Atria Investments’s State Street US Sector Rotation ETF XLSR Stock Holding History

Atria Investments’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	$517K	Sell	7,969 -311	-4%	-$19.8K	0.01%	1497
2026 Q1	$478K	Buy	8,280 +391	+5%	+$23.8K	0.01%	1472
2025 Q4	$492K	Sell	7,889 -160	-2%	-$9.82K	0.01%	1461
2025 Q3	$480K	Buy	8,049 +273	+4%	+$15.6K	0.01%	1434
2025 Q2	$427K	Sell	7,776 -1,757	-18%	-$89.7K	0.01%	1512
2025 Q1	$484K	Buy	9,533 +2,988	+46%	+$160K	0.01%	1377
2024 Q4	$350K	Sell	6,545 -3,452	-35%	-$185K	﹤0.01%	1510
2024 Q3	$518K	Buy	9,997 +1,437	+17%	+$72.6K	0.01%	1298
2024 Q2	$436K	Buy	+8,560	New	+$422K	0.01%	1375

Other funds holding XLSR

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 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 $2.27B AUM 16.1% 1-Year Est. Return

HWP

Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return

Atria Investments's XLSR Position: Q2 2026 in Review

Atria Investments reduced its State Street US Sector Rotation ETF (XLSR) stake by 3.8% in Q2 2026, selling an estimated $19.8K and leaving 7,969 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #1497.

Atria Investments first reported a position in XLSR in Q2 2024 and has held it in 9 quarters since. The position peaked at $518K in Q3 2024. 142 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

Atria Investments held 7,969 shares of State Street US Sector Rotation ETF worth $517K as of Q2 2026.
Atria Investments sold 311 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $19.8K.
State Street US Sector Rotation ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1497 holding.
Atria Investments first reported a position in State Street US Sector Rotation ETF in Q2 2024 and has held it in 9 quarters since.
Atria Investments's State Street US Sector Rotation ETF position peaked at $518K in Q3 2024.
142 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.