5L
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55I LLC’s State Street US Sector Rotation ETF XLSR Stock Holding History

55I LLC’s Portfolio XLSR Stock Details XLSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-8,112
Closed -$296K – 300
2020
Q3 		$296K Buy
+8,112
New +$288K 0.03% 218

Other funds holding XLSR

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

55I LLC's XLSR Position: Q4 2020 in Review

55I LLC sold out of State Street US Sector Rotation ETF (XLSR) in Q4 2020, closing a stake of 8,112 shares — an estimated $296K sold.

55I LLC first reported a position in XLSR in Q3 2020 and held it in 1 quarter. The position peaked at $296K in Q3 2020. 26 funds tracked by Wall St. Rank hold XLSR as of Q4 2020.

  • 55I LLC reported no remaining State Street US Sector Rotation ETF position as of Q4 2020 after selling out during the quarter.
  • 55I LLC sold 8,112 State Street US Sector Rotation ETF shares in Q4 2020, an estimated $296K.
  • 55I LLC first reported a position in State Street US Sector Rotation ETF in Q3 2020 and held it in 1 quarter.
  • 55I LLC's State Street US Sector Rotation ETF position peaked at $296K in Q3 2020.
  • 26 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q4 2020.

Based on 55I LLC's 13F filing for Q4 2020, filed 16 Feb 2021.