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Advisory Services Network’s State Street US Sector Rotation ETF XLSR Stock Holding History

Advisory Services Network’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
2026
Q1 		– Sell
-4,790
Closed -$298K – 4842
2025
Q4 		$298K Buy
4,790
+596
+14% +$36.6K ﹤0.01% 1486
2025
Q3 		$250K Buy
+4,194
New +$239K ﹤0.01% 1571

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $302M AUM 16.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Advisory Services Network's XLSR Position: Q1 2026 in Review

Advisory Services Network sold out of State Street US Sector Rotation ETF (XLSR) in Q1 2026, closing a stake of 4,790 shares — an estimated $298K sold.

Advisory Services Network first reported a position in XLSR in Q3 2025 and held it in 2 quarters. The position peaked at $298K in Q4 2025. 132 funds tracked by Wall St. Rank hold XLSR as of Q1 2026.

  • Advisory Services Network reported no remaining State Street US Sector Rotation ETF position as of Q1 2026 after selling out during the quarter.
  • Advisory Services Network sold 4,790 State Street US Sector Rotation ETF shares in Q1 2026, an estimated $298K.
  • Advisory Services Network first reported a position in State Street US Sector Rotation ETF in Q3 2025 and held it in 2 quarters.
  • Advisory Services Network's State Street US Sector Rotation ETF position peaked at $298K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.