Coppell Advisory Solutions’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9,689	Closed	-$822K	–	1878
2023 Q3	$822K	Buy	+9,689	New	+$870K	0.28%	84
2023 Q1	–	Sell	-9,689	Closed	-$822K	–	1105
2022 Q4	$822K	Buy	+9,689	New	+$852K	0.28%	85

Other funds holding XHS

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

Coppell Advisory Solutions's XHS Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q4 2023, closing a stake of 9,689 shares — an estimated $822K sold.

Coppell Advisory Solutions first reported a position in XHS in Q4 2022 and held it in 2 quarters. The position peaked at $822K in Q3 2023. 46 funds tracked by Wall St. Rank hold XHS as of Q4 2023.

Coppell Advisory Solutions reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q4 2023 after selling out during the quarter.
Coppell Advisory Solutions sold 9,689 State Street SPDR S&P Health Care Services ETF shares in Q4 2023, an estimated $822K.
Coppell Advisory Solutions first reported a position in State Street SPDR S&P Health Care Services ETF in Q4 2022 and held it in 2 quarters.
Coppell Advisory Solutions's State Street SPDR S&P Health Care Services ETF position peaked at $822K in Q3 2023.
46 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.