Envestnet Asset Management’s State Street US Sector Rotation ETF XLSR Stock Holding History

Envestnet Asset Management’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	$160M	Buy	2,461,391 +220,625	+10%	+$14M	0.04%	425
2026 Q1	$129M	Buy	2,240,766 +316,650	+16%	+$19.3M	0.03%	450
2025 Q4	$120M	Buy	1,924,116 +83,850	+5%	+$5.14M	0.04%	447
2025 Q3	$110M	Buy	1,840,266 +200,621	+12%	+$11.4M	0.03%	477
2025 Q2	$90M	Buy	1,639,645 +177,767	+12%	+$9.08M	0.03%	528
2025 Q1	$74.2M	Buy	1,461,878 +91,746	+7%	+$4.91M	0.02%	561
2024 Q4	$73.2M	Buy	1,370,132 +196,292	+17%	+$10.5M	0.02%	566
2024 Q3	$60.8M	Buy	1,173,840 +68,413	+6%	+$3.45M	0.02%	634
2024 Q2	$56.3M	Buy	1,105,427 +35,661	+3%	+$1.76M	0.02%	630
2024 Q1	$53.3M	Buy	1,069,766 +29,692	+3%	+$1.41M	0.02%	643
2023 Q4	$47.6M	Buy	1,040,074 +46,436	+5%	+$1.99M	0.02%	632
2023 Q3	$41M	Sell	993,638 -238,786	-19%	-$10.3M	0.02%	642
2023 Q2	$53.4M	Buy	1,232,424 +252,030	+26%	+$10.3M	0.02%	516
2023 Q1	$39.4M	Buy	980,394 +132,790	+16%	+$5.28M	0.02%	572
2022 Q4	$33M	Buy	847,604 +47,685	+6%	+$1.85M	0.02%	619
2022 Q3	$28.7M	Buy	799,919 +199,592	+33%	+$7.95M	0.02%	615
2022 Q2	$22.9M	Buy	600,327 +111,271	+23%	+$4.61M	0.01%	724
2022 Q1	$22.1M	Buy	489,056 +38,981	+9%	+$1.74M	0.01%	803
2021 Q4	$21.1M	Buy	450,075 +35,028	+8%	+$1.63M	0.01%	819
2021 Q3	$18.4M	Sell	415,047 -550,910	-57%	-$25M	0.01%	834
2021 Q2	$42.9M	Buy	965,957 +64,800	+7%	+$2.81M	0.02%	496
2021 Q1	$36.9M	Buy	901,157 +45,056	+5%	+$1.84M	0.02%	494
2020 Q4	$34.6M	Buy	856,101 +8,267	+1%	+$318K	0.03%	451
2020 Q3	$31M	Buy	847,834 +11,739	+1%	+$416K	0.03%	420
2020 Q2	$27.5M	Buy	836,095 +121,779	+17%	+$3.81M	0.03%	427
2020 Q1	$19.9M	Buy	714,316 +157,271	+28%	+$5.12M	0.02%	454
2019 Q4	$19M	Buy	557,045 +164,517	+42%	+$5.32M	0.02%	548
2019 Q3	$12.2M	Buy	392,528 +151,599	+63%	+$4.7M	0.01%	673
2019 Q2	$7.4M	Buy	+240,929	New	+$7.27M	0.01%	852

Other funds holding XLSR

LPL Financial San Diego, California $445B AUM 25.58% 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

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Envestnet Asset Management's XLSR Position: Q2 2026 in Review

Envestnet Asset Management increased its State Street US Sector Rotation ETF (XLSR) stake by 9.8% in Q2 2026, buying an estimated $14M and bringing the position to 2,461,391 shares worth $160M. The position accounts for 0.04% of the portfolio, ranked #425.

Envestnet Asset Management first reported a position in XLSR in Q2 2019 and has held it in 29 quarters since. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

Envestnet Asset Management held 2,461,391 shares of State Street US Sector Rotation ETF worth $160M as of Q2 2026.
Envestnet Asset Management bought 220,625 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $14M.
State Street US Sector Rotation ETF made up 0.04% of Envestnet Asset Management's portfolio in Q2 2026, its #425 holding.
Envestnet Asset Management first reported a position in State Street US Sector Rotation ETF in Q2 2019 and has held it in 29 quarters since.
141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.