XLSR β€” SPDR SSGA U.S. SECTOR ROTATION ETF

Ownership history in Global Financial Private Client, LLC  Β·  7 quarters on record

AI Ownership Summary

Global Financial Private Client, LLC reported SPDR SSGA U.S. SECTOR ROTATION ETF (XLSR) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.4% in 2025 Q4. The latest visible filing shows XLSR at 1.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XLSR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Financial Private Client, LLC's position in SPDR SSGA U.S. SECTOR ROTATION ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XLSR was reported at 1.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.4% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Global Financial Private Client, LLC held XLSR β€” position size vs. price
% of Fund (quarterly)    XLSR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 64,077 +2,026 +3.3% 1.40% $4.0M 2026-02-14 (Est.) $60.70
2025 Q3 ADDED 62,051 +6,739 +12.2% 1.32% $3.7M 2025-10-21 $60.45
2025 Q2 ADDED 55,312 +4,235 +8.3% 1.14% $3.0M 2025-07-10 $55.21
2025 Q1 ADDED 51,077 +1,484 +3.0% 0.99% $2.6M 2025-04-08 $44.37
2024 Q4 ADDED 49,593 +1,124 +2.3% 0.99% $2.7M 2025-01-14 $52.52
2024 Q3 ADDED 48,469 +67 +0.1% 0.98% $2.5M 2024-10-07 $50.95
2024 Q2 INITIATED 48,402 β€” β€” 1.03% $2.5M 2024-07-29 $49.37

FAQ About Global Financial Private Client, LLC and XLSR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Financial Private Client, LLC reported owning XLSR?

Global Financial Private Client, LLC reported XLSR across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported XLSR position in Global Financial Private Client, LLC's portfolio?

The largest reported portfolio weight for XLSR was 1.40% in 2025 Q4.

What is the latest reported XLSR position on this page?

The most recent filing on this page is 2025 Q4, when Global Financial Private Client, LLC reported 64,077 shares, equal to 1.40% of portfolio, with an estimated market value of $4.0M.

What does the chart on this XLSR ownership page compare?

The chart compares Global Financial Private Client, LLC's quarterly XLSR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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