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Annis Gardner Whiting Capital Advisors’s State Street US Sector Rotation ETF XLSR Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-517
Closed -$29.9K – 1276
2026
Q1 		$29.9K Hold
517
– – ﹤0.01% 659
2025
Q4 		$32.2K Hold
517
– – 0.01% 587
2025
Q3 		$30.8K Hold
517
– – 0.01% 551
2025
Q2 		$28.4K Hold
517
– – 0.01% 499
2025
Q1 		$26.2K Hold
517
– – 0.01% 419
2024
Q4 		$27.6K Hold
517
– – 0.01% 403
2024
Q3 		$26.8K Hold
517
– – 0.01% 427
2024
Q2 		$26.3K Buy
+517
New +$25.5K 0.01% 510

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

Annis Gardner Whiting Capital Advisors's XLSR Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of State Street US Sector Rotation ETF (XLSR) in Q2 2026, closing a stake of 517 shares — an estimated $29.9K sold.

Annis Gardner Whiting Capital Advisors first reported a position in XLSR in Q2 2024 and held it in 8 quarters. The position peaked at $32.2K in Q4 2025. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining State Street US Sector Rotation ETF position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 517 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $29.9K.
  • Annis Gardner Whiting Capital Advisors first reported a position in State Street US Sector Rotation ETF in Q2 2024 and held it in 8 quarters.
  • Annis Gardner Whiting Capital Advisors's State Street US Sector Rotation ETF position peaked at $32.2K in Q4 2025.
  • 141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.