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

Tidemark’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
Q2 		– Sell
-322
Closed -$16.1K – 728
2024
Q1 		$16.1K Hold
322
– – 0.01% 373
2023
Q4 		$14.7K Buy
+322
New +$13.8K 0.01% 375

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
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Tidemark's XLSR Position: Q2 2024 in Review

Tidemark sold out of State Street US Sector Rotation ETF (XLSR) in Q2 2024, closing a stake of 322 shares — an estimated $16.1K sold.

Tidemark first reported a position in XLSR in Q4 2023 and held it in 2 quarters. The position peaked at $16.1K in Q1 2024. 91 funds tracked by Wall St. Rank hold XLSR as of Q2 2024.

  • Tidemark reported no remaining State Street US Sector Rotation ETF position as of Q2 2024 after selling out during the quarter.
  • Tidemark sold 322 State Street US Sector Rotation ETF shares in Q2 2024, an estimated $16.1K.
  • Tidemark first reported a position in State Street US Sector Rotation ETF in Q4 2023 and held it in 2 quarters.
  • Tidemark's State Street US Sector Rotation ETF position peaked at $16.1K in Q1 2024.
  • 91 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2024.

Based on Tidemark's 13F filing for Q2 2024, filed 12 Aug 2024.