Balboa Wealth Partners
XLSR icon

Balboa Wealth Partners’s State Street US Sector Rotation ETF XLSR Stock Holding History

Balboa Wealth Partners’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 		$1.27M Sell
19,079
-194
-1% -$12.7K 0.17% 105
2026
Q2 		$1.25M Sell
19,273
-9,912
-34% -$631K 0.17% 102
2026
Q1 		$1.69M Buy
29,185
+1,387
+5% +$84.5K 0.28% 57
2025
Q4 		$1.73M Sell
27,798
-808
-3% -$49.6K 0.29% 57
2025
Q3 		$1.71M Sell
28,606
-1,104
-4% -$63K 0.29% 58
2025
Q2 		$1.63M Sell
29,710
-799
-3% -$40.8K 0.33% 59
2025
Q1 		$1.55M Buy
30,509
+1,784
+6% +$95.6K 0.37% 51
2024
Q4 		$1.54M Sell
28,725
-1,722
-6% -$92.2K 0.35% 54
2024
Q3 		$1.58M Buy
30,447
+1,140
+4% +$57.6K 0.39% 41
2024
Q2 		$1.49M Sell
29,307
-542
-2% -$26.7K 0.39% 46
2024
Q1 		$1.49M Buy
29,849
+5,738
+24% +$273K 0.44% 41
2023
Q4 		$1.1M Sell
24,111
-523
-2% -$22.4K 0.37% 49
2023
Q3 		$1.02M Sell
24,634
-655
-3% -$28.3K 0.38% 43
2023
Q2 		$1.1M Buy
25,289
+4,015
+19% +$164K 0.38% 42
2023
Q1 		$854K Sell
21,274
-606
-3% -$24.1K 0.32% 59
2022
Q4 		$851K Buy
21,880
+7,517
+52% +$292K 0.38% 64
2022
Q3 		$516K Buy
+14,363
New +$572K 0.23% 86

Other funds holding XLSR

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $302M AUM 9.56% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Hibernia Wealth Partners
Hibernia Wealth Partners Baton Rouge, Louisiana $192M AUM 9.3% 1-Year Est. Return
Aspire Private Capital
Aspire Private Capital Cornelius, North Carolina $482M AUM 10.82% 1-Year Est. Return
Raleigh Capital Management
Raleigh Capital Management Cary, North Carolina $322M AUM 16.27% 1-Year Est. Return
SMART Wealth
SMART Wealth Omaha, Nebraska $492M AUM 27.45% 1-Year Est. Return
Legacy Wealth Partners (Colorado)
Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Global Financial Private Client
Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return

Balboa Wealth Partners's XLSR Position: Q3 2026 in Review

Balboa Wealth Partners reduced its State Street US Sector Rotation ETF (XLSR) stake by 1% in Q3 2026, selling an estimated $12.7K and leaving 19,079 shares worth $1.27M. The position accounts for 0.17% of the portfolio, ranked #105.

Balboa Wealth Partners first reported a position in XLSR in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.73M in Q4 2025. 86 funds tracked by Wall St. Rank hold XLSR as of Q3 2026.

  • Balboa Wealth Partners held 19,079 shares of State Street US Sector Rotation ETF worth $1.27M as of Q3 2026.
  • Balboa Wealth Partners sold 194 State Street US Sector Rotation ETF shares in Q3 2026, an estimated $12.7K.
  • State Street US Sector Rotation ETF made up 0.17% of Balboa Wealth Partners's portfolio in Q3 2026, its #105 holding.
  • Balboa Wealth Partners first reported a position in State Street US Sector Rotation ETF in Q3 2022 and has held it in 17 quarters since.
  • Balboa Wealth Partners's State Street US Sector Rotation ETF position peaked at $1.73M in Q4 2025.
  • 86 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.