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Sowell Financial Services’s State Street US Sector Rotation ETF XLSR Stock Holding History

Sowell Financial Services’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
2020
Q2 		– Sell
-4,506
Closed -$126K – 2689
2020
Q1 		$126K Buy
4,506
+4,131
+1,102% +$135K 0.01% 777
2019
Q4 		$13K Buy
375
+209
+126% +$6.76K ﹤0.01% 1605
2019
Q3 		$5K Buy
+166
New +$5.14K ﹤0.01% 1789

Other funds holding XLSR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Sowell Financial Services's XLSR Position: Q2 2020 in Review

Sowell Financial Services sold out of State Street US Sector Rotation ETF (XLSR) in Q2 2020, closing a stake of 4,506 shares — an estimated $126K sold.

Sowell Financial Services first reported a position in XLSR in Q3 2019 and held it in 3 quarters. The position peaked at $126K in Q1 2020. 19 funds tracked by Wall St. Rank hold XLSR as of Q2 2020.

  • Sowell Financial Services reported no remaining State Street US Sector Rotation ETF position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 4,506 State Street US Sector Rotation ETF shares in Q2 2020, an estimated $126K.
  • Sowell Financial Services first reported a position in State Street US Sector Rotation ETF in Q3 2019 and held it in 3 quarters.
  • Sowell Financial Services's State Street US Sector Rotation ETF position peaked at $126K in Q1 2020.
  • 19 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.