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 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

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

First Heartland Consultants's XLSR Position: Q2 2026 in Review

First Heartland Consultants reduced its State Street US Sector Rotation ETF (XLSR) stake by 2.5% in Q2 2026, selling an estimated $12.3K and leaving 7,538 shares worth $489K. The position accounts for 0.03% of the portfolio, ranked #328.

First Heartland Consultants first reported a position in XLSR in Q3 2024 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

First Heartland Consultants held 7,538 shares of State Street US Sector Rotation ETF worth $489K as of Q2 2026.
First Heartland Consultants sold 194 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $12.3K.
State Street US Sector Rotation ETF made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #328 holding.
First Heartland Consultants first reported a position in State Street US Sector Rotation ETF in Q3 2024 and has held it in 7 quarters since.
141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.