Lokken Investment Group’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 | $967K | Sell |
17,612
-465
| -3% | -$25.5K | 0.37% | 65 |
|
|
2025
Q1 | $918K | Sell |
18,077
-30,389
| -63% | -$1.54M | 0.39% | 65 |
|
|
2024
Q4 | $2.59M | Sell |
48,466
-3,578
| -7% | -$191K | 1.12% | 21 |
|
|
2024
Q3 | $2.7M | Sell |
52,044
-71
| -0.1% | -$3.68K | 1.13% | 19 |
|
|
2024
Q2 | $2.65M | Buy |
52,115
+409
| +0.8% | +$20.8K | 1.25% | 17 |
|
|
2024
Q1 | $2.58M | Sell |
51,706
-494
| -0.9% | -$24.6K | 1.28% | 18 |
|
|
2023
Q4 | $2.39M | Buy |
52,200
+1,755
| +3% | +$80.3K | 1.35% | 18 |
|
|
2023
Q3 | $2.08M | Buy |
50,445
+11,343
| +29% | +$468K | 1.36% | 20 |
|
|
2023
Q2 | $1.7M | Buy |
39,102
+1,948
| +5% | +$84.5K | 1.11% | 22 |
|
|
2023
Q1 | $1.49M | Buy |
+37,154
| New | +$1.49M | 1.13% | 24 |
|