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Lifeworks Advisors’s State Street US Sector Rotation ETF XLSR Stock Holding History

Lifeworks Advisors’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
2023
Q2 		– Sell
-5,450
Closed -$219K – 164
2023
Q1 		$219K Buy
+5,450
New +$217K 0.1% 138

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Lifeworks Advisors's XLSR Position: Q2 2023 in Review

Lifeworks Advisors sold out of State Street US Sector Rotation ETF (XLSR) in Q2 2023, closing a stake of 5,450 shares — an estimated $219K sold.

Lifeworks Advisors first reported a position in XLSR in Q1 2023 and held it in 1 quarter. The position peaked at $219K in Q1 2023. 67 funds tracked by Wall St. Rank hold XLSR as of Q2 2023.

  • Lifeworks Advisors reported no remaining State Street US Sector Rotation ETF position as of Q2 2023 after selling out during the quarter.
  • Lifeworks Advisors sold 5,450 State Street US Sector Rotation ETF shares in Q2 2023, an estimated $219K.
  • Lifeworks Advisors first reported a position in State Street US Sector Rotation ETF in Q1 2023 and held it in 1 quarter.
  • Lifeworks Advisors's State Street US Sector Rotation ETF position peaked at $219K in Q1 2023.
  • 67 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2023.

Based on Lifeworks Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.