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

Professional Financial 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
2023 Q3	–	Sell	-7,483	Closed	-$324K	–	96
2023 Q2	$324K	Sell	7,483 -3,734	-33%	-$153K	0.17%	63
2023 Q1	$508K	Buy	11,217 +1,901	+20%	+$75.6K	0.3%	45
2022 Q4	$362K	Sell	9,316 -334	-3%	-$13K	0.25%	65
2022 Q3	$347K	Sell	9,650 -973	-9%	-$38.8K	0.21%	65
2022 Q2	$405K	Sell	10,623 -594	-5%	-$24.6K	0.23%	68
2022 Q1	$508K	Buy	11,217 +312	+3%	+$13.9K	0.22%	59
2021 Q4	$512K	Buy	10,905 +925	+9%	+$43.1K	0.22%	66
2021 Q3	$441K	Buy	9,980 +309	+3%	+$14K	0.25%	54
2021 Q2	$428K	Sell	9,671 -974	-9%	-$42.3K	0.24%	52
2021 Q1	$436K	Buy	10,645 +9,925	+1,378%	+$405K	0.27%	55
2020 Q4	$29K	Buy	+720	New	+$27.7K	0.02%	160

Other funds holding XLSR

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Aspire Private Capital Cornelius, North Carolina $443M AUM 14.48% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return