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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-9,689	Closed	-$822K	–	1105
2022 Q4	$822K	Buy	+9,689	New	+$852K	0.28%	85

Other funds holding XHS

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

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

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

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

OCM

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Coppell Advisory Solutions Corp sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q1 2023, closing a stake of 9,689 shares — an estimated $822K sold.

Coppell Advisory Solutions Corp first reported a position in XHS in Q4 2022 and held it in 1 quarter. The position peaked at $822K in Q4 2022. 49 funds tracked by Wall St. Rank hold XHS as of Q1 2023.

Coppell Advisory Solutions Corp reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q1 2023 after selling out during the quarter.
Coppell Advisory Solutions Corp sold 9,689 State Street SPDR S&P Health Care Services ETF shares in Q1 2023, an estimated $822K.
Coppell Advisory Solutions Corp first reported a position in State Street SPDR S&P Health Care Services ETF in Q4 2022 and held it in 1 quarter.
Coppell Advisory Solutions Corp's State Street SPDR S&P Health Care Services ETF position peaked at $822K in Q4 2022.
49 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q1 2023.

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