FFN
XLSR icon

Focus Financial Network’s State Street US Sector Rotation ETF XLSR Stock Holding History

Focus Financial Network’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
Q4 		– Sell
-14,331
Closed -$515K – 509
2022
Q3 		$515K Sell
14,331
-12,623
-47% -$503K 0.04% 276
2022
Q2 		$1.03M Buy
26,954
+142
+0.5% +$5.88K 0.08% 185
2022
Q1 		$1.21M Buy
+26,812
New +$1.2M 0.08% 175

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
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 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
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
MPW
MGO Private Wealth Irvine, California $18.6M AUM 16.57% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Focus Financial Network's XLSR Position: Q4 2022 in Review

Focus Financial Network sold out of State Street US Sector Rotation ETF (XLSR) in Q4 2022, closing a stake of 14,331 shares — an estimated $515K sold.

Focus Financial Network first reported a position in XLSR in Q1 2022 and held it in 3 quarters. The position peaked at $1.21M in Q1 2022. 59 funds tracked by Wall St. Rank hold XLSR as of Q4 2022.

  • Focus Financial Network reported no remaining State Street US Sector Rotation ETF position as of Q4 2022 after selling out during the quarter.
  • Focus Financial Network sold 14,331 State Street US Sector Rotation ETF shares in Q4 2022, an estimated $515K.
  • Focus Financial Network first reported a position in State Street US Sector Rotation ETF in Q1 2022 and held it in 3 quarters.
  • Focus Financial Network's State Street US Sector Rotation ETF position peaked at $1.21M in Q1 2022.
  • 59 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q4 2022.

Based on Focus Financial Network's 13F filing for Q4 2022, filed 24 Jul 2024.