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Capital CS Group’s State Street US Sector Rotation ETF XLSR Stock Holding History

Capital CS Group’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 		– Sell
-11,919
Closed -$743K – 92
2025
Q4 		$743K Buy
11,919
+1,388
+13% +$85.2K 1.14% 16
2025
Q3 		$628K Buy
10,531
+1,172
+13% +$66.8K 0.99% 20
2025
Q2 		$514K Sell
9,359
-707
-7% -$36.1K 0.83% 22
2025
Q1 		$511K Buy
10,066
+1,246
+14% +$66.7K 0.83% 18
2024
Q4 		$471K Buy
8,820
+982
+13% +$52.6K 0.62% 28
2024
Q3 		$406K Sell
7,838
-412
-5% -$20.8K 0.48% 37
2024
Q2 		$420K Buy
8,250
+801
+11% +$39.5K 0.47% 36
2024
Q1 		$371K Buy
+7,449
New +$355K 0.35% 43
2023
Q4 		– Sell
-33,366
Closed -$1.38M – 117
2023
Q3 		$1.38M Sell
33,366
-3,999
-11% -$173K 1.63% 4
2023
Q2 		$1.62M Buy
37,365
+32,199
+623% +$1.32M 1.61% 5
2023
Q1 		$207K Buy
+5,166
New +$206K 0.2% 48

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 $424B AUM 22.96% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $302M AUM 16.89% 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 $1.98B AUM 19.96% 1-Year Est. Return

Capital CS Group's XLSR Position: Q1 2026 in Review

Capital CS Group sold out of State Street US Sector Rotation ETF (XLSR) in Q1 2026, closing a stake of 11,919 shares — an estimated $743K sold.

Capital CS Group first reported a position in XLSR in Q1 2023 and held it in 11 quarters. The position peaked at $1.62M in Q2 2023. 132 funds tracked by Wall St. Rank hold XLSR as of Q1 2026.

  • Capital CS Group reported no remaining State Street US Sector Rotation ETF position as of Q1 2026 after selling out during the quarter.
  • Capital CS Group sold 11,919 State Street US Sector Rotation ETF shares in Q1 2026, an estimated $743K.
  • Capital CS Group first reported a position in State Street US Sector Rotation ETF in Q1 2023 and held it in 11 quarters.
  • Capital CS Group's State Street US Sector Rotation ETF position peaked at $1.62M in Q2 2023.
  • 132 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q1 2026.

Based on Capital CS Group's 13F filing for Q1 2026, filed 13 May 2026.