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Financial Gravity Asset Management’s State Street US Sector Rotation ETF XLSR Stock Holding History

Financial Gravity Asset 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
2020
Q1 		– Sell
-587
Closed -$20K – 1387
2019
Q4 		$20K Buy
+587
New +$19K 0.01% 1018

Other funds holding XLSR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

Financial Gravity Asset Management's XLSR Position: Q1 2020 in Review

Financial Gravity Asset Management sold out of State Street US Sector Rotation ETF (XLSR) in Q1 2020, closing a stake of 587 shares — an estimated $20K sold.

Financial Gravity Asset Management first reported a position in XLSR in Q4 2019 and held it in 1 quarter. The position peaked at $20K in Q4 2019. 17 funds tracked by Wall St. Rank hold XLSR as of Q1 2020.

  • Financial Gravity Asset Management reported no remaining State Street US Sector Rotation ETF position as of Q1 2020 after selling out during the quarter.
  • Financial Gravity Asset Management sold 587 State Street US Sector Rotation ETF shares in Q1 2020, an estimated $20K.
  • Financial Gravity Asset Management first reported a position in State Street US Sector Rotation ETF in Q4 2019 and held it in 1 quarter.
  • Financial Gravity Asset Management's State Street US Sector Rotation ETF position peaked at $20K in Q4 2019.
  • 17 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q1 2020.

Based on Financial Gravity Asset Management's 13F filing for Q1 2020, filed 12 May 2020.