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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
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

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

Balboa Wealth Partners's XLSR Position: Q2 2026 in Review

Balboa Wealth Partners reduced its State Street US Sector Rotation ETF (XLSR) stake by 34% in Q2 2026, selling an estimated $631K and leaving 19,273 shares worth $1.25M. The position accounts for 0.17% of the portfolio, ranked #102.

Balboa Wealth Partners first reported a position in XLSR in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.73M in Q4 2025. 142 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • Balboa Wealth Partners held 19,273 shares of State Street US Sector Rotation ETF worth $1.25M as of Q2 2026.
  • Balboa Wealth Partners sold 9,912 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $631K.
  • State Street US Sector Rotation ETF made up 0.17% of Balboa Wealth Partners's portfolio in Q2 2026, its #102 holding.
  • Balboa Wealth Partners first reported a position in State Street US Sector Rotation ETF in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's State Street US Sector Rotation ETF position peaked at $1.73M in Q4 2025.
  • 142 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.