SPAB SPDR SER TR

Ownership history in Coppell Advisory Solutions LLC  ·  11 quarters on record

AI Ownership Summary

Coppell Advisory Solutions LLC reported SPDR SER TR (SPAB) in 11 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.81% in 2023 Q3. The latest visible filing shows SPAB at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPAB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coppell Advisory Solutions LLC's position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SPAB was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Coppell Advisory Solutions LLC held SPAB — position size vs. price
% of Fund (quarterly)    SPAB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 28,481 -30,804 -52.0% 0.08% $737K 2025-11-14 $25.45
2025 Q2 ADDED 59,285 +32,457 +121.0% 0.27% $1.5M 2025-08-14 $24.97
2025 Q1 ADDED 26,828 +4,992 +22.9% 0.10% $686K 2025-05-16 $24.37
2024 Q4 REDUCED 21,836 -1,245 -5.4% 0.08% $547K 2025-02-14 $24.15
2024 Q3 REDUCED 23,081 -2,285 -9.0% 0.09% $605K 2024-11-14 $23.91
2024 Q2 REDUCED 25,366 -21,469 -45.8% 0.10% $636K 2024-08-15 $24.23
2023 Q4 REDUCED 46,835 -47,386 -50.3% 0.24% $1.2M 2024-02-14 $23.11
2023 Q3 ADDED 94,221 +37,229 +65.3% 0.81% $2.4M 2023-11-14 $22.44
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Coppell Advisory Solutions LLC and SPAB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coppell Advisory Solutions LLC reported owning SPAB?

Coppell Advisory Solutions LLC reported SPAB across 8 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported SPAB position in Coppell Advisory Solutions LLC's portfolio?

The largest reported portfolio weight for SPAB was 0.81% in 2023 Q3.

What is the latest reported SPAB position on this page?

The most recent filing on this page is 2025 Q3, when Coppell Advisory Solutions LLC reported 28,481 shares, equal to 0.08% of portfolio, with an estimated market value of $737K.

What does the chart on this SPAB ownership page compare?

The chart compares Coppell Advisory Solutions LLC's quarterly SPAB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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