NFSG
XLSR icon

Newbridge Financial Services Group’s State Street US Sector Rotation ETF XLSR Stock Holding History

Newbridge Financial Services Group’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
Q4 		– Sell
-81
Closed -$4K – 1555
2021
Q3 		$4K Sell
81
-32
-28% -$1.46K ﹤0.01% 1080
2021
Q2 		$5K Hold
113
– – ﹤0.01% 1140
2021
Q1 		$5K Hold
113
– – ﹤0.01% 1046
2020
Q4 		$5K Sell
113
-7
-6% -$269 ﹤0.01% 864
2020
Q3 		$4K Buy
+120
New +$4.25K ﹤0.01% 857

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
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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Newbridge Financial Services Group's XLSR Position: Q4 2021 in Review

Newbridge Financial Services Group sold out of State Street US Sector Rotation ETF (XLSR) in Q4 2021, closing a stake of 81 shares — an estimated $4K sold.

Newbridge Financial Services Group first reported a position in XLSR in Q3 2020 and held it in 5 quarters. The position peaked at $5K in Q2 2021. 47 funds tracked by Wall St. Rank hold XLSR as of Q4 2021.

  • Newbridge Financial Services Group reported no remaining State Street US Sector Rotation ETF position as of Q4 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 81 State Street US Sector Rotation ETF shares in Q4 2021, an estimated $4K.
  • Newbridge Financial Services Group first reported a position in State Street US Sector Rotation ETF in Q3 2020 and held it in 5 quarters.
  • Newbridge Financial Services Group's State Street US Sector Rotation ETF position peaked at $5K in Q2 2021.
  • 47 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q4 2021.

Based on Newbridge Financial Services Group's 13F filing for Q4 2021, filed 19 Jan 2022.