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

Mutual 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
2021
Q3 		– Sell
-143,570
Closed -$6.38M – 906
2021
Q2 		$6.38M Buy
143,570
+12,674
+10% +$550K 0.38% 56
2021
Q1 		$5.36M Buy
+130,896
New +$5.35M 0.37% 64

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 $12.8B AUM 19.38% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Mutual Advisors's XLSR Position: Q3 2021 in Review

Mutual Advisors sold out of State Street US Sector Rotation ETF (XLSR) in Q3 2021, closing a stake of 143,570 shares — an estimated $6.38M sold.

Mutual Advisors first reported a position in XLSR in Q1 2021 and held it in 2 quarters. The position peaked at $6.38M in Q2 2021. 33 funds tracked by Wall St. Rank hold XLSR as of Q3 2021.

  • Mutual Advisors reported no remaining State Street US Sector Rotation ETF position as of Q3 2021 after selling out during the quarter.
  • Mutual Advisors sold 143,570 State Street US Sector Rotation ETF shares in Q3 2021, an estimated $6.38M.
  • Mutual Advisors first reported a position in State Street US Sector Rotation ETF in Q1 2021 and held it in 2 quarters.
  • Mutual Advisors's State Street US Sector Rotation ETF position peaked at $6.38M in Q2 2021.
  • 33 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2021.

Based on Mutual Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.