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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HWP

Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LWMI

Landmark Wealth Management (Illinois) Normal, Illinois $302M AUM 16.89% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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.