CA
XLSR icon

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

Cetera Advisors’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 		$2.44M Sell
49,002
-11,213
-19% -$534K 0.02% 726
2023
Q4 		$2.76M Sell
60,215
-7,626
-11% -$327K 0.04% 413
2023
Q3 		$2.8M Buy
67,841
+50,798
+298% +$2.19M 0.04% 373
2023
Q2 		$739K Buy
+17,043
New +$697K 0.01% 851

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
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
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cetera Advisors's XLSR Position: Q1 2024 in Review

Cetera Advisors reduced its State Street US Sector Rotation ETF (XLSR) stake by 19% in Q1 2024, selling an estimated $534K and leaving 49,002 shares worth $2.44M. The position accounts for 0.02% of the portfolio, ranked #726.

Cetera Advisors first reported a position in XLSR in Q2 2023 and has held it in 4 quarters since. The position peaked at $2.8M in Q3 2023. 88 funds tracked by Wall St. Rank hold XLSR as of Q1 2024.

  • Cetera Advisors held 49,002 shares of State Street US Sector Rotation ETF worth $2.44M as of Q1 2024.
  • Cetera Advisors sold 11,213 State Street US Sector Rotation ETF shares in Q1 2024, an estimated $534K.
  • State Street US Sector Rotation ETF made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #726 holding.
  • Cetera Advisors first reported a position in State Street US Sector Rotation ETF in Q2 2023 and has held it in 4 quarters since.
  • Cetera Advisors's State Street US Sector Rotation ETF position peaked at $2.8M in Q3 2023.
  • 88 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q1 2024.

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