AssetMark Inc
XLSR icon

AssetMark Inc’s State Street US Sector Rotation ETF XLSR Stock Holding History

AssetMark Inc’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
2021
Q1 		– Sell
-370
Closed -$15K – 1556
2020
Q4 		$15K Buy
+370
New +$14.2K ﹤0.01% 876

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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
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFWM
Future Financial Wealth Management Cincinnati, Ohio $155M AUM 13% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

AssetMark Inc's XLSR Position: Q1 2021 in Review

AssetMark Inc sold out of State Street US Sector Rotation ETF (XLSR) in Q1 2021, closing a stake of 370 shares — an estimated $15K sold.

AssetMark Inc first reported a position in XLSR in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 30 funds tracked by Wall St. Rank hold XLSR as of Q1 2021.

  • AssetMark Inc reported no remaining State Street US Sector Rotation ETF position as of Q1 2021 after selling out during the quarter.
  • AssetMark Inc sold 370 State Street US Sector Rotation ETF shares in Q1 2021, an estimated $15K.
  • AssetMark Inc first reported a position in State Street US Sector Rotation ETF in Q4 2020 and held it in 1 quarter.
  • AssetMark Inc's State Street US Sector Rotation ETF position peaked at $15K in Q4 2020.
  • 30 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q1 2021.

Based on AssetMark Inc's 13F filing for Q1 2021, filed 14 May 2021.