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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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

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

Apella Capital's XLSR Position: Q2 2026 in Review

Apella Capital reduced its State Street US Sector Rotation ETF (XLSR) stake by 3.7% in Q2 2026, selling an estimated $63.2K and leaving 26,040 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #292.

Apella Capital first reported a position in XLSR in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.92M in Q3 2021. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

Apella Capital held 26,040 shares of State Street US Sector Rotation ETF worth $1.68M as of Q2 2026.
Apella Capital sold 994 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $63.2K.
State Street US Sector Rotation ETF made up 0.02% of Apella Capital's portfolio in Q2 2026, its #292 holding.
Apella Capital first reported a position in State Street US Sector Rotation ETF in Q2 2021 and has held it in 20 quarters since.
Apella Capital's State Street US Sector Rotation ETF position peaked at $3.92M in Q3 2021.
141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.