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Triad Wealth Partners’s State Street US Sector Rotation ETF XLSR Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-2
Closed -$87 – 966
2024
Q2 		$87 Buy
+2
New +$99 ﹤0.01% 955

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PAS
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GM
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APC
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NA
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LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $265M AUM 13.4% 1-Year Est. Return
Mariner
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Triad Wealth Partners's XLSR Position: Q3 2024 in Review

Triad Wealth Partners sold out of State Street US Sector Rotation ETF (XLSR) in Q3 2024, closing a stake of 2 shares — an estimated $87 sold.

Triad Wealth Partners first reported a position in XLSR in Q2 2024 and held it in 1 quarter. The position peaked at $87 in Q2 2024. 92 funds tracked by Wall St. Rank hold XLSR as of Q3 2024.

  • Triad Wealth Partners reported no remaining State Street US Sector Rotation ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 2 State Street US Sector Rotation ETF shares in Q3 2024, an estimated $87.
  • Triad Wealth Partners first reported a position in State Street US Sector Rotation ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's State Street US Sector Rotation ETF position peaked at $87 in Q2 2024.
  • 92 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.