Allworth Financial’s State Street US Sector Rotation ETF XLSR Stock Holding History

Allworth Financial’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	$28.5K	Hold	494	–	–	﹤0.01%	2741
2025 Q4	$30.8K	Sell	494 -266	-35%	-$16.3K	﹤0.01%	2523
2025 Q3	$45.3K	Sell	760 -3,301	-81%	-$188K	﹤0.01%	2163
2025 Q2	$223K	Sell	4,061 -2,517	-38%	-$129K	﹤0.01%	1133
2025 Q1	$323K	Sell	6,578 -236	-3%	-$12.6K	﹤0.01%	805
2024 Q4	$377K	Buy	+6,814	New	+$365K	﹤0.01%	760

Other funds holding XLSR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

HWP

Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LWMI

Landmark Wealth Management (Illinois) Normal, Illinois $265M AUM 13.4% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Allworth Financial's XLSR Position: Q1 2026 in Review

Allworth Financial held its State Street US Sector Rotation ETF (XLSR) position steady in Q1 2026 at 494 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2741.

Allworth Financial first reported a position in XLSR in Q4 2024 and has held it in 6 quarters since. The position peaked at $377K in Q4 2024. 132 funds tracked by Wall St. Rank hold XLSR as of Q1 2026.

Allworth Financial held 494 shares of State Street US Sector Rotation ETF worth $28.5K as of Q1 2026.
Allworth Financial left its State Street US Sector Rotation ETF share count unchanged in Q1 2026.
State Street US Sector Rotation ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2741 holding.
Allworth Financial first reported a position in State Street US Sector Rotation ETF in Q4 2024 and has held it in 6 quarters since.
Allworth Financial's State Street US Sector Rotation ETF position peaked at $377K in Q4 2024.
132 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.