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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
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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $265M AUM 13.4% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Balboa Wealth Partners's XLSR Position: Q1 2026 in Review

Balboa Wealth Partners increased its State Street US Sector Rotation ETF (XLSR) stake by 5% in Q1 2026, buying an estimated $84.5K and bringing the position to 29,185 shares worth $1.69M. The position accounts for 0.28% of the portfolio, ranked #57.

Balboa Wealth Partners first reported a position in XLSR in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.73M in Q4 2025. 132 funds tracked by Wall St. Rank hold XLSR as of Q1 2026.

  • Balboa Wealth Partners held 29,185 shares of State Street US Sector Rotation ETF worth $1.69M as of Q1 2026.
  • Balboa Wealth Partners bought 1,387 State Street US Sector Rotation ETF shares in Q1 2026, an estimated $84.5K.
  • State Street US Sector Rotation ETF made up 0.28% of Balboa Wealth Partners's portfolio in Q1 2026, its #57 holding.
  • Balboa Wealth Partners first reported a position in State Street US Sector Rotation ETF in Q3 2022 and has held it in 15 quarters since.
  • Balboa Wealth Partners's State Street US Sector Rotation ETF position peaked at $1.73M in Q4 2025.
  • 132 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.