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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
2019
Q4 		$20K Buy
+587
New +$19K 0.01% 1018

Other funds holding XLSR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Financial Gravity Asset Management's XLSR Position: Q4 2019 in Review

Financial Gravity Asset Management opened a new position in State Street US Sector Rotation ETF (XLSR) in Q4 2019: 587 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #1018 among its holdings.

16 funds tracked by Wall St. Rank hold XLSR as of Q4 2019.

  • Financial Gravity Asset Management held 587 shares of State Street US Sector Rotation ETF worth $20K as of Q4 2019.
  • State Street US Sector Rotation ETF was a new Financial Gravity Asset Management position in Q4 2019.
  • State Street US Sector Rotation ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q4 2019, its #1018 holding.
  • 16 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.