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Coppell Advisory Solutions’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Coppell Advisory Solutions’s Portfolio SPTS Stock Details SPTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,002
Closed -$29K – 1650
2024
Q4 		$29K Hold
1,002
– – ﹤0.01% 749
2024
Q3 		$29.5K Buy
1,002
+173
+21% +$5.05K ﹤0.01% 716
2024
Q2 		$23.9K Buy
+829
New +$23.9K ﹤0.01% 709
2023
Q4 		$3.57K Buy
+123
New +$3.54K ﹤0.01% 1182
2023
Q3 		– Sell
-123
Closed -$3.54K – 1513
2023
Q2 		$3.54K Buy
+123
New +$3.57K ﹤0.01% 924

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2025, closing a stake of 1,002 shares — an estimated $29K sold.

Coppell Advisory Solutions first reported a position in SPTS in Q2 2023 and held it in 5 quarters. The position peaked at $29.5K in Q3 2024. 380 funds tracked by Wall St. Rank hold SPTS as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,002 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2025, an estimated $29K.
  • Coppell Advisory Solutions first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $29.5K in Q3 2024.
  • 380 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2025.

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