Coppell Advisory Solutions’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-144	Closed	-$6.98K	–	2090
2024 Q3	$6.98K	Hold	144	–	–	﹤0.01%	1177
2024 Q2	$6.36K	Buy	+144	New	+$6.51K	﹤0.01%	1140
2023 Q4	$6.16K	Buy	144 +90	+167%	+$3.6K	﹤0.01%	1062
2023 Q3	$2.1K	Sell	54 -90	-63%	-$3.7K	﹤0.01%	843
2023 Q2	$5.91K	Buy	+144	New	+$5.73K	﹤0.01%	818
2023 Q1	–	Sell	-54	Closed	-$2.1K	–	1107
2022 Q4	$2.1K	Buy	+54	New	+$2.07K	﹤0.01%	845

Other funds holding XLB

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Coppell Advisory Solutions's XLB Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2024, closing a stake of 144 shares — an estimated $6.98K sold.

Coppell Advisory Solutions first reported a position in XLB in Q4 2022 and held it in 6 quarters. The position peaked at $6.98K in Q3 2024. 813 funds tracked by Wall St. Rank hold XLB as of Q4 2024.

Coppell Advisory Solutions reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Coppell Advisory Solutions sold 144 State Street Materials Select Sector SPDR ETF shares in Q4 2024, an estimated $6.98K.
Coppell Advisory Solutions first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2022 and held it in 6 quarters.
Coppell Advisory Solutions's State Street Materials Select Sector SPDR ETF position peaked at $6.98K in Q3 2024.
813 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.