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Coppell Advisory Solutions’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Coppell Advisory Solutions’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,882
Closed -$404K – 419
2025
Q3 		$404K Sell
2,882
-1,050
-27% -$139K 0.04% 279
2025
Q2 		$493K Buy
+3,932
New +$436K 0.06% 242
2025
Q1 		– Sell
-438
Closed -$51.3K – 1909
2024
Q4 		$51.3K Buy
438
+238
+119% +$27.7K 0.01% 574
2024
Q3 		$22.5K Buy
200
+52
+35% +$5.71K ﹤0.01% 824
2024
Q2 		$16.7K Buy
+148
New +$15.6K ﹤0.01% 853
2023
Q4 		$53.3K Buy
+554
New +$49.3K 0.01% 476
2023
Q3 		– Sell
-74
Closed -$6.33K – 1580
2023
Q2 		$6.33K Buy
+74
New +$5.83K ﹤0.01% 803

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return