Envestnet Portfolio Solutions
XLSR icon

Envestnet Portfolio Solutions’s State Street US Sector Rotation ETF XLSR Stock Holding History

Envestnet Portfolio Solutions’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 		$158M Buy
2,435,953
+191,092
+9% +$12.2M 0.76% 31
2026
Q1 		$130M Buy
2,244,861
+206,196
+10% +$12.6M 0.72% 33
2025
Q4 		$127M Buy
2,038,665
+68,680
+3% +$4.21M 0.45% 46
2025
Q3 		$117M Buy
1,969,985
+62,761
+3% +$3.58M 0.43% 47
2025
Q2 		$105M Buy
1,907,224
+159,209
+9% +$8.13M 0.39% 50
2025
Q1 		$88.7M Buy
1,748,015
+93,393
+6% +$5M 0.34% 54
2024
Q4 		$88.4M Buy
1,654,622
+127,682
+8% +$6.83M 0.29% 56
2024
Q3 		$79.1M Buy
1,526,940
+297,438
+24% +$15M 0.26% 52
2024
Q2 		$62.6M Buy
1,229,502
+237,542
+24% +$11.7M 0.22% 63
2024
Q1 		$49.5M Buy
991,960
+196,818
+25% +$9.37M 0.19% 71
2023
Q4 		$36.4M Buy
795,142
+220,765
+38% +$9.46M 0.15% 84
2023
Q3 		$23.7M Buy
+574,377
New +$24.8M 0.11% 101

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

Envestnet Portfolio Solutions's XLSR Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its State Street US Sector Rotation ETF (XLSR) stake by 8.5% in Q2 2026, buying an estimated $12.2M and bringing the position to 2,435,953 shares worth $158M. The position accounts for 0.76% of the portfolio, ranked #31.

Envestnet Portfolio Solutions first reported a position in XLSR in Q3 2023 and has held it in 12 quarters since. 142 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • Envestnet Portfolio Solutions held 2,435,953 shares of State Street US Sector Rotation ETF worth $158M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 191,092 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $12.2M.
  • State Street US Sector Rotation ETF made up 0.76% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #31 holding.
  • Envestnet Portfolio Solutions first reported a position in State Street US Sector Rotation ETF in Q3 2023 and has held it in 12 quarters since.
  • 142 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.