AWM
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AE Wealth Management’s State Street US Sector Rotation ETF XLSR Stock Holding History

AE Wealth Management’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
Q2 		$11.4M Buy
175,384
+18,018
+11% +$1.15M 0.05% 286
2026
Q1 		$9.09M Buy
157,366
+25,541
+19% +$1.56M 0.05% 304
2025
Q4 		$8.21M Buy
131,825
+4,701
+4% +$288K 0.05% 317
2025
Q3 		$7.58M Buy
127,124
+9,813
+8% +$560K 0.05% 310
2025
Q2 		$6.44M Buy
117,311
+11,361
+11% +$580K 0.05% 318
2025
Q1 		$5.38M Buy
105,950
+11,261
+12% +$603K 0.05% 331
2024
Q4 		$5.06M Buy
94,689
+2,770
+3% +$148K 0.04% 342
2024
Q3 		$4.76M Buy
91,919
+3,076
+3% +$155K 0.04% 344
2024
Q2 		$4.52M Buy
88,843
+9,020
+11% +$445K 0.05% 349
2024
Q1 		$3.98M Sell
79,823
-339,065
-81% -$16.1M 0.05% 347
2023
Q4 		$19.6M Buy
418,888
+88,214
+27% +$3.78M 0.1% 230
2023
Q3 		$13.6M Buy
330,674
+10,065
+3% +$435K 0.08% 296
2023
Q2 		$13.9M Buy
320,609
+42,470
+15% +$1.74M 0.08% 287
2023
Q1 		$11.2M Buy
278,139
+33,710
+14% +$1.34M 0.07% 323
2022
Q4 		$9.51M Buy
244,429
+94,315
+63% +$3.67M 0.07% 332
2022
Q3 		$5.39M Buy
150,114
+15,746
+12% +$627K 0.04% 418
2022
Q2 		$5.12M Buy
134,368
+9,903
+8% +$410K 0.04% 406
2022
Q1 		$5.63M Buy
124,465
+35,228
+39% +$1.57M 0.04% 405
2021
Q4 		$4.19M Buy
89,237
+10,636
+14% +$495K 0.03% 460
2021
Q3 		$3.47M Buy
78,601
+15,731
+25% +$715K 0.03% 468
2021
Q2 		$2.79M Buy
62,870
+7,306
+13% +$317K 0.02% 538
2021
Q1 		$2.28M Sell
55,564
-859
-2% -$35.1K 0.02% 534
2020
Q4 		$2.28M Buy
56,423
+858
+2% +$33K 0.03% 460
2020
Q3 		$2.03M Buy
55,565
+767
+1% +$27.2K 0.03% 412
2020
Q2 		$1.8M Buy
54,798
+401
+0.7% +$12.6K 0.03% 440
2020
Q1 		$1.52M Buy
54,397
+20,934
+63% +$682K 0.03% 375
2019
Q4 		$1.14M Buy
+33,463
New +$1.08M 0.02% 505

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $302M AUM 16.89% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return

AE Wealth Management's XLSR Position: Q2 2026 in Review

AE Wealth Management increased its State Street US Sector Rotation ETF (XLSR) stake by 11% in Q2 2026, buying an estimated $1.15M and bringing the position to 175,384 shares worth $11.4M. The position accounts for 0.05% of the portfolio, ranked #286.

AE Wealth Management first reported a position in XLSR in Q4 2019 and has held it in 27 quarters since. The position peaked at $19.6M in Q4 2023. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • AE Wealth Management held 175,384 shares of State Street US Sector Rotation ETF worth $11.4M as of Q2 2026.
  • AE Wealth Management bought 18,018 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $1.15M.
  • State Street US Sector Rotation ETF made up 0.05% of AE Wealth Management's portfolio in Q2 2026, its #286 holding.
  • AE Wealth Management first reported a position in State Street US Sector Rotation ETF in Q4 2019 and has held it in 27 quarters since.
  • AE Wealth Management's State Street US Sector Rotation ETF position peaked at $19.6M in Q4 2023.
  • 141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.