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
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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $265M AUM 13.4% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Creative Planning's XLSR Position: Q1 2026 in Review

Creative Planning reduced its State Street US Sector Rotation ETF (XLSR) stake by 0.06% in Q1 2026, selling an estimated $244 and leaving 6,840 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #3206.

Creative Planning first reported a position in XLSR in Q1 2022 and has held it in 17 quarters since. The position peaked at $426K in Q4 2025. 132 funds tracked by Wall St. Rank hold XLSR as of Q1 2026.

  • Creative Planning held 6,840 shares of State Street US Sector Rotation ETF worth $395K as of Q1 2026.
  • Creative Planning sold 4 State Street US Sector Rotation ETF shares in Q1 2026, an estimated $244.
  • State Street US Sector Rotation ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3206 holding.
  • Creative Planning first reported a position in State Street US Sector Rotation ETF in Q1 2022 and has held it in 17 quarters since.
  • Creative Planning's State Street US Sector Rotation ETF position peaked at $426K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.