FPCP
XLSR icon

Fort Point Capital Partners’s State Street US Sector Rotation ETF XLSR Stock Holding History

Fort Point Capital Partners’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
Q3 		– Sell
-6,657
Closed -$366K – 319
2025
Q2 		$366K Buy
6,657
+2
+0% +$102 0.03% 259
2025
Q1 		$338K Hold
6,655
– – 0.04% 254
2024
Q4 		$356K Hold
6,655
– – 0.04% 237
2024
Q3 		$345K Hold
6,655
– – 0.04% 225
2024
Q2 		$339K Buy
6,655
+310
+5% +$15.3K 0.04% 236
2024
Q1 		$316K Buy
6,345
+220
+4% +$10.5K 0.04% 252
2023
Q4 		$280K Hold
6,125
– – 0.04% 248
2023
Q3 		$253K Hold
6,125
– – 0.04% 232
2023
Q2 		$266K Hold
6,125
– – 0.04% 231
2023
Q1 		$246K Hold
6,125
– – 0.04% 240
2022
Q4 		$238K Hold
6,125
– – 0.04% 237
2022
Q3 		$220K Buy
6,125
+200
+3% +$7.97K 0.04% 251
2022
Q2 		$226K Buy
5,925
+550
+10% +$22.8K 0.04% 252
2022
Q1 		$243K Hold
5,375
– – 0.03% 254
2021
Q4 		$253K Hold
5,375
– – 0.03% 243
2021
Q3 		$238K Buy
+5,375
New +$244K 0.04% 222

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
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
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $302M AUM 16.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Fort Point Capital Partners's XLSR Position: Q3 2025 in Review

Fort Point Capital Partners sold out of State Street US Sector Rotation ETF (XLSR) in Q3 2025, closing a stake of 6,657 shares — an estimated $366K sold.

Fort Point Capital Partners first reported a position in XLSR in Q3 2021 and held it in 16 quarters. The position peaked at $366K in Q2 2025. 115 funds tracked by Wall St. Rank hold XLSR as of Q3 2025.

  • Fort Point Capital Partners reported no remaining State Street US Sector Rotation ETF position as of Q3 2025 after selling out during the quarter.
  • Fort Point Capital Partners sold 6,657 State Street US Sector Rotation ETF shares in Q3 2025, an estimated $366K.
  • Fort Point Capital Partners first reported a position in State Street US Sector Rotation ETF in Q3 2021 and held it in 16 quarters.
  • Fort Point Capital Partners's State Street US Sector Rotation ETF position peaked at $366K in Q2 2025.
  • 115 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.