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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
Q1 		$999K Buy
17,299
+5,728
+50% +$349K 0.78% 28
2025
Q4 		$721K Buy
+11,571
New +$710K 0.57% 39

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NA
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