Cetera Advisor Networks’s State Street US Sector Rotation ETF XLSR Stock Holding History

Cetera Advisor Networks’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	$586K	Buy	11,745 +1,395	+13%	+$66.4K	﹤0.01%	1824
2023 Q4	$474K	Buy	10,350 +2,471	+31%	+$106K	﹤0.01%	1915
2023 Q3	$325K	Sell	7,879 -33	-0.4%	-$1.43K	﹤0.01%	2101
2023 Q2	$343K	Buy	7,912 +695	+10%	+$28.4K	﹤0.01%	1990
2023 Q1	$290K	Sell	7,217 -1,492	-17%	-$59.4K	﹤0.01%	2077
2022 Q4	$339K	Buy	+8,709	New	+$339K	﹤0.01%	1911
2020 Q3	–	Sell	-10	Closed	–	–	3054
2020 Q2	$0	Buy	+10	New	+$313	﹤0.01%	3466

Other funds holding XLSR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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 $185M AUM 13.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cetera Advisor Networks's XLSR Position: Q1 2024 in Review

Cetera Advisor Networks increased its State Street US Sector Rotation ETF (XLSR) stake by 13% in Q1 2024, buying an estimated $66.4K and bringing the position to 11,745 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

Cetera Advisor Networks first reported a position in XLSR in Q2 2020 and has held it in 7 quarters since. 88 funds tracked by Wall St. Rank hold XLSR as of Q1 2024.

Cetera Advisor Networks held 11,745 shares of State Street US Sector Rotation ETF worth $586K as of Q1 2024.
Cetera Advisor Networks bought 1,395 State Street US Sector Rotation ETF shares in Q1 2024, an estimated $66.4K.
State Street US Sector Rotation ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1824 holding.
Cetera Advisor Networks first reported a position in State Street US Sector Rotation ETF in Q2 2020 and has held it in 7 quarters since.
88 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.