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Evolution Wealth Management’s State Street US Sector Rotation ETF XLSR Stock Holding History

Evolution Wealth 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 		$619K Sell
9,544
-580
-6% -$36.9K 0.36% 49
2026
Q1 		$585K Buy
10,124
+13
+0.1% +$792 0.43% 43
2025
Q4 		$630K Buy
10,111
+6,239
+161% +$383K 0.52% 38
2025
Q3 		$231K Hold
3,872
– – 0.24% 81
2025
Q2 		$213K Buy
+3,872
New +$198K 0.26% 69

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

Evolution Wealth Management's XLSR Position: Q2 2026 in Review

Evolution Wealth Management reduced its State Street US Sector Rotation ETF (XLSR) stake by 5.7% in Q2 2026, selling an estimated $36.9K and leaving 9,544 shares worth $619K. The position accounts for 0.36% of the portfolio, ranked #49.

Evolution Wealth Management first reported a position in XLSR in Q2 2025 and has held it in 5 quarters since. The position peaked at $630K in Q4 2025. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • Evolution Wealth Management held 9,544 shares of State Street US Sector Rotation ETF worth $619K as of Q2 2026.
  • Evolution Wealth Management sold 580 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $36.9K.
  • State Street US Sector Rotation ETF made up 0.36% of Evolution Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Evolution Wealth Management first reported a position in State Street US Sector Rotation ETF in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's State Street US Sector Rotation ETF position peaked at $630K in Q4 2025.
  • 141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.