First Heartland Consultants’s State Street US Sector Rotation ETF XLSR Stock Holding History

First Heartland Consultants’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 Q3	$504K	Buy	7,588 +50	+0.7%	+$3.28K	0.03%	334
2026 Q2	$489K	Sell	7,538 -194	-3%	-$12.3K	0.03%	328
2026 Q1	$446K	Buy	7,732 +535	+7%	+$32.6K	0.03%	308
2025 Q4	$448K	Sell	7,197 -129	-2%	-$7.91K	0.03%	314
2025 Q3	$437K	Buy	7,326 +461	+7%	+$26.3K	0.04%	312
2025 Q2	$377K	Buy	+6,865	New	+$351K	0.03%	333
2025 Q1	–	Sell	-5,242	Closed	-$280K	–	489
2024 Q4	$280K	Buy	5,242 +402	+8%	+$21.5K	0.03%	359
2024 Q3	$251K	Buy	+4,840	New	+$244K	0.03%	379

Other funds holding XLSR

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

IWP

Integrity Wealth Partners Walnut Creek, California $129M AUM

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

First Heartland Consultants's XLSR Position: Q3 2026 in Review

First Heartland Consultants increased its State Street US Sector Rotation ETF (XLSR) stake by 0.66% in Q3 2026, buying an estimated $3.28K and bringing the position to 7,588 shares worth $504K. The position accounts for 0.03% of the portfolio, ranked #334.

First Heartland Consultants first reported a position in XLSR in Q3 2024 and has held it in 8 quarters since. 18 funds tracked by Wall St. Rank hold XLSR as of Q3 2026.

First Heartland Consultants held 7,588 shares of State Street US Sector Rotation ETF worth $504K as of Q3 2026.
First Heartland Consultants bought 50 State Street US Sector Rotation ETF shares in Q3 2026, an estimated $3.28K.
State Street US Sector Rotation ETF made up 0.03% of First Heartland Consultants's portfolio in Q3 2026, its #334 holding.
First Heartland Consultants first reported a position in State Street US Sector Rotation ETF in Q3 2024 and has held it in 8 quarters since.
18 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.