Coppell Advisory Solutions’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Coppell Advisory Solutions’s Portfolio SPAB Stock Details SPAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-28,481	Closed	-$737K	–	413
2025 Q3	$737K	Sell	28,481 -30,804	-52%	-$788K	0.08%	199
2025 Q2	$1.51M	Buy	59,285 +32,457	+121%	+$821K	0.18%	125
2025 Q1	$686K	Buy	26,828 +4,992	+23%	+$126K	0.1%	177
2024 Q4	$547K	Sell	21,836 -1,245	-5%	-$31.7K	0.08%	162
2024 Q3	$605K	Sell	23,081 -2,285	-9%	-$58.9K	0.09%	154
2024 Q2	$636K	Buy	+25,366	New	+$632K	0.11%	139
2023 Q4	$1.2M	Sell	46,835 -47,386	-50%	-$1.17M	0.24%	92
2023 Q3	$2.37M	Buy	94,221 +37,229	+65%	+$928K	0.81%	30
2023 Q2	$1.44M	Sell	56,992 -6,051	-10%	-$155K	0.41%	62
2023 Q1	$1.62M	Sell	63,043 -31,178	-33%	-$798K	0.53%	44
2022 Q4	$2.37M	Buy	+94,221	New	+$2.36M	0.8%	31
2020 Q4	$1.77M	Buy	+57,568	New	+$1.77M	0.89%	26

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Coppell Advisory Solutions's SPAB Position: Q4 2025 in Review

Coppell Advisory Solutions sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2025, closing a stake of 28,481 shares — an estimated $737K sold.

Coppell Advisory Solutions first reported a position in SPAB in Q4 2020 and held it in 12 quarters. The position peaked at $2.37M in Q3 2023. 527 funds tracked by Wall St. Rank hold SPAB as of Q4 2025.

Coppell Advisory Solutions reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 28,481 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2025, an estimated $737K.
Coppell Advisory Solutions first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and held it in 12 quarters.
Coppell Advisory Solutions's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.37M in Q3 2023.
527 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2025.

Based on Coppell Advisory Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.