Cetera Investment Advisers
XLSR icon

Cetera Investment Advisers’s State Street US Sector Rotation ETF XLSR Stock Holding History

Cetera Investment Advisers’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 		$10.5M Buy
181,016
+16,652
+10% +$1.01M 0.01% 1042
2025
Q4 		$10.2M Buy
164,364
+10,497
+7% +$644K 0.01% 1014
2025
Q3 		$9.17M Buy
153,867
+16,292
+12% +$929K 0.01% 1038
2025
Q2 		$7.56M Buy
137,575
+24,381
+22% +$1.25M 0.01% 966
2025
Q1 		$5.75M Buy
113,194
+20,950
+23% +$1.12M 0.01% 1029
2024
Q4 		$4.93M Sell
92,244
-857
-0.9% -$45.9K 0.01% 1040
2024
Q3 		$4.83M Sell
93,101
-2,082
-2% -$105K 0.01% 1022
2024
Q2 		$4.84M Sell
95,183
-12,338
-11% -$609K 0.01% 1020
2024
Q1 		$5.36M Buy
107,521
+62,055
+136% +$2.95M 0.01% 949
2023
Q4 		$2.08M Sell
45,466
-450
-1% -$19.3K 0.02% 778
2023
Q3 		$1.89M Buy
45,916
+12,002
+35% +$518K 0.02% 775
2023
Q2 		$1.47M Buy
33,914
+3,404
+11% +$139K 0.01% 905
2023
Q1 		$1.23M Buy
30,510
+5,523
+22% +$220K 0.01% 940
2022
Q4 		$972K Buy
+24,987
New +$972K 0.01% 1003

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $376B 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 $70.5B 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