Compound Planning, Inc.
Position in XLSR — State Street(R) US Sector Rotation ETF
CIK 1978879
NEW YORK, NY
All Filings in XLSR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XLSR | $381,140 | 6,601 | Shares | Other | 2026-05-14 | |
| 2025-12-31 XLSR | $408,254 | 6,552 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 XLSR | $396,704 | 6,655 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 XLSR | $375,762 | 6,842 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 XLSR | $347,926 | 6,853 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 XLSR | $421,641 | 7,890 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 XLSR | $728,903 | 14,062 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 XLSR | $785,385 | 15,433 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 XLSR | $775,759 | 15,560 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 XLSR | $719,315 | 15,720 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 XLSR | $489,379 | 11,858 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 XLSR | $565,501 | 13,042 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 XLSR | $474,813 | 11,826 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||