quarters since. 334 funds tracked by Wall St. Rank hold XAR as of Q1 2024.

Coppell Advisory Solutions Corp held 1,479 shares of State Street SPDR S&P Aerospace & Defense ETF worth $208K as of Q1 2024.
State Street SPDR S&P Aerospace & Defense ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
State Street SPDR S&P Aerospace & Defense ETF made up 0.04% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #251 holding.
Coppell Advisory Solutions Corp first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2022 and has held it in 2 quarters since.
334 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2024.

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