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

Atomi Financial Group’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 		$395K Sell
6,084
-517
-8% -$32.9K 0.01% 891
2026
Q1 		$381K Buy
6,601
+49
+0.7% +$2.99K 0.01% 826
2025
Q4 		$408K Sell
6,552
-103
-2% -$6.32K 0.01% 789
2025
Q3 		$397K Sell
6,655
-187
-3% -$10.7K 0.01% 750
2025
Q2 		$376K Sell
6,842
-11
-0.2% -$562 0.01% 704
2025
Q1 		$348K Sell
6,853
-1,037
-13% -$55.5K 0.02% 694
2024
Q4 		$422K Sell
7,890
-6,172
-44% -$330K 0.02% 548
2024
Q3 		$729K Sell
14,062
-1,371
-9% -$69.2K 0.05% 323
2024
Q2 		$785K Sell
15,433
-127
-0.8% -$6.27K 0.06% 262
2024
Q1 		$776K Sell
15,560
-160
-1% -$7.62K 0.07% 232
2023
Q4 		$719K Buy
15,720
+3,862
+33% +$166K 0.1% 183
2023
Q3 		$489K Sell
11,858
-1,184
-9% -$51.1K 0.16% 154
2023
Q2 		$565K Buy
13,042
+1,216
+10% +$49.7K 0.26% 122
2023
Q1 		$475K Buy
+11,826
New +$471K 0.27% 103

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

Atomi Financial Group's XLSR Position: Q2 2026 in Review

Atomi Financial Group reduced its State Street US Sector Rotation ETF (XLSR) stake by 7.8% in Q2 2026, selling an estimated $32.9K and leaving 6,084 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #891.

Atomi Financial Group first reported a position in XLSR in Q1 2023 and has held it in 14 quarters since. The position peaked at $785K in Q2 2024. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • Atomi Financial Group held 6,084 shares of State Street US Sector Rotation ETF worth $395K as of Q2 2026.
  • Atomi Financial Group sold 517 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $32.9K.
  • State Street US Sector Rotation ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #891 holding.
  • Atomi Financial Group first reported a position in State Street US Sector Rotation ETF in Q1 2023 and has held it in 14 quarters since.
  • Atomi Financial Group's State Street US Sector Rotation ETF position peaked at $785K in Q2 2024.
  • 141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.