Rehmann Capital Advisory Group’s State Street US Sector Rotation ETF XLSR Stock Holding History

Rehmann Capital Advisory 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
2023 Q4	–	Sell	-5,607	Closed	-$231K	–	561
2023 Q3	$231K	Hold	5,607	–	–	0.02%	463
2023 Q2	$243K	Sell	5,607 -2,889	-34%	-$118K	0.02%	474
2023 Q1	$341K	Hold	8,496	–	–	0.03%	392
2022 Q4	$331K	Hold	8,496	–	–	0.03%	388
2022 Q3	$305K	Hold	8,496	–	–	0.03%	370
2022 Q2	$324K	Hold	8,496	–	–	0.04%	358
2022 Q1	$385K	Sell	8,496 -180	-2%	-$8.03K	0.04%	358
2021 Q4	$408K	Hold	8,676	–	–	0.04%	362
2021 Q3	$383K	Hold	8,676	–	–	0.04%	380
2021 Q2	$385K	Sell	8,676 -100	-1%	-$4.34K	0.04%	370
2021 Q1	$359K	Hold	8,776	–	–	0.04%	367
2020 Q4	$354K	Sell	8,776 -175	-2%	-$6.72K	0.04%	330
2020 Q3	$327K	Hold	8,951	–	–	0.04%	305
2020 Q2	$294K	Hold	8,951	–	–	0.04%	324
2020 Q1	$250K	Buy	+8,951	New	+$292K	0.04%	325

Other funds holding XLSR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

AWM

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

PAS

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

APC

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

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

HWP

Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 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

Rehmann Capital Advisory Group's XLSR Position: Q4 2023 in Review

Rehmann Capital Advisory Group sold out of State Street US Sector Rotation ETF (XLSR) in Q4 2023, closing a stake of 5,607 shares — an estimated $231K sold.

Rehmann Capital Advisory Group first reported a position in XLSR in Q1 2020 and held it in 15 quarters. The position peaked at $408K in Q4 2021. 83 funds tracked by Wall St. Rank hold XLSR as of Q4 2023.

Rehmann Capital Advisory Group reported no remaining State Street US Sector Rotation ETF position as of Q4 2023 after selling out during the quarter.
Rehmann Capital Advisory Group sold 5,607 State Street US Sector Rotation ETF shares in Q4 2023, an estimated $231K.
Rehmann Capital Advisory Group first reported a position in State Street US Sector Rotation ETF in Q1 2020 and held it in 15 quarters.
Rehmann Capital Advisory Group's State Street US Sector Rotation ETF position peaked at $408K in Q4 2021.
83 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q4 2023.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2023, filed 13 Feb 2024.