Foundations Investment Advisors’s State Street US Sector Rotation ETF XLSR Stock Holding History

Foundations Investment Advisors’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
2025 Q3	–	Sell	-209,026	Closed	-$11.5M	–	1101
2025 Q2	$11.5M	Buy	209,026 +19,425	+10%	+$992K	0.18%	126
2025 Q1	$9.63M	Buy	189,601 +8,347	+5%	+$447K	0.18%	129
2024 Q4	$9.69M	Buy	181,254 +25,112	+16%	+$1.34M	0.19%	110
2024 Q3	$8.09M	Buy	156,142 +20,623	+15%	+$1.04M	0.17%	116
2024 Q2	$6.9M	Buy	135,519 +28,264	+26%	+$1.39M	0.17%	110
2024 Q1	$5.35M	Buy	107,255 +9,711	+10%	+$462K	0.14%	132
2023 Q4	$4.57M	Sell	97,544 -509	-0.5%	-$21.8K	0.12%	130
2023 Q3	$4.05M	Buy	98,053 +584	+0.6%	+$25.2K	0.12%	135
2023 Q2	$4.23M	Buy	+97,469	New	+$3.99M	0.14%	103

Other funds holding XLSR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

LWMI

Landmark Wealth Management (Illinois) Normal, Illinois $265M AUM 13.4% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

HWP

Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return

APC

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

Foundations Investment Advisors's XLSR Position: Q3 2025 in Review

Foundations Investment Advisors sold out of State Street US Sector Rotation ETF (XLSR) in Q3 2025, closing a stake of 209,026 shares — an estimated $11.5M sold.

Foundations Investment Advisors first reported a position in XLSR in Q2 2023 and held it in 9 quarters. The position peaked at $11.5M in Q2 2025. 115 funds tracked by Wall St. Rank hold XLSR as of Q3 2025.

Foundations Investment Advisors reported no remaining State Street US Sector Rotation ETF position as of Q3 2025 after selling out during the quarter.
Foundations Investment Advisors sold 209,026 State Street US Sector Rotation ETF shares in Q3 2025, an estimated $11.5M.
Foundations Investment Advisors first reported a position in State Street US Sector Rotation ETF in Q2 2023 and held it in 9 quarters.
Foundations Investment Advisors's State Street US Sector Rotation ETF position peaked at $11.5M in Q2 2025.
115 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2025.

Based on Foundations Investment Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.