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Coppell Advisory Solutions’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Coppell Advisory Solutions’s Portfolio SPTI Stock Details SPTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,418
Closed -$39.6K – 1649
2024
Q4 		$39.6K Hold
1,418
– – 0.01% 660
2024
Q3 		$41.3K Sell
1,418
-24
-2% -$689 0.01% 610
2024
Q2 		$40.4K Buy
+1,442
New +$40.1K 0.01% 549
2023
Q4 		$9.63K Buy
337
+23
+7% +$638 ﹤0.01% 945
2023
Q3 		$8.87K Hold
314
– – ﹤0.01% 624
2023
Q2 		$8.88K Buy
+314
New +$9.03K ﹤0.01% 727
2023
Q1 		– Sell
-314
Closed -$8.87K – 946
2022
Q4 		$8.87K Buy
+314
New +$8.86K ﹤0.01% 633

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return