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XLSR icon

Apella Capital’s State Street US Sector Rotation ETF XLSR Stock Holding History

Apella Capital’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
Q3 		$1.66M Sell
24,565
-1,475
-6% -$96.8K 0.02% 307
2026
Q2 		$1.68M Sell
26,040
-994
-4% -$63.2K 0.02% 292
2026
Q1 		$1.68M Sell
27,034
-1,064
-4% -$64.8K 0.03% 282
2025
Q4 		$1.75M Buy
28,098
+318
+1% +$19.5K 0.03% 214
2025
Q3 		$1.66M Sell
27,780
-488
-2% -$27.8K 0.04% 196
2025
Q2 		$1.56M Buy
28,268
+24
+0.1% +$1.23K 0.04% 177
2025
Q1 		$1.39M Buy
28,244
+23
+0.1% +$1.23K 0.05% 161
2024
Q4 		$1.51M Sell
28,221
-142
-0.5% -$7.6K 0.06% 137
2024
Q3 		$1.46M Sell
28,363
-540
-2% -$27.3K 0.06% 124
2024
Q2 		$1.49M Sell
28,903
-85
-0.3% -$4.2K 0.07% 121
2024
Q1 		$1.43M Buy
28,988
+23
+0.1% +$1.09K 0.07% 116
2023
Q4 		$1.3M Sell
28,965
-109
-0.4% -$4.67K 0.07% 118
2023
Q3 		$1.2M Buy
29,074
+18
+0.1% +$777 0.08% 103
2023
Q2 		$1.26M Buy
+29,056
New +$1.19M 0.09% 100
2022
Q4 		$1.22M Sell
31,369
-1,900
-6% -$73.9K 0.11% 94
2022
Q3 		$1.2M Buy
33,269
+131
+0.4% +$5.22K 0.14% 87
2022
Q2 		$1.26M Sell
33,138
-4,743
-13% -$197K 0.15% 89
2022
Q1 		$1.72M Sell
37,881
-1,508
-4% -$67.2K 0.24% 62
2021
Q4 		$1.85M Sell
39,389
-49,373
-56% -$2.3M 0.24% 63
2021
Q3 		$3.92M Buy
88,762
+6,274
+8% +$285K 0.56% 40
2021
Q2 		$3.66M Buy
+82,488
New +$3.58M 0.6% 40

Other funds holding XLSR

SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.75% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Apella Capital's XLSR Position: Q3 2026 in Review

Apella Capital reduced its State Street US Sector Rotation ETF (XLSR) stake by 5.7% in Q3 2026, selling an estimated $96.8K and leaving 24,565 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #307.

Apella Capital first reported a position in XLSR in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.92M in Q3 2021. 15 funds tracked by Wall St. Rank hold XLSR as of Q3 2026.

  • Apella Capital held 24,565 shares of State Street US Sector Rotation ETF worth $1.66M as of Q3 2026.
  • Apella Capital sold 1,475 State Street US Sector Rotation ETF shares in Q3 2026, an estimated $96.8K.
  • State Street US Sector Rotation ETF made up 0.02% of Apella Capital's portfolio in Q3 2026, its #307 holding.
  • Apella Capital first reported a position in State Street US Sector Rotation ETF in Q2 2021 and has held it in 21 quarters since.
  • Apella Capital's State Street US Sector Rotation ETF position peaked at $3.92M in Q3 2021.
  • 15 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.