Janney Montgomery Scott
XLSR icon

Janney Montgomery Scott’s State Street US Sector Rotation ETF XLSR Stock Holding History

Janney Montgomery Scott’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
-11,125
Closed -$577K – 2868
2024
Q3 		$577K Buy
11,125
+2,500
+29% +$126K ﹤0.01% 1883
2024
Q2 		$439K Buy
8,625
+3,500
+68% +$173K ﹤0.01% 1986
2024
Q1 		$256K Buy
+5,125
New +$244K ﹤0.01% 2433

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 $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 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
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Janney Montgomery Scott's XLSR Position: Q4 2024 in Review

Janney Montgomery Scott sold out of State Street US Sector Rotation ETF (XLSR) in Q4 2024, closing a stake of 11,125 shares — an estimated $577K sold.

Janney Montgomery Scott first reported a position in XLSR in Q1 2024 and held it in 3 quarters. The position peaked at $577K in Q3 2024. 104 funds tracked by Wall St. Rank hold XLSR as of Q4 2024.

  • Janney Montgomery Scott reported no remaining State Street US Sector Rotation ETF position as of Q4 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 11,125 State Street US Sector Rotation ETF shares in Q4 2024, an estimated $577K.
  • Janney Montgomery Scott first reported a position in State Street US Sector Rotation ETF in Q1 2024 and held it in 3 quarters.
  • Janney Montgomery Scott's State Street US Sector Rotation ETF position peaked at $577K in Q3 2024.
  • 104 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q4 2024.

Based on Janney Montgomery Scott's 13F filing for Q4 2024, filed 17 Jan 2025.