Coppell Advisory Solutions’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-313	Closed	-$10.3K	–	1640
2024 Q4	$10.3K	Hold	313	–	–	﹤0.01%	1101
2024 Q3	$10.6K	Buy	313 +15	+5%	+$498	﹤0.01%	1065
2024 Q2	$9.7K	Buy	+298	New	+$9.65K	﹤0.01%	1013
2023 Q4	$9.78K	Sell	298 -36	-11%	-$1.14K	﹤0.01%	940
2023 Q3	$10.6K	Buy	334 +88	+36%	+$2.8K	﹤0.01%	599
2023 Q2	$7.88K	Buy	+246	New	+$7.94K	﹤0.01%	749
2023 Q1	–	Sell	-334	Closed	-$10.6K	–	942
2022 Q4	$10.6K	Buy	+334	New	+$10.6K	﹤0.01%	603

Other funds holding SPIB

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCWA

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2025, closing a stake of 313 shares — an estimated $10.3K sold.

Coppell Advisory Solutions first reported a position in SPIB in Q4 2022 and held it in 7 quarters. The position peaked at $10.6K in Q3 2023. 559 funds tracked by Wall St. Rank hold SPIB as of Q1 2025.

Coppell Advisory Solutions reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 313 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2025, an estimated $10.3K.
Coppell Advisory Solutions first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $10.6K in Q3 2023.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2025.

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