Aveo Capital Partners’s State Street US Sector Rotation ETF XLSR Stock Holding History

Aveo Capital Partners’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
2025 Q1	–	Sell	-21,975	Closed	-$1.17M	–	348
2024 Q4	$1.17M	Sell	21,975 -1,243	-5%	-$66.5K	0.13%	120
2024 Q3	$1.2M	Buy	23,218 +3,610	+18%	+$182K	0.13%	118
2024 Q2	$998K	Buy	19,608 +2,823	+17%	+$139K	0.11%	130
2024 Q1	$811K	Buy	16,785 +2,586	+18%	+$123K	0.09%	161
2023 Q4	$650K	Buy	14,199 +866	+6%	+$37.1K	0.08%	175
2023 Q3	$550K	Sell	13,333 -38	-0.3%	-$1.64K	0.07%	188
2023 Q2	$580K	Buy	13,371 +740	+6%	+$30.3K	0.07%	184
2023 Q1	$507K	Buy	12,631 +1,721	+16%	+$68.5K	0.07%	189
2022 Q4	$425K	Buy	+10,910	New	+$424K	0.06%	212

Other funds holding XLSR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

LWMI

Landmark Wealth Management (Illinois) Normal, Illinois $265M AUM 13.4% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

HWP

Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Aveo Capital Partners's XLSR Position: Q1 2025 in Review

Aveo Capital Partners sold out of State Street US Sector Rotation ETF (XLSR) in Q1 2025, closing a stake of 21,975 shares — an estimated $1.17M sold.

Aveo Capital Partners first reported a position in XLSR in Q4 2022 and held it in 9 quarters. The position peaked at $1.2M in Q3 2024. 109 funds tracked by Wall St. Rank hold XLSR as of Q1 2025.

Aveo Capital Partners reported no remaining State Street US Sector Rotation ETF position as of Q1 2025 after selling out during the quarter.
Aveo Capital Partners sold 21,975 State Street US Sector Rotation ETF shares in Q1 2025, an estimated $1.17M.
Aveo Capital Partners first reported a position in State Street US Sector Rotation ETF in Q4 2022 and held it in 9 quarters.
Aveo Capital Partners's State Street US Sector Rotation ETF position peaked at $1.2M in Q3 2024.
109 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.