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Strategic Blueprint’s State Street US Sector Rotation ETF XLSR Stock Holding History

Strategic Blueprint’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
2021
Q3 		– Sell
-366
Closed -$16K – 1346
2021
Q2 		$16K Buy
+366
New +$15.9K ﹤0.01% 869

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 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
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Strategic Blueprint's XLSR Position: Q3 2021 in Review

Strategic Blueprint sold out of State Street US Sector Rotation ETF (XLSR) in Q3 2021, closing a stake of 366 shares — an estimated $16K sold.

Strategic Blueprint first reported a position in XLSR in Q2 2021 and held it in 1 quarter. The position peaked at $16K in Q2 2021. 33 funds tracked by Wall St. Rank hold XLSR as of Q3 2021.

  • Strategic Blueprint reported no remaining State Street US Sector Rotation ETF position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 366 State Street US Sector Rotation ETF shares in Q3 2021, an estimated $16K.
  • Strategic Blueprint first reported a position in State Street US Sector Rotation ETF in Q2 2021 and held it in 1 quarter.
  • Strategic Blueprint's State Street US Sector Rotation ETF position peaked at $16K in Q2 2021.
  • 33 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.