Private Client Services’s SPDR SSGA US Sector Rotation ETF XLSR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $318K | Sell |
5,790
-1,034
| -15% | -$56.8K | 0.12% | 145 |
|
2025
Q1 | $346K | Buy |
6,824
+249
| +4% | +$12.6K | 0.17% | 119 |
|
2024
Q4 | $351K | Sell |
6,575
-324
| -5% | -$17.3K | 0.19% | 105 |
|
2024
Q3 | $358K | Buy |
6,899
+12
| +0.2% | +$622 | 0.19% | 102 |
|
2024
Q2 | $350K | Buy |
6,887
+2,628
| +62% | +$134K | 0.22% | 87 |
|
2024
Q1 | $212K | Buy |
+4,259
| New | +$212K | 0.14% | 123 |
|