Creative Planning’s SPDR SSGA US Sector Rotation ETF XLSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Hold |
6,840
| – | – | ﹤0.01% | 2700 |
|
|
2025
Q1 | $347K | Hold |
6,840
| – | – | ﹤0.01% | 2613 |
|
|
2024
Q4 | $366K | Hold |
6,840
| – | – | ﹤0.01% | 2501 |
|
|
2024
Q3 | $355K | Hold |
6,840
| – | – | ﹤0.01% | 2390 |
|
|
2024
Q2 | $348K | Buy |
6,840
+300
| +5% | +$15.3K | ﹤0.01% | 2225 |
|
|
2024
Q1 | $326K | Hold |
6,540
| – | – | ﹤0.01% | 2174 |
|
|
2023
Q4 | $299K | Sell |
6,540
-118
| -2% | -$5.4K | ﹤0.01% | 2087 |
|
|
2023
Q3 | $275K | Buy |
6,658
+89
| +1% | +$3.67K | ﹤0.01% | 2002 |
|
|
2023
Q2 | $285K | Hold |
6,569
| – | – | ﹤0.01% | 1938 |
|
|
2023
Q1 | $264K | Buy |
6,569
+29
| +0.4% | +$1.16K | ﹤0.01% | 1902 |
|
|
2022
Q4 | $254K | Sell |
6,540
-100
| -2% | -$3.89K | ﹤0.01% | 1831 |
|
|
2022
Q3 | $238K | Buy |
6,640
+54
| +0.8% | +$1.94K | ﹤0.01% | 1782 |
|
|
2022
Q2 | $251K | Buy |
6,586
+1,437
| +28% | +$54.8K | ﹤0.01% | 1725 |
|
|
2022
Q1 | $233K | Buy |
+5,149
| New | +$233K | ﹤0.01% | 1798 |
|