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Capitol Family Office’s State Street US Sector Rotation ETF XLSR Stock Holding History

Capitol Family Office’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
2022
Q4 		– Sell
-378,803
Closed -$13.6M – 19
2022
Q3 		$13.6M Buy
378,803
+7,151
+2% +$285K 20.41% 2
2022
Q2 		$14.2M Buy
+371,652
New +$15.4M 14.57% 3

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
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
MPW
MGO Private Wealth Irvine, California $18.6M AUM 16.57% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Capitol Family Office's XLSR Position: Q4 2022 in Review

Capitol Family Office sold out of State Street US Sector Rotation ETF (XLSR) in Q4 2022, closing a stake of 378,803 shares — an estimated $13.6M sold.

Capitol Family Office first reported a position in XLSR in Q2 2022 and held it in 2 quarters. The position peaked at $14.2M in Q2 2022. 59 funds tracked by Wall St. Rank hold XLSR as of Q4 2022.

  • Capitol Family Office reported no remaining State Street US Sector Rotation ETF position as of Q4 2022 after selling out during the quarter.
  • Capitol Family Office sold 378,803 State Street US Sector Rotation ETF shares in Q4 2022, an estimated $13.6M.
  • Capitol Family Office first reported a position in State Street US Sector Rotation ETF in Q2 2022 and held it in 2 quarters.
  • Capitol Family Office's State Street US Sector Rotation ETF position peaked at $14.2M in Q2 2022.
  • 59 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q4 2022.

Based on Capitol Family Office's 13F filing for Q4 2022, filed 20 Jan 2023.