Everest Financial Group’s State Street US Sector Rotation ETF XLSR Stock Holding History

Everest Financial Group’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	$201K	Buy	+3,095	New	+$197K	0.03%	205

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

Everest Financial Group's XLSR Position: Q2 2026 in Review

Everest Financial Group opened a new position in State Street US Sector Rotation ETF (XLSR) in Q2 2026: 3,095 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #205 among its holdings.

142 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

Everest Financial Group held 3,095 shares of State Street US Sector Rotation ETF worth $201K as of Q2 2026.
State Street US Sector Rotation ETF was a new Everest Financial Group position in Q2 2026.
State Street US Sector Rotation ETF made up 0.03% of Everest Financial Group's portfolio in Q2 2026, its #205 holding.
142 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.