Brown, Lisle/Cummings
XLSR icon

Brown, Lisle/Cummings’s State Street US Sector Rotation ETF XLSR Stock Holding History

Brown, Lisle/Cummings’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 		$154K Buy
2,323
+84
+4% +$5.51K 0.03% 254
2026
Q2 		$145K Buy
2,239
+703
+46% +$44.7K 0.03% 264
2026
Q1 		$88.7K Buy
+1,536
New +$93.6K 0.02% 297

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 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

Brown, Lisle/Cummings's XLSR Position: Q3 2026 in Review

Brown, Lisle/Cummings increased its State Street US Sector Rotation ETF (XLSR) stake by 3.8% in Q3 2026, buying an estimated $5.51K and bringing the position to 2,323 shares worth $154K. The position accounts for 0.03% of the portfolio, ranked #254.

Brown, Lisle/Cummings first reported a position in XLSR in Q1 2026 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold XLSR as of Q3 2026.

  • Brown, Lisle/Cummings held 2,323 shares of State Street US Sector Rotation ETF worth $154K as of Q3 2026.
  • Brown, Lisle/Cummings bought 84 State Street US Sector Rotation ETF shares in Q3 2026, an estimated $5.51K.
  • State Street US Sector Rotation ETF made up 0.03% of Brown, Lisle/Cummings's portfolio in Q3 2026, its #254 holding.
  • Brown, Lisle/Cummings first reported a position in State Street US Sector Rotation ETF in Q1 2026 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q3 2026, filed 16 Oct 2026.