CJ
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Caitlin John’s State Street US Sector Rotation ETF XLSR Stock Holding History

Caitlin John’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
Q3 		– Sell
-6
Closed -$308 – 950
2024
Q2 		$308 Sell
6
-4,104
-100% -$203K ﹤0.01% 795
2024
Q1 		$205K Buy
4,110
+29
+0.7% +$1.38K 0.15% 118
2023
Q4 		$187K Buy
+4,081
New +$175K 0.15% 113

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 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
NA
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Caitlin John's XLSR Position: Q3 2024 in Review

Caitlin John sold out of State Street US Sector Rotation ETF (XLSR) in Q3 2024, closing a stake of 6 shares — an estimated $308 sold.

Caitlin John first reported a position in XLSR in Q4 2023 and held it in 3 quarters. The position peaked at $205K in Q1 2024. 92 funds tracked by Wall St. Rank hold XLSR as of Q3 2024.

  • Caitlin John reported no remaining State Street US Sector Rotation ETF position as of Q3 2024 after selling out during the quarter.
  • Caitlin John sold 6 State Street US Sector Rotation ETF shares in Q3 2024, an estimated $308.
  • Caitlin John first reported a position in State Street US Sector Rotation ETF in Q4 2023 and held it in 3 quarters.
  • Caitlin John's State Street US Sector Rotation ETF position peaked at $205K in Q1 2024.
  • 92 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2024.

Based on Caitlin John's 13F filing for Q3 2024, filed 14 Nov 2024.