AWM
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Axxcess Wealth Management’s State Street US Sector Rotation ETF XLSR Stock Holding History

Axxcess Wealth Management’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 		$3.89M Sell
59,957
-11,885
-17% -$756K 0.06% 269
2026
Q1 		$4.15M Sell
71,842
-2,530
-3% -$154K 0.13% 138
2025
Q4 		$4.63M Sell
74,372
-11,296
-13% -$693K 0.08% 223
2025
Q3 		$5.11M Sell
85,668
-9,614
-10% -$548K 0.11% 156
2025
Q2 		$5.23M Sell
95,282
-5,381
-5% -$275K 0.12% 145
2025
Q1 		$5.11M Buy
100,663
+3,559
+4% +$191K 0.14% 131
2024
Q4 		$5.19M Sell
97,104
-10,200
-10% -$546K 0.12% 137
2024
Q3 		$5.56M Sell
107,304
-2,943
-3% -$149K 0.14% 128
2024
Q2 		$5.61M Sell
110,247
-2,138
-2% -$106K 0.15% 119
2024
Q1 		$5.6M Buy
112,385
+10,180
+10% +$485K 0.15% 119
2023
Q4 		$4.68M Sell
102,205
-1,462
-1% -$62.7K 0.14% 133
2023
Q3 		$4.28M Buy
103,667
+5,576
+6% +$241K 0.15% 121
2023
Q2 		$4.25M Buy
98,091
+8,261
+9% +$338K 0.31% 74
2023
Q1 		$3.61M Buy
89,830
+2,667
+3% +$106K 0.27% 78
2022
Q4 		$3.39M Buy
87,163
+21,020
+32% +$817K 0.28% 77
2022
Q3 		$2.38M Buy
66,143
+4,407
+7% +$176K 0.22% 90
2022
Q2 		$2.35M Buy
61,736
+27,437
+80% +$1.14M 0.22% 97
2022
Q1 		$1.55M Sell
34,299
-614
-2% -$27.4K 0.12% 142
2021
Q4 		$1.64M Buy
+34,913
New +$1.63M 0.12% 138

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

Axxcess Wealth Management's XLSR Position: Q2 2026 in Review

Axxcess Wealth Management reduced its State Street US Sector Rotation ETF (XLSR) stake by 17% in Q2 2026, selling an estimated $756K and leaving 59,957 shares worth $3.89M. The position accounts for 0.06% of the portfolio, ranked #269.

Axxcess Wealth Management first reported a position in XLSR in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.61M in Q2 2024. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • Axxcess Wealth Management held 59,957 shares of State Street US Sector Rotation ETF worth $3.89M as of Q2 2026.
  • Axxcess Wealth Management sold 11,885 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $756K.
  • State Street US Sector Rotation ETF made up 0.06% of Axxcess Wealth Management's portfolio in Q2 2026, its #269 holding.
  • Axxcess Wealth Management first reported a position in State Street US Sector Rotation ETF in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's State Street US Sector Rotation ETF position peaked at $5.61M in Q2 2024.
  • 141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.