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McDonald Partners’s State Street US Sector Rotation ETF XLSR Stock Holding History

McDonald Partners’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
2022
Q1 		– Sell
-2,959
Closed -$139K – 712
2021
Q4 		$139K Buy
+2,959
New +$138K 0.13% 77

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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $290M AUM 19.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

McDonald Partners's XLSR Position: Q1 2022 in Review

McDonald Partners sold out of State Street US Sector Rotation ETF (XLSR) in Q1 2022, closing a stake of 2,959 shares — an estimated $139K sold.

McDonald Partners first reported a position in XLSR in Q4 2021 and held it in 1 quarter. The position peaked at $139K in Q4 2021. 49 funds tracked by Wall St. Rank hold XLSR as of Q1 2022.

  • McDonald Partners reported no remaining State Street US Sector Rotation ETF position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 2,959 State Street US Sector Rotation ETF shares in Q1 2022, an estimated $139K.
  • McDonald Partners first reported a position in State Street US Sector Rotation ETF in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's State Street US Sector Rotation ETF position peaked at $139K in Q4 2021.
  • 49 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.