Castleview Partners’s State Street US Sector Rotation ETF XLSR Stock Holding History

Castleview 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	$342K	Sell	5,280 -157	-3%	-$9.99K	0.15%	148
2026 Q1	$314K	Buy	5,437 +4	+0.1%	+$244	0.16%	141
2025 Q4	$339K	Sell	5,433 -458	-8%	-$28.1K	0.17%	127
2025 Q3	$351K	Buy	5,891 +4	+0.1%	+$228	0.19%	108
2025 Q2	$323K	Buy	5,887 +81	+1%	+$4.14K	0.21%	124
2025 Q1	$295K	Sell	5,806 -3,971	-41%	-$213K	0.2%	128
2024 Q4	$521K	Buy	9,777 +467	+5%	+$25K	0.28%	89
2024 Q3	$483K	Sell	9,310 -4,509	-33%	-$228K	0.28%	84
2024 Q2	$703K	Buy	13,819 +4,353	+46%	+$215K	0.4%	54
2024 Q1	$472K	Buy	9,466 +3,581	+61%	+$170K	0.26%	86
2023 Q4	$269K	Sell	5,885 -851	-13%	-$36.5K	0.19%	115
2023 Q3	$278K	Sell	6,736 -402	-6%	-$17.4K	0.26%	90
2023 Q2	$309K	Buy	7,138 +919	+15%	+$37.6K	0.28%	82
2023 Q1	$250K	Sell	6,219 -124	-2%	-$4.93K	0.22%	107
2022 Q4	$247K	Buy	6,343 +941	+17%	+$36.6K	0.24%	98
2022 Q3	$194K	Sell	5,402 -13,601	-72%	-$542K	0.19%	121
2022 Q2	$516K	Buy	19,003 +11,843	+165%	+$491K	0.41%	51
2022 Q1	$324K	Buy	+7,160	New	+$319K	0.2%	106
2021 Q2	$257K	Buy	+5,781	New	+$251K	0.11%	191

Other funds holding XLSR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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

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

Castleview Partners's XLSR Position: Q2 2026 in Review

Castleview Partners reduced its State Street US Sector Rotation ETF (XLSR) stake by 2.9% in Q2 2026, selling an estimated $9.99K and leaving 5,280 shares worth $342K. The position accounts for 0.15% of the portfolio, ranked #148.

Castleview Partners first reported a position in XLSR in Q2 2021 and has held it in 19 quarters since. The position peaked at $703K in Q2 2024. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

Castleview Partners held 5,280 shares of State Street US Sector Rotation ETF worth $342K as of Q2 2026.
Castleview Partners sold 157 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $9.99K.
State Street US Sector Rotation ETF made up 0.15% of Castleview Partners's portfolio in Q2 2026, its #148 holding.
Castleview Partners first reported a position in State Street US Sector Rotation ETF in Q2 2021 and has held it in 19 quarters since.
Castleview Partners's State Street US Sector Rotation ETF position peaked at $703K in Q2 2024.
141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.