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First Capital Advisors Group’s State Street US Sector Rotation ETF XLSR Stock Holding History

First Capital Advisors Group’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
2023
Q2 		$19.2K Buy
+443
New +$18.1K 0.01% 432
2022
Q4 		– Sell
-52,834
Closed -$1.9M – 251
2022
Q3 		$1.9M Buy
+52,834
New +$2.11M 1.58% 15

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

First Capital Advisors Group's XLSR Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in State Street US Sector Rotation ETF (XLSR) in Q2 2023: 443 shares worth $19.2K. The stake represents 0.01% of the portfolio and ranks #432 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in XLSR as recently as Q3 2022.

First Capital Advisors Group first reported a position in XLSR in Q3 2022 and has held it in 2 quarters since. The position peaked at $1.9M in Q3 2022. 67 funds tracked by Wall St. Rank hold XLSR as of Q2 2023.

  • First Capital Advisors Group held 443 shares of State Street US Sector Rotation ETF worth $19.2K as of Q2 2023.
  • State Street US Sector Rotation ETF was a new First Capital Advisors Group position in Q2 2023.
  • State Street US Sector Rotation ETF made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #432 holding.
  • First Capital Advisors Group first reported a position in State Street US Sector Rotation ETF in Q3 2022 and has held it in 2 quarters since.
  • First Capital Advisors Group's State Street US Sector Rotation ETF position peaked at $1.9M in Q3 2022.
  • 67 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.