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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Professional Financial Advisors's XLSR Position: Q3 2023 in Review

Professional Financial Advisors sold out of State Street US Sector Rotation ETF (XLSR) in Q3 2023, closing a stake of 7,483 shares — an estimated $324K sold.

Professional Financial Advisors first reported a position in XLSR in Q4 2020 and held it in 11 quarters. The position peaked at $512K in Q4 2021. 69 funds tracked by Wall St. Rank hold XLSR as of Q3 2023.

Professional Financial Advisors reported no remaining State Street US Sector Rotation ETF position as of Q3 2023 after selling out during the quarter.
Professional Financial Advisors sold 7,483 State Street US Sector Rotation ETF shares in Q3 2023, an estimated $324K.
Professional Financial Advisors first reported a position in State Street US Sector Rotation ETF in Q4 2020 and held it in 11 quarters.
Professional Financial Advisors's State Street US Sector Rotation ETF position peaked at $512K in Q4 2021.
69 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2023.

Based on Professional Financial Advisors's 13F filing for Q3 2023, filed 25 Oct 2023.