Founders Financial Alliance’s State Street US Sector Rotation ETF XLSR Stock Holding History

Founders Financial Alliance’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	$1.75M	Sell	26,302 -12,023	-31%	-$789K	0.24%	95
2026 Q2	$2.49M	Buy	+38,325	New	+$2.44M	0.33%	72
2020 Q4	–	Sell	-257	Closed	-$9K	–	1256
2020 Q3	$9K	Buy	+257	New	+$9.11K	0.01%	804

Other funds holding XLSR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

LWMI

Landmark Wealth Management (Illinois) Normal, Illinois $302M AUM 9.56% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

Hibernia Wealth Partners Baton Rouge, Louisiana $192M AUM 9.3% 1-Year Est. Return

Founders Financial Alliance's XLSR Position: Q3 2026 in Review

Founders Financial Alliance reduced its State Street US Sector Rotation ETF (XLSR) stake by 31% in Q3 2026, selling an estimated $789K and leaving 26,302 shares worth $1.75M. The position accounts for 0.24% of the portfolio, ranked #95.

Founders Financial Alliance first reported a position in XLSR in Q3 2020 and has held it in 3 quarters since. The position peaked at $2.49M in Q2 2026. 131 funds tracked by Wall St. Rank hold XLSR as of Q3 2026.

Founders Financial Alliance held 26,302 shares of State Street US Sector Rotation ETF worth $1.75M as of Q3 2026.
Founders Financial Alliance sold 12,023 State Street US Sector Rotation ETF shares in Q3 2026, an estimated $789K.
State Street US Sector Rotation ETF made up 0.24% of Founders Financial Alliance's portfolio in Q3 2026, its #95 holding.
Founders Financial Alliance first reported a position in State Street US Sector Rotation ETF in Q3 2020 and has held it in 3 quarters since.
Founders Financial Alliance's State Street US Sector Rotation ETF position peaked at $2.49M in Q2 2026.
131 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2026.

Based on Founders Financial Alliance's 13F filing for Q3 2026, filed 10 Nov 2026.