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Freedom Investment Management’s State Street US Sector Rotation ETF XLSR Stock Holding History

Freedom Investment 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
2024
Q3 		– Sell
-6,790
Closed -$346K – 843
2024
Q2 		$346K Sell
6,790
-2,671
-28% -$132K 0.03% 539
2024
Q1 		$472K Sell
9,461
-605
-6% -$28.8K 0.04% 454
2023
Q4 		$461K Sell
10,066
-1,176
-10% -$50.4K 0.04% 454
2023
Q3 		$464K Buy
11,242
+2
+0% +$86 0.06% 381
2023
Q2 		$487K Buy
+11,240
New +$460K 0.05% 402

Other funds holding XLSR

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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
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Freedom Investment Management's XLSR Position: Q3 2024 in Review

Freedom Investment Management sold out of State Street US Sector Rotation ETF (XLSR) in Q3 2024, closing a stake of 6,790 shares — an estimated $346K sold.

Freedom Investment Management first reported a position in XLSR in Q2 2023 and held it in 5 quarters. The position peaked at $487K in Q2 2023. 92 funds tracked by Wall St. Rank hold XLSR as of Q3 2024.

  • Freedom Investment Management reported no remaining State Street US Sector Rotation ETF position as of Q3 2024 after selling out during the quarter.
  • Freedom Investment Management sold 6,790 State Street US Sector Rotation ETF shares in Q3 2024, an estimated $346K.
  • Freedom Investment Management first reported a position in State Street US Sector Rotation ETF in Q2 2023 and held it in 5 quarters.
  • Freedom Investment Management's State Street US Sector Rotation ETF position peaked at $487K in Q2 2023.
  • 92 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2024.

Based on Freedom Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.