Coppell Advisory Solutions Corp’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$251K	Buy	+3,282	New	+$243K	0.05%	220
2023 Q1	–	Sell	-29	Closed	-$2.16K	–	1109
2022 Q4	$2.16K	Buy	+29	New	+$2.11K	﹤0.01%	837

Other funds holding XLP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Coppell Advisory Solutions Corp opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2024: 3,282 shares worth $251K. The stake represents 0.05% of the portfolio and ranks #220 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in XLP as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in XLP in Q4 2022 and has held it in 2 quarters since. 1,089 funds tracked by Wall St. Rank hold XLP as of Q1 2024.

Coppell Advisory Solutions Corp held 3,282 shares of State Street Consumer Staples Select Sector SPDR ETF worth $251K as of Q1 2024.
State Street Consumer Staples Select Sector SPDR ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
State Street Consumer Staples Select Sector SPDR ETF made up 0.05% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #220 holding.
Coppell Advisory Solutions Corp first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and has held it in 2 quarters since.
1,089 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2024.

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