Coppell Advisory Solutions Corp’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$268K Buy
8,422
+1,287
+18% +$44.7K 0.09% 170
2022
Q4
$244K Buy
+7,135
New +$241K 0.08% 153

Other funds holding XLF

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

Coppell Advisory Solutions Corp increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 18% in Q1 2023, buying an estimated $44.7K and bringing the position to 8,422 shares worth $268K. The position accounts for 0.09% of the portfolio, ranked #170.

Coppell Advisory Solutions Corp first reported a position in XLF in Q4 2022 and has held it in 2 quarters since. 1,360 funds tracked by Wall St. Rank hold XLF as of Q1 2023.

  • Coppell Advisory Solutions Corp held 8,422 shares of State Street Financial Select Sector SPDR ETF worth $268K as of Q1 2023.
  • Coppell Advisory Solutions Corp bought 1,287 State Street Financial Select Sector SPDR ETF shares in Q1 2023, an estimated $44.7K.
  • State Street Financial Select Sector SPDR ETF made up 0.09% of Coppell Advisory Solutions Corp's portfolio in Q1 2023, its #170 holding.
  • Coppell Advisory Solutions Corp first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 2 quarters since.
  • 1,360 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2023.

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