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Ladenburg Thalmann Financial Services’s State Street US Sector Rotation ETF XLSR Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$117K Sell
3,396
-2,165
-39% -$70K ﹤0.01% 2900
2019
Q3 		$173K Buy
+5,561
New +$172K ﹤0.01% 2577

Other funds holding XLSR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
AIS
Accurate Investment Solutions Seven Fields, Pennsylvania $123M AUM 9.07% 1-Year Est. Return

Ladenburg Thalmann Financial Services's XLSR Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its State Street US Sector Rotation ETF (XLSR) stake by 39% in Q4 2019, selling an estimated $70K and leaving 3,396 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #2900.

Ladenburg Thalmann Financial Services first reported a position in XLSR in Q3 2019 and has held it in 2 quarters since. The position peaked at $173K in Q3 2019. 16 funds tracked by Wall St. Rank hold XLSR as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 3,396 shares of State Street US Sector Rotation ETF worth $117K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 2,165 State Street US Sector Rotation ETF shares in Q4 2019, an estimated $70K.
  • State Street US Sector Rotation ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2900 holding.
  • Ladenburg Thalmann Financial Services first reported a position in State Street US Sector Rotation ETF in Q3 2019 and has held it in 2 quarters since.
  • Ladenburg Thalmann Financial Services's State Street US Sector Rotation ETF position peaked at $173K in Q3 2019.
  • 16 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.