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

Parallel 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
2024
Q3 		– Sell
-402
Closed -$20.4K – 3478
2024
Q2 		$20.4K Sell
402
-2,520
-86% -$124K ﹤0.01% 1977
2024
Q1 		$146K Buy
2,922
+5
+0.2% +$238 ﹤0.01% 997
2023
Q4 		$133K Buy
2,917
+1
+0% +$43 ﹤0.01% 984
2023
Q3 		$120K Buy
+2,916
New +$126K ﹤0.01% 996
2022
Q3 		– Sell
-100
Closed -$4K – 3531
2022
Q2 		$4K Buy
+100
New +$4.14K ﹤0.01% 2391

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $265M AUM 13.4% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Parallel Advisors's XLSR Position: Q3 2024 in Review

Parallel Advisors sold out of State Street US Sector Rotation ETF (XLSR) in Q3 2024, closing a stake of 402 shares — an estimated $20.4K sold.

Parallel Advisors first reported a position in XLSR in Q2 2022 and held it in 5 quarters. The position peaked at $146K in Q1 2024. 92 funds tracked by Wall St. Rank hold XLSR as of Q3 2024.

  • Parallel Advisors reported no remaining State Street US Sector Rotation ETF position as of Q3 2024 after selling out during the quarter.
  • Parallel Advisors sold 402 State Street US Sector Rotation ETF shares in Q3 2024, an estimated $20.4K.
  • Parallel Advisors first reported a position in State Street US Sector Rotation ETF in Q2 2022 and held it in 5 quarters.
  • Parallel Advisors's State Street US Sector Rotation ETF position peaked at $146K in Q1 2024.
  • 92 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2024.

Based on Parallel Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.