Coppell Advisory Solutions’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6,111	Closed	-$175K	–	1633
2024 Q4	$175K	Sell	6,111 -1,975	-24%	-$57.7K	0.02%	303
2024 Q3	$243K	Sell	8,086 -81	-1%	-$2.39K	0.04%	245
2024 Q2	$234K	Buy	+8,167	New	+$234K	0.04%	229
2023 Q4	$365K	Buy	12,395 +10,935	+749%	+$306K	0.07%	183
2023 Q3	$41.4K	Buy	1,460 +894	+158%	+$25.3K	0.01%	389
2023 Q2	$16.3K	Buy	+566	New	+$16.4K	﹤0.01%	603
2023 Q1	–	Sell	-1,460	Closed	-$41.4K	–	939
2022 Q4	$41.4K	Buy	+1,460	New	+$41.1K	0.01%	391

Other funds holding SPBO

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Coppell Advisory Solutions's SPBO Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q1 2025, closing a stake of 6,111 shares — an estimated $175K sold.

Coppell Advisory Solutions first reported a position in SPBO in Q4 2022 and held it in 7 quarters. The position peaked at $365K in Q4 2023. 162 funds tracked by Wall St. Rank hold SPBO as of Q1 2025.

Coppell Advisory Solutions reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 6,111 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2025, an estimated $175K.
Coppell Advisory Solutions first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's State Street SPDR Portfolio Corporate Bond ETF position peaked at $365K in Q4 2023.
162 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.