Creative Planning’s State Street US Sector Rotation ETF XLSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $408K | Hold |
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|
2025
Q2 | $376K | Hold |
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|
2025
Q1 | $347K | Hold |
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|
2024
Q4 | $366K | Hold |
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|
2024
Q3 | $355K | Hold |
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|
2024
Q2 | $348K | Buy |
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|
2024
Q1 | $326K | Hold |
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|
2023
Q4 | $299K | Sell |
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|
2023
Q3 | $275K | Buy |
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|
2023
Q2 | $285K | Hold |
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|
2023
Q1 | $264K | Buy |
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|
2022
Q4 | $254K | Sell |
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|
2022
Q3 | $238K | Buy |
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|
2022
Q2 | $251K | Buy |
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|
2022
Q1 | $233K | Buy |
|