MCC
XLSR icon

Money Concepts Capital’s State Street US Sector Rotation ETF XLSR Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-491
Closed -$19.1K – 2945
2022
Q4 		$19.1K Buy
+491
New +$19.1K ﹤0.01% 1699
2022
Q2 		– Sell
-491
Closed -$22K – 2646
2022
Q1 		$22K Buy
+491
New +$21.9K ﹤0.01% 1584

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
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 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
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
RCM
Raleigh Capital Management Cary, North Carolina $290M AUM 19.39% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Money Concepts Capital's XLSR Position: Q1 2023 in Review

Money Concepts Capital sold out of State Street US Sector Rotation ETF (XLSR) in Q1 2023, closing a stake of 491 shares — an estimated $19.1K sold.

Money Concepts Capital first reported a position in XLSR in Q1 2022 and held it in 2 quarters. The position peaked at $22K in Q1 2022. 62 funds tracked by Wall St. Rank hold XLSR as of Q1 2023.

  • Money Concepts Capital reported no remaining State Street US Sector Rotation ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 491 State Street US Sector Rotation ETF shares in Q1 2023, an estimated $19.1K.
  • Money Concepts Capital first reported a position in State Street US Sector Rotation ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's State Street US Sector Rotation ETF position peaked at $22K in Q1 2022.
  • 62 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.