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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q1 2025, closing a stake of 1,418 shares — an estimated $39.6K sold.

Coppell Advisory Solutions first reported a position in SPTI in Q4 2022 and held it in 7 quarters. The position peaked at $41.3K in Q3 2024. 367 funds tracked by Wall St. Rank hold SPTI as of Q1 2025.

Coppell Advisory Solutions reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 1,418 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q1 2025, an estimated $39.6K.
Coppell Advisory Solutions first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $41.3K in Q3 2024.
367 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q1 2025.

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