CI
XLSR icon

CX Institutional’s State Street US Sector Rotation ETF XLSR Stock Holding History

CX Institutional’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
Q3 		– Sell
-250
Closed -$10K – 1141
2022
Q2 		$10K Buy
+250
New +$10.4K ﹤0.01% 957

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
CFO
Capitol Family Office Beaverton, Oregon $84.7M AUM 15.85% 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 $16B AUM 26.77% 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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

CX Institutional's XLSR Position: Q3 2022 in Review

CX Institutional sold out of State Street US Sector Rotation ETF (XLSR) in Q3 2022, closing a stake of 250 shares — an estimated $10K sold.

CX Institutional first reported a position in XLSR in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 62 funds tracked by Wall St. Rank hold XLSR as of Q3 2022.

  • CX Institutional reported no remaining State Street US Sector Rotation ETF position as of Q3 2022 after selling out during the quarter.
  • CX Institutional sold 250 State Street US Sector Rotation ETF shares in Q3 2022, an estimated $10K.
  • CX Institutional first reported a position in State Street US Sector Rotation ETF in Q2 2022 and held it in 1 quarter.
  • CX Institutional's State Street US Sector Rotation ETF position peaked at $10K in Q2 2022.
  • 62 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2022.

Based on CX Institutional's 13F filing for Q3 2022, filed 4 Nov 2022.