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Coppell Advisory Solutions Corp’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio XHE Stock Details XHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-50
Closed -$4.5K – 1104
2022
Q4 		$4.5K Buy
+50
New +$4.4K ﹤0.01% 733

Other funds holding XHE

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Coppell Advisory Solutions Corp's XHE Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2023, closing a stake of 50 shares — an estimated $4.5K sold.

Coppell Advisory Solutions Corp first reported a position in XHE in Q4 2022 and held it in 1 quarter. The position peaked at $4.5K in Q4 2022. 108 funds tracked by Wall St. Rank hold XHE as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 50 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2023, an estimated $4.5K.
  • Coppell Advisory Solutions Corp first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's State Street SPDR S&P Health Care Equipment ETF position peaked at $4.5K in Q4 2022.
  • 108 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.