Commonwealth Equity Services’s State Street US Sector Rotation ETF XLSR Stock Holding History

Commonwealth Equity Services’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	$554K	Sell	8,549 -225	-3%	-$14.3K	﹤0.01%	3230
2026 Q1	$507K	Sell	8,774 -164	-2%	-$10K	﹤0.01%	3197
2025 Q4	$557K	Sell	8,938 -560	-6%	-$34.4K	﹤0.01%	3093
2025 Q3	$566K	Sell	9,498 -56,169	-86%	-$3.2M	﹤0.01%	3075
2025 Q2	$3.61M	Sell	65,667 -625	-0.9%	-$31.9K	﹤0.01%	1563
2025 Q1	$3.37M	Sell	66,292 -1,933	-3%	-$104K	﹤0.01%	1556
2024 Q4	$3.65M	Buy	68,225 +713	+1%	+$38.2K	0.01%	1444
2024 Q3	$3.5M	Buy	67,512 +625	+0.9%	+$31.6K	0.01%	1473
2024 Q2	$3.4M	Sell	66,887 -127	-0.2%	-$6.27K	0.01%	1439
2024 Q1	$3.34M	Sell	67,014 -181	-0.3%	-$8.62K	0.01%	1428
2023 Q4	$3.08M	Sell	67,195 -4,234	-6%	-$181K	0.01%	1412
2023 Q3	$2.95M	Buy	71,429 +53,781	+305%	+$2.32M	0.01%	1347
2023 Q2	$765K	Buy	17,648 +10,043	+132%	+$411K	﹤0.01%	2294
2023 Q1	$305K	Buy	7,605 +20	+0.3%	+$796	﹤0.01%	2958
2022 Q4	$295K	Buy	7,585 +27	+0.4%	+$1.05K	﹤0.01%	2872
2022 Q3	$271K	Sell	7,558 -1,198	-14%	-$47.7K	﹤0.01%	2911
2022 Q2	$333K	Buy	8,756 +33	+0.4%	+$1.37K	﹤0.01%	2743
2022 Q1	$394K	Sell	8,723 -1,035	-11%	-$46.1K	﹤0.01%	2727
2021 Q4	$458K	Sell	9,758 -3,386	-26%	-$158K	﹤0.01%	2599
2021 Q3	$580K	Sell	13,144 -923	-7%	-$42K	﹤0.01%	2364
2021 Q2	$624K	Buy	14,067 +819	+6%	+$35.6K	﹤0.01%	2286
2021 Q1	$542K	Buy	13,248 +232	+2%	+$9.48K	﹤0.01%	2270
2020 Q4	$525K	Buy	+13,016	New	+$500K	﹤0.01%	2126
2020 Q3	–	Sell	-42,720	Closed	-$1.41M	–	3131
2020 Q2	$1.41M	Buy	+42,720	New	+$1.34M	0.01%	1219

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

Commonwealth Equity Services's XLSR Position: Q2 2026 in Review

Commonwealth Equity Services reduced its State Street US Sector Rotation ETF (XLSR) stake by 2.6% in Q2 2026, selling an estimated $14.3K and leaving 8,549 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #3230.

Commonwealth Equity Services first reported a position in XLSR in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.65M in Q4 2024. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

Commonwealth Equity Services held 8,549 shares of State Street US Sector Rotation ETF worth $554K as of Q2 2026.
Commonwealth Equity Services sold 225 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $14.3K.
State Street US Sector Rotation ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3230 holding.
Commonwealth Equity Services first reported a position in State Street US Sector Rotation ETF in Q2 2020 and has held it in 24 quarters since.
Commonwealth Equity Services's State Street US Sector Rotation ETF position peaked at $3.65M in Q4 2024.
141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.