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Concurrent Investment Advisors’s State Street US Sector Rotation ETF XLSR Stock Holding History

Concurrent Investment Advisors’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 		$440K Buy
+6,790
New +$432K ﹤0.01% 1476

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
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
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
NA
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

Concurrent Investment Advisors's XLSR Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in State Street US Sector Rotation ETF (XLSR) in Q2 2026: 6,790 shares worth $440K. The stake represents ﹤0.01% of the portfolio and ranks #1476 among its holdings.

141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • Concurrent Investment Advisors held 6,790 shares of State Street US Sector Rotation ETF worth $440K as of Q2 2026.
  • State Street US Sector Rotation ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • State Street US Sector Rotation ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1476 holding.
  • 141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.