AF
XLSR icon

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
Q2 		$12.3K Sell
189
-305
-62% -$19.4K ﹤0.01% 3577
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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 $2.27B AUM 16.1% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return

Allworth Financial's XLSR Position: Q2 2026 in Review

Allworth Financial reduced its State Street US Sector Rotation ETF (XLSR) stake by 62% in Q2 2026, selling an estimated $19.4K and leaving 189 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3577.

Allworth Financial first reported a position in XLSR in Q4 2024 and has held it in 7 quarters since. The position peaked at $377K in Q4 2024. 142 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • Allworth Financial held 189 shares of State Street US Sector Rotation ETF worth $12.3K as of Q2 2026.
  • Allworth Financial sold 305 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $19.4K.
  • State Street US Sector Rotation ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3577 holding.
  • Allworth Financial first reported a position in State Street US Sector Rotation ETF in Q4 2024 and has held it in 7 quarters since.
  • Allworth Financial's State Street US Sector Rotation ETF position peaked at $377K in Q4 2024.
  • 142 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.