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Coppell Advisory Solutions’s State Street SPDR Russell 1000 Low Volatility Focus ETF ONEV Stock Holding History

Coppell Advisory Solutions’s Portfolio ONEV Stock Details ONEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$14.9K Buy
+130
New +$13.9K ﹤0.01% 830

Other funds holding ONEV

APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $914M AUM 17.4% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Coppell Advisory Solutions's ONEV Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) in Q4 2023: 130 shares worth $14.9K. The stake represents ﹤0.01% of the portfolio and ranks #830 among its holdings.

70 funds tracked by Wall St. Rank hold ONEV as of Q4 2023.

  • Coppell Advisory Solutions held 130 shares of State Street SPDR Russell 1000 Low Volatility Focus ETF worth $14.9K as of Q4 2023.
  • State Street SPDR Russell 1000 Low Volatility Focus ETF was a new Coppell Advisory Solutions position in Q4 2023.
  • State Street SPDR Russell 1000 Low Volatility Focus ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #830 holding.
  • 70 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.