Coppell Advisory Solutions’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-35	Closed	-$887	–	1639
2024 Q4	$887	Sell	35 -32	-48%	-$824	﹤0.01%	1687
2024 Q3	$1.76K	Sell	67 -67	-50%	-$1.73K	﹤0.01%	1466
2024 Q2	$3.41K	Buy	+134	New	+$3.39K	﹤0.01%	1279
2023 Q4	$32.7K	Sell	1,278 -126	-9%	-$3.15K	0.01%	594
2023 Q3	$36.2K	Buy	1,404 +414	+42%	+$10.5K	0.01%	405
2023 Q2	$25.5K	Buy	+990	New	+$25.9K	0.01%	516
2023 Q1	–	Sell	-1,404	Closed	-$36.2K	–	941
2022 Q4	$36.2K	Buy	+1,404	New	+$36.2K	0.01%	409

Other funds holding SPIP

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

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

Coppell Advisory Solutions sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2025, closing a stake of 35 shares — an estimated $887 sold.

Coppell Advisory Solutions first reported a position in SPIP in Q4 2022 and held it in 7 quarters. The position peaked at $36.2K in Q3 2023. 218 funds tracked by Wall St. Rank hold SPIP as of Q1 2025.

Coppell Advisory Solutions reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 35 State Street SPDR Portfolio TIPS ETF shares in Q1 2025, an estimated $887.
Coppell Advisory Solutions first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's State Street SPDR Portfolio TIPS ETF position peaked at $36.2K in Q3 2023.
218 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2025.

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