Gladstone Institutional Advisory’s SPDR SSGA US Sector Rotation ETF XLSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $783K | Sell |
14,260
-1,014
| -7% | -$55.7K | 0.03% | 393 |
|
|
2025
Q1 | $775K | Buy |
15,274
+544
| +4% | +$27.6K | 0.04% | 377 |
|
|
2024
Q4 | $787K | Buy |
14,730
+3,460
| +31% | +$185K | 0.04% | 372 |
|
|
2024
Q3 | $584K | Sell |
11,270
-2,425
| -18% | -$126K | 0.03% | 414 |
|
|
2024
Q2 | $697K | Buy |
13,695
+1,950
| +17% | +$99.2K | 0.04% | 363 |
|
|
2024
Q1 | $586K | Buy |
11,745
+3,230
| +38% | +$161K | 0.03% | 379 |
|
|
2023
Q4 | $390K | Buy |
8,515
+2,650
| +45% | +$121K | 0.02% | 466 |
|
|
2023
Q3 | $242K | Buy |
+5,865
| New | +$242K | 0.02% | 536 |
|
|
2022
Q3 | – | Sell |
-5,735
| Closed | -$218K | – | 686 |
|
|
2022
Q2 | $218K | Sell |
5,735
-1,208
| -17% | -$45.9K | 0.02% | 592 |
|
|
2022
Q1 | $314K | Buy |
6,943
+699
| +11% | +$31.6K | 0.02% | 536 |
|
|
2021
Q4 | $293K | Buy |
+6,244
| New | +$293K | 0.02% | 482 |
|