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USAdvisors Wealth Management’s State Street US Sector Rotation ETF XLSR Stock Holding History

USAdvisors Wealth Management’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
-6,230
Closed -$319K – 138
2024
Q2 		$319K Buy
6,230
+12
+0.2% +$592 0.11% 98
2024
Q1 		$309K Buy
6,218
+11
+0.2% +$524 0.12% 111
2023
Q4 		$284K Hold
6,207
– – 0.12% 105
2023
Q3 		$256K Buy
6,207
+35
+0.6% +$1.51K 0.11% 94
2023
Q2 		$268K Buy
6,172
+19
+0.3% +$777 0.13% 90
2023
Q1 		$247K Buy
6,153
+17
+0.3% +$676 0.12% 103
2022
Q4 		$239K Buy
6,136
+23
+0.4% +$894 0.12% 102
2022
Q3 		$220K Buy
6,113
+51
+0.8% +$2.03K 0.11% 107
2022
Q2 		$231K Buy
6,062
+21
+0.3% +$870 0.12% 104
2022
Q1 		$273K Buy
6,041
+186
+3% +$8.29K 0.12% 102
2021
Q4 		$275K Sell
5,855
-1
-0% -$47 0.11% 102
2021
Q3 		$259K Buy
5,856
+10
+0.2% +$455 0.11% 95
2021
Q2 		$259K Buy
+5,846
New +$254K 0.14% 96
2019
Q4 		– Sell
-7,489
Closed -$835K – 88
2019
Q3 		$835K Buy
+7,489
New +$232K 0.43% 26

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
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 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

USAdvisors Wealth Management's XLSR Position: Q3 2024 in Review

USAdvisors Wealth Management sold out of State Street US Sector Rotation ETF (XLSR) in Q3 2024, closing a stake of 6,230 shares — an estimated $319K sold.

USAdvisors Wealth Management first reported a position in XLSR in Q3 2019 and held it in 14 quarters. The position peaked at $835K in Q3 2019. 92 funds tracked by Wall St. Rank hold XLSR as of Q3 2024.

  • USAdvisors Wealth Management reported no remaining State Street US Sector Rotation ETF position as of Q3 2024 after selling out during the quarter.
  • USAdvisors Wealth Management sold 6,230 State Street US Sector Rotation ETF shares in Q3 2024, an estimated $319K.
  • USAdvisors Wealth Management first reported a position in State Street US Sector Rotation ETF in Q3 2019 and held it in 14 quarters.
  • USAdvisors Wealth Management's State Street US Sector Rotation ETF position peaked at $835K in Q3 2019.
  • 92 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2024.

Based on USAdvisors Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.