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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-610	Closed	-$13.6K	–	1641
2024 Q4	$13.6K	Buy	610 +496	+435%	+$11.5K	﹤0.01%	1003
2024 Q3	$2.76K	Hold	114	–	–	﹤0.01%	1386
2024 Q2	$2.57K	Buy	+114	New	+$2.57K	﹤0.01%	1347
2023 Q4	$2.71K	Sell	114 -118	-51%	-$2.58K	﹤0.01%	1233
2023 Q3	$5.21K	Buy	232 +68	+41%	+$1.52K	﹤0.01%	708
2023 Q2	$3.77K	Buy	+164	New	+$3.8K	﹤0.01%	911
2023 Q1	–	Sell	-232	Closed	-$5.21K	–	943
2022 Q4	$5.21K	Buy	+232	New	+$5.17K	﹤0.01%	713

Other funds holding SPLB

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

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) in Q1 2025, closing a stake of 610 shares — an estimated $13.6K sold.

Coppell Advisory Solutions first reported a position in SPLB in Q4 2022 and held it in 7 quarters. The position peaked at $13.6K in Q4 2024. 167 funds tracked by Wall St. Rank hold SPLB as of Q1 2025.

Coppell Advisory Solutions reported no remaining State Street SPDR Portfolio Long Term Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 610 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2025, an estimated $13.6K.
Coppell Advisory Solutions first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $13.6K in Q4 2024.
167 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2025.

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