Creative Planning
XLSR icon

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

Creative Planning’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 		$444K Buy
6,843
+3
+0% +$191 ﹤0.01% 3284
2026
Q1 		$395K Sell
6,840
-4
-0.1% -$244 ﹤0.01% 3206
2025
Q4 		$426K Buy
6,844
+4
+0.1% +$245 ﹤0.01% 2972
2025
Q3 		$408K Hold
6,840
– – ﹤0.01% 2897
2025
Q2 		$376K Hold
6,840
– – ﹤0.01% 2709
2025
Q1 		$347K Hold
6,840
– – ﹤0.01% 2620
2024
Q4 		$366K Hold
6,840
– – ﹤0.01% 2509
2024
Q3 		$355K Hold
6,840
– – ﹤0.01% 2390
2024
Q2 		$348K Buy
6,840
+300
+5% +$14.8K ﹤0.01% 2234
2024
Q1 		$326K Hold
6,540
– – ﹤0.01% 2183
2023
Q4 		$299K Sell
6,540
-118
-2% -$5.06K ﹤0.01% 2091
2023
Q3 		$275K Buy
6,658
+89
+1% +$3.84K ﹤0.01% 2008
2023
Q2 		$285K Hold
6,569
– – ﹤0.01% 1947
2023
Q1 		$264K Buy
6,569
+29
+0.4% +$1.15K ﹤0.01% 1909
2022
Q4 		$254K Sell
6,540
-100
-2% -$3.89K ﹤0.01% 1838
2022
Q3 		$238K Buy
6,640
+54
+0.8% +$2.15K ﹤0.01% 1794
2022
Q2 		$251K Buy
6,586
+1,437
+28% +$59.6K ﹤0.01% 1731
2022
Q1 		$233K Buy
+5,149
New +$230K ﹤0.01% 1801

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

Creative Planning's XLSR Position: Q2 2026 in Review

Creative Planning increased its State Street US Sector Rotation ETF (XLSR) stake by 0.04% in Q2 2026, buying an estimated $191 and bringing the position to 6,843 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #3284.

Creative Planning first reported a position in XLSR in Q1 2022 and has held it in 18 quarters since. 142 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • Creative Planning held 6,843 shares of State Street US Sector Rotation ETF worth $444K as of Q2 2026.
  • Creative Planning bought 3 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $191.
  • State Street US Sector Rotation ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3284 holding.
  • Creative Planning first reported a position in State Street US Sector Rotation ETF in Q1 2022 and has held it in 18 quarters since.
  • 142 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.