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Aegis Wealth Management (Iowa)’s State Street US Sector Rotation ETF XLSR Stock Holding History

Aegis Wealth Management (Iowa)’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 		$1.78M Buy
27,414
+10,115
+58% +$644K 1.15% 19
2026
Q1 		$999K Buy
17,299
+5,728
+50% +$349K 0.78% 28
2025
Q4 		$721K Buy
+11,571
New +$710K 0.57% 39

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

Aegis Wealth Management (Iowa)'s XLSR Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) increased its State Street US Sector Rotation ETF (XLSR) stake by 58% in Q2 2026, buying an estimated $644K and bringing the position to 27,414 shares worth $1.78M. The position accounts for 1.15% of the portfolio, ranked #19.

Aegis Wealth Management (Iowa) first reported a position in XLSR in Q4 2025 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 27,414 shares of State Street US Sector Rotation ETF worth $1.78M as of Q2 2026.
  • Aegis Wealth Management (Iowa) bought 10,115 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $644K.
  • State Street US Sector Rotation ETF made up 1.15% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #19 holding.
  • Aegis Wealth Management (Iowa) first reported a position in State Street US Sector Rotation ETF in Q4 2025 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.