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Able Wealth Management’s State Street US Sector Rotation ETF XLSR Stock Holding History

Able Wealth Management’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
2024
Q1 		– Sell
-429
Closed -$19.6K – 586
2023
Q4 		$19.6K Buy
+429
New +$18.4K 0.02% 203

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Able Wealth Management's XLSR Position: Q1 2024 in Review

Able Wealth Management sold out of State Street US Sector Rotation ETF (XLSR) in Q1 2024, closing a stake of 429 shares — an estimated $19.6K sold.

Able Wealth Management first reported a position in XLSR in Q4 2023 and held it in 1 quarter. The position peaked at $19.6K in Q4 2023. 88 funds tracked by Wall St. Rank hold XLSR as of Q1 2024.

  • Able Wealth Management reported no remaining State Street US Sector Rotation ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 429 State Street US Sector Rotation ETF shares in Q1 2024, an estimated $19.6K.
  • Able Wealth Management first reported a position in State Street US Sector Rotation ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's State Street US Sector Rotation ETF position peaked at $19.6K in Q4 2023.
  • 88 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.