FAIM
XLSR icon

Financial Advocates Investment Management’s State Street US Sector Rotation ETF XLSR Stock Holding History

Financial Advocates Investment Management’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
Q2 		– Sell
-7,353
Closed -$333K – 800
2022
Q1 		$333K Buy
+7,353
New +$328K 0.02% 548

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFO
Capitol Family Office Beaverton, Oregon $94.7M AUM 25.86% 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
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return

Financial Advocates Investment Management's XLSR Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of State Street US Sector Rotation ETF (XLSR) in Q2 2022, closing a stake of 7,353 shares — an estimated $333K sold.

Financial Advocates Investment Management first reported a position in XLSR in Q1 2022 and held it in 1 quarter. The position peaked at $333K in Q1 2022. 54 funds tracked by Wall St. Rank hold XLSR as of Q2 2022.

  • Financial Advocates Investment Management reported no remaining State Street US Sector Rotation ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 7,353 State Street US Sector Rotation ETF shares in Q2 2022, an estimated $333K.
  • Financial Advocates Investment Management first reported a position in State Street US Sector Rotation ETF in Q1 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's State Street US Sector Rotation ETF position peaked at $333K in Q1 2022.
  • 54 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.