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Capital A Wealth Management’s State Street US Sector Rotation ETF XLSR Stock Holding History

Capital A 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
2025
Q2 		– Sell
-15
Closed -$762 – 856
2025
Q1 		$762 Sell
15
-22
-59% -$1.18K ﹤0.01% 568
2024
Q4 		$1.98K Buy
+37
New +$1.98K ﹤0.01% 477

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 $20.9B AUM 19.34% 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 $16B AUM 26.77% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $265M AUM 13.4% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Capital A Wealth Management's XLSR Position: Q2 2025 in Review

Capital A Wealth Management sold out of State Street US Sector Rotation ETF (XLSR) in Q2 2025, closing a stake of 15 shares — an estimated $762 sold.

Capital A Wealth Management first reported a position in XLSR in Q4 2024 and held it in 2 quarters. The position peaked at $1.98K in Q4 2024. 112 funds tracked by Wall St. Rank hold XLSR as of Q2 2025.

  • Capital A Wealth Management reported no remaining State Street US Sector Rotation ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 15 State Street US Sector Rotation ETF shares in Q2 2025, an estimated $762.
  • Capital A Wealth Management first reported a position in State Street US Sector Rotation ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's State Street US Sector Rotation ETF position peaked at $1.98K in Q4 2024.
  • 112 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.