Coppell Advisory Solutions Corp’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,158
Closed -$111K 1111
2022
Q4
$111K Buy
+3,158
New +$107K 0.04% 213

Other funds holding XLU

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

Coppell Advisory Solutions Corp sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2023, closing a stake of 3,158 shares — an estimated $111K sold.

Coppell Advisory Solutions Corp first reported a position in XLU in Q4 2022 and held it in 1 quarter. The position peaked at $111K in Q4 2022. 1,101 funds tracked by Wall St. Rank hold XLU as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 3,158 State Street Utilities Select Sector SPDR ETF shares in Q1 2023, an estimated $111K.
  • Coppell Advisory Solutions Corp first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's State Street Utilities Select Sector SPDR ETF position peaked at $111K in Q4 2022.
  • 1,101 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2023.

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