Creative Financial Designs’s State Street US Sector Rotation ETF XLSR Stock Holding History

Creative Financial Designs’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	$722K	Buy	11,137 +1,005	+10%	+$63.9K	0.03%	332
2026 Q1	$585K	Sell	10,132 -77	-0.8%	-$4.69K	0.04%	311
2025 Q4	$636K	Buy	10,209 +1,029	+11%	+$63.1K	0.04%	298
2025 Q3	$547K	Buy	9,180 +6,635	+261%	+$378K	0.04%	313
2025 Q2	$140K	Buy	2,545 +1,005	+65%	+$51.3K	0.01%	587
2025 Q1	$78.2K	Buy	+1,540	New	+$82.5K	0.01%	691

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

Creative Financial Designs's XLSR Position: Q2 2026 in Review

Creative Financial Designs increased its State Street US Sector Rotation ETF (XLSR) stake by 9.9% in Q2 2026, buying an estimated $63.9K and bringing the position to 11,137 shares worth $722K. The position accounts for 0.03% of the portfolio, ranked #332.

Creative Financial Designs first reported a position in XLSR in Q1 2025 and has held it in 6 quarters since. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

Creative Financial Designs held 11,137 shares of State Street US Sector Rotation ETF worth $722K as of Q2 2026.
Creative Financial Designs bought 1,005 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $63.9K.
State Street US Sector Rotation ETF made up 0.03% of Creative Financial Designs's portfolio in Q2 2026, its #332 holding.
Creative Financial Designs first reported a position in State Street US Sector Rotation ETF in Q1 2025 and has held it in 6 quarters since.
141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.