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Walkner Condon Financial Advisors’s State Street US Sector Rotation ETF XLSR Stock Holding History

Walkner Condon Financial Advisors’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
2022
Q1 		– Sell
-4,526
Closed -$213K – 222
2021
Q4 		$213K Buy
+4,526
New +$211K 0.14% 114
2021
Q3 		– Sell
-5,025
Closed -$223K – 182
2021
Q2 		$223K Buy
+5,025
New +$218K 0.08% 155

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $290M AUM 19.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Walkner Condon Financial Advisors's XLSR Position: Q1 2022 in Review

Walkner Condon Financial Advisors sold out of State Street US Sector Rotation ETF (XLSR) in Q1 2022, closing a stake of 4,526 shares — an estimated $213K sold.

Walkner Condon Financial Advisors first reported a position in XLSR in Q2 2021 and held it in 2 quarters. The position peaked at $223K in Q2 2021. 49 funds tracked by Wall St. Rank hold XLSR as of Q1 2022.

  • Walkner Condon Financial Advisors reported no remaining State Street US Sector Rotation ETF position as of Q1 2022 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 4,526 State Street US Sector Rotation ETF shares in Q1 2022, an estimated $213K.
  • Walkner Condon Financial Advisors first reported a position in State Street US Sector Rotation ETF in Q2 2021 and held it in 2 quarters.
  • Walkner Condon Financial Advisors's State Street US Sector Rotation ETF position peaked at $223K in Q2 2021.
  • 49 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q1 2022.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2022, filed 3 May 2022.