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Coppell Advisory Solutions Corp’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio XLRE Stock Details XLRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-135
Closed -$4.99K – 1110
2022
Q4 		$4.99K Buy
+135
New +$4.98K ﹤0.01% 720

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HIIFS
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Ameriprise
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PF
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2023, closing a stake of 135 shares — an estimated $4.99K sold.

Coppell Advisory Solutions Corp first reported a position in XLRE in Q4 2022 and held it in 1 quarter. The position peaked at $4.99K in Q4 2022. 586 funds tracked by Wall St. Rank hold XLRE as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 135 State Street Real Estate Select Sector SPDR ETF shares in Q1 2023, an estimated $4.99K.
  • Coppell Advisory Solutions Corp first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's State Street Real Estate Select Sector SPDR ETF position peaked at $4.99K in Q4 2022.
  • 586 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2023.

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