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Coppell Advisory Solutions’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Coppell Advisory Solutions’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,744
Closed -$104K – 1911
2024
Q4 		$104K Buy
2,744
+40
+1% +$1.59K 0.01% 409
2024
Q3 		$109K Sell
2,704
-190
-7% -$7.05K 0.02% 384
2024
Q2 		$98.6K Buy
+2,894
New +$99.4K 0.02% 365
2023
Q4 		$114K Buy
3,606
+448
+14% +$13.7K 0.02% 346
2023
Q3 		$111K Buy
3,158
+384
+14% +$12.4K 0.04% 210
2023
Q2 		$89.8K Buy
+2,774
New +$93.4K 0.03% 279
2023
Q1 		– Sell
-3,158
Closed -$111K – 1111
2022
Q4 		$111K Buy
+3,158
New +$107K 0.04% 213
2020
Q4 		$978K Buy
+31,198
New +$987K 0.49% 53

Other funds holding XLU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return