Coppell Advisory Solutions’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
MMH
Coppell Advisory Solutions's XLU Position: Q1 2025 in Review
Coppell Advisory Solutions sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2025, closing a stake of 2,744 shares — an estimated $104K sold.
Coppell Advisory Solutions first reported a position in XLU in Q4 2020 and held it in 8 quarters. The position peaked at $978K in Q4 2020. 1,357 funds tracked by Wall St. Rank hold XLU as of Q1 2025.
- Coppell Advisory Solutions reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
- Coppell Advisory Solutions sold 2,744 State Street Utilities Select Sector SPDR ETF shares in Q1 2025, an estimated $104K.
- Coppell Advisory Solutions first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and held it in 8 quarters.
- Coppell Advisory Solutions's State Street Utilities Select Sector SPDR ETF position peaked at $978K in Q4 2020.
- 1,357 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2025.
Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.