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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
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
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

Founders Financial Alliance's XLSR Position: Q2 2026 in Review

Founders Financial Alliance opened a new position in State Street US Sector Rotation ETF (XLSR) in Q2 2026: 38,325 shares worth $2.49M. The stake represents 0.33% of the portfolio and ranks #72 among its holdings. This is a return to the name: Founders Financial Alliance previously reported a position in XLSR as recently as Q3 2020.

Founders Financial Alliance first reported a position in XLSR in Q3 2020 and has held it in 2 quarters since. 142 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • Founders Financial Alliance held 38,325 shares of State Street US Sector Rotation ETF worth $2.49M as of Q2 2026.
  • State Street US Sector Rotation ETF was a new Founders Financial Alliance position in Q2 2026.
  • State Street US Sector Rotation ETF made up 0.33% of Founders Financial Alliance's portfolio in Q2 2026, its #72 holding.
  • Founders Financial Alliance first reported a position in State Street US Sector Rotation ETF in Q3 2020 and has held it in 2 quarters since.
  • 142 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.