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Householder Group Estate & Retirement Specialist’s State Street US Sector Rotation ETF XLSR Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-380
Closed -$19K – 1249
2024
Q3 		$19K Buy
380
+1
+0.3% +$50 0.01% 704
2024
Q2 		$19K Buy
379
+1
+0.3% +$49 0.01% 693
2024
Q1 		$18.9K Hold
378
– – 0.01% 685
2023
Q4 		$17K Hold
378
– – 0.01% 670
2023
Q3 		$15.6K Buy
+378
New +$16.3K 0.01% 689
2023
Q1 		$15K Buy
+376
New +$15K 0.01% 707
2022
Q4 		– Sell
-374
Closed -$13K – 1187
2022
Q3 		$13K Buy
+374
New +$14.9K 0.01% 679

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 22.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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 $302M AUM 16.89% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's XLSR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of State Street US Sector Rotation ETF (XLSR) in Q4 2024, closing a stake of 380 shares — an estimated $19K sold.

Householder Group Estate & Retirement Specialist first reported a position in XLSR in Q3 2022 and held it in 7 quarters. The position peaked at $19K in Q3 2024. 104 funds tracked by Wall St. Rank hold XLSR as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining State Street US Sector Rotation ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 380 State Street US Sector Rotation ETF shares in Q4 2024, an estimated $19K.
  • Householder Group Estate & Retirement Specialist first reported a position in State Street US Sector Rotation ETF in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's State Street US Sector Rotation ETF position peaked at $19K in Q3 2024.
  • 104 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.