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FLP Wealth Management’s State Street US Sector Rotation ETF XLSR Stock Holding History

FLP Wealth 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
2025
Q1 		– Sell
-32
Closed -$1.73K – 465
2024
Q4 		$1.73K Buy
+32
New +$1.71K ﹤0.01% 391

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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $265M AUM 13.4% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

FLP Wealth Management's XLSR Position: Q1 2025 in Review

FLP Wealth Management sold out of State Street US Sector Rotation ETF (XLSR) in Q1 2025, closing a stake of 32 shares — an estimated $1.73K sold.

FLP Wealth Management first reported a position in XLSR in Q4 2024 and held it in 1 quarter. The position peaked at $1.73K in Q4 2024. 109 funds tracked by Wall St. Rank hold XLSR as of Q1 2025.

  • FLP Wealth Management reported no remaining State Street US Sector Rotation ETF position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 32 State Street US Sector Rotation ETF shares in Q1 2025, an estimated $1.73K.
  • FLP Wealth Management first reported a position in State Street US Sector Rotation ETF in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's State Street US Sector Rotation ETF position peaked at $1.73K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.