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Future Financial Wealth Management’s State Street US Sector Rotation ETF XLSR Stock Holding History

Future Financial Wealth Management’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
Q4 		– Sell
-181
Closed -$10.8K – 446
2025
Q3 		$10.8K Hold
181
– – 0.01% 375
2025
Q2 		$9.94K Hold
181
– – 0.01% 368
2025
Q1 		$9.19K Hold
181
– – 0.01% 373
2024
Q4 		$9.67K Hold
181
– – 0.01% 371
2024
Q3 		$9.38K Buy
+181
New +$9.14K 0.01% 388
2024
Q2 		– Sell
-181
Closed -$9.02K – 480
2024
Q1 		$9.02K Buy
+181
New +$8.62K 0.01% 411
2022
Q4 		– Sell
-35,343
Closed -$1.35M – 133
2022
Q3 		$1.35M Buy
35,343
+285
+0.8% +$11.4K 1.55% 14
2022
Q2 		$1.59M Hold
35,058
– – 1.55% 15
2022
Q1 		$1.59M Sell
35,058
-4,627
-12% -$206K 1.32% 15
2021
Q4 		$1.88M Buy
39,685
+1,452
+4% +$67.6K 1.5% 13
2021
Q3 		$1.7M Hold
38,233
– – 1.75% 13
2021
Q2 		$1.7M Sell
38,233
-31,221
-45% -$1.36M 1.75% 13
2021
Q1 		$2.85M Buy
69,454
+60,528
+678% +$2.47M 3.27% 5
2020
Q4 		$360K Buy
+8,926
New +$343K 0.42% 74

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Envestnet Asset Management
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
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $265M AUM 13.4% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Future Financial Wealth Management's XLSR Position: Q4 2025 in Review

Future Financial Wealth Management sold out of State Street US Sector Rotation ETF (XLSR) in Q4 2025, closing a stake of 181 shares — an estimated $10.8K sold.

Future Financial Wealth Management first reported a position in XLSR in Q4 2020 and held it in 14 quarters. The position peaked at $2.85M in Q1 2021. 133 funds tracked by Wall St. Rank hold XLSR as of Q4 2025.

  • Future Financial Wealth Management reported no remaining State Street US Sector Rotation ETF position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 181 State Street US Sector Rotation ETF shares in Q4 2025, an estimated $10.8K.
  • Future Financial Wealth Management first reported a position in State Street US Sector Rotation ETF in Q4 2020 and held it in 14 quarters.
  • Future Financial Wealth Management's State Street US Sector Rotation ETF position peaked at $2.85M in Q1 2021.
  • 133 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.