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Verus Capital Partners’s State Street US Sector Rotation ETF XLSR Stock Holding History

Verus Capital 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
Q4 		– Sell
-4,361
Closed -$226K – 393
2024
Q3 		$226K Sell
4,361
-608
-12% -$30.7K 0.02% 321
2024
Q2 		$253K Sell
4,969
-13
-0.3% -$642 0.03% 286
2024
Q1 		$248K Sell
4,982
-67
-1% -$3.19K 0.03% 295
2023
Q4 		$231K Buy
+5,049
New +$216K 0.03% 279

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 $20.9B AUM 19.34% 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 $16B AUM 26.77% 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

Verus Capital Partners's XLSR Position: Q4 2024 in Review

Verus Capital Partners sold out of State Street US Sector Rotation ETF (XLSR) in Q4 2024, closing a stake of 4,361 shares — an estimated $226K sold.

Verus Capital Partners first reported a position in XLSR in Q4 2023 and held it in 4 quarters. The position peaked at $253K in Q2 2024. 104 funds tracked by Wall St. Rank hold XLSR as of Q4 2024.

  • Verus Capital Partners reported no remaining State Street US Sector Rotation ETF position as of Q4 2024 after selling out during the quarter.
  • Verus Capital Partners sold 4,361 State Street US Sector Rotation ETF shares in Q4 2024, an estimated $226K.
  • Verus Capital Partners first reported a position in State Street US Sector Rotation ETF in Q4 2023 and held it in 4 quarters.
  • Verus Capital Partners's State Street US Sector Rotation ETF position peaked at $253K in Q2 2024.
  • 104 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q4 2024.

Based on Verus Capital Partners's 13F filing for Q4 2024, filed 5 Feb 2025.