TC
XLSR icon

TAP Consulting’s State Street US Sector Rotation ETF XLSR Stock Holding History

TAP Consulting’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
2024
Q4 		$5.56M Buy
104,134
+3,120
+3% +$167K 1.14% 25
2024
Q3 		$5.24M Buy
101,014
+1,442
+1% +$72.8K 1.03% 28
2024
Q2 		$5.07M Sell
99,572
-875
-0.9% -$43.2K 1.07% 26
2024
Q1 		$5.01M Buy
100,447
+445
+0.4% +$21.2K 1.1% 23
2023
Q4 		$4.58M Buy
100,002
+94,782
+1,816% +$4.06M 1.09% 26
2023
Q3 		$215K Buy
+5,220
New +$225K 0.06% 127

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $265M AUM 13.4% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

TAP Consulting's XLSR Position: Q4 2024 in Review

TAP Consulting increased its State Street US Sector Rotation ETF (XLSR) stake by 3.1% in Q4 2024, buying an estimated $167K and bringing the position to 104,134 shares worth $5.56M. The position accounts for 1.14% of the portfolio, ranked #25.

TAP Consulting first reported a position in XLSR in Q3 2023 and has held it in 6 quarters since. 104 funds tracked by Wall St. Rank hold XLSR as of Q4 2024.

  • TAP Consulting held 104,134 shares of State Street US Sector Rotation ETF worth $5.56M as of Q4 2024.
  • TAP Consulting bought 3,120 State Street US Sector Rotation ETF shares in Q4 2024, an estimated $167K.
  • State Street US Sector Rotation ETF made up 1.14% of TAP Consulting's portfolio in Q4 2024, its #25 holding.
  • TAP Consulting first reported a position in State Street US Sector Rotation ETF in Q3 2023 and has held it in 6 quarters since.
  • 104 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.