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XLSR icon

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

Covestor’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 		$89K Sell
1,366
-242
-15% -$15.4K 0.05% 428
2026
Q1 		$93K Buy
1,608
+959
+148% +$58.5K 0.06% 326
2025
Q4 		$40K Buy
649
+82
+14% +$5.03K 0.02% 996
2025
Q3 		$34K Buy
567
+10
+2% +$570 0.02% 1076
2025
Q2 		$31K Buy
557
+374
+204% +$19.1K 0.02% 1088
2025
Q1 		$9K Buy
183
+3
+2% +$161 0.01% 1595
2024
Q4 		$10K Buy
180
+37
+26% +$1.98K 0.01% 1568
2024
Q3 		$7K Buy
143
+30
+27% +$1.51K ﹤0.01% 1700
2024
Q2 		$6K Buy
113
+5
+5% +$247 ﹤0.01% 1758
2024
Q1 		$5K Hold
108
– – ﹤0.01% 1786
2023
Q4 		$5K Sell
108
-59
-35% -$2.53K ﹤0.01% 1773
2023
Q3 		$7K Sell
167
-6
-3% -$259 0.01% 1649
2023
Q2 		$8K Sell
173
-2
-1% -$82 0.01% 1609
2023
Q1 		$7K Buy
175
+2
+1% +$80 0.01% 1490
2022
Q4 		$7K Sell
173
-56
-24% -$2.18K 0.01% 1492
2022
Q3 		$8K Sell
229
-49
-18% -$1.95K 0.01% 1367
2022
Q2 		$11K Sell
278
-868
-76% -$36K 0.01% 1195
2022
Q1 		$52K Buy
1,146
+30
+3% +$1.34K 0.03% 795
2021
Q4 		$52K Buy
+1,116
New +$52K 0.07% 520

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

Covestor's XLSR Position: Q2 2026 in Review

Covestor reduced its State Street US Sector Rotation ETF (XLSR) stake by 15% in Q2 2026, selling an estimated $15.4K and leaving 1,366 shares worth $89K. The position accounts for 0.05% of the portfolio, ranked #428.

Covestor first reported a position in XLSR in Q4 2021 and has held it in 19 quarters since. The position peaked at $93K in Q1 2026. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • Covestor held 1,366 shares of State Street US Sector Rotation ETF worth $89K as of Q2 2026.
  • Covestor sold 242 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $15.4K.
  • State Street US Sector Rotation ETF made up 0.05% of Covestor's portfolio in Q2 2026, its #428 holding.
  • Covestor first reported a position in State Street US Sector Rotation ETF in Q4 2021 and has held it in 19 quarters since.
  • Covestor's State Street US Sector Rotation ETF position peaked at $93K in Q1 2026.
  • 141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.