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Coppell Advisory Solutions Corp’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.35M Buy
+16,542
New +$1.29M 0.25% 92

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2024: 16,542 shares worth $1.35M. The stake represents 0.25% of the portfolio and ranks #92 among its holdings.

903 funds tracked by Wall St. Rank hold XLC as of Q1 2024.

  • Coppell Advisory Solutions Corp held 16,542 shares of State Street Communication Services Select Sector SPDR ETF worth $1.35M as of Q1 2024.
  • State Street Communication Services Select Sector SPDR ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • State Street Communication Services Select Sector SPDR ETF made up 0.25% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #92 holding.
  • 903 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2024.

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