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FWG Investments’s State Street US Sector Rotation ETF XLSR Stock Holding History

FWG Investments’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 		$524K Sell
8,076
-799
-9% -$50.8K 0.28% 77
2026
Q1 		$512K Sell
8,875
-594
-6% -$36.2K 0.33% 79
2025
Q4 		$590K Sell
9,469
-240
-2% -$14.7K 0.38% 66
2025
Q3 		$579K Sell
9,709
-2,253
-19% -$128K 0.4% 63
2025
Q2 		$657K Sell
11,962
-426
-3% -$21.8K 0.5% 53
2025
Q1 		$629K Sell
12,388
-5,379
-30% -$288K 0.74% 42
2024
Q4 		$949K Sell
17,767
-330
-2% -$17.7K 0.74% 41
2024
Q3 		$938K Buy
18,097
+1,557
+9% +$78.6K 0.81% 35
2024
Q2 		$842K Buy
16,540
+1,535
+10% +$75.7K 0.85% 36
2024
Q1 		$748K Buy
15,005
+1,729
+13% +$82.3K 0.81% 29
2023
Q4 		$607K Buy
+13,276
New +$569K 0.75% 32

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

FWG Investments's XLSR Position: Q2 2026 in Review

FWG Investments reduced its State Street US Sector Rotation ETF (XLSR) stake by 9% in Q2 2026, selling an estimated $50.8K and leaving 8,076 shares worth $524K. The position accounts for 0.28% of the portfolio, ranked #77.

FWG Investments first reported a position in XLSR in Q4 2023 and has held it in 11 quarters since. The position peaked at $949K in Q4 2024. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • FWG Investments held 8,076 shares of State Street US Sector Rotation ETF worth $524K as of Q2 2026.
  • FWG Investments sold 799 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $50.8K.
  • State Street US Sector Rotation ETF made up 0.28% of FWG Investments's portfolio in Q2 2026, its #77 holding.
  • FWG Investments first reported a position in State Street US Sector Rotation ETF in Q4 2023 and has held it in 11 quarters since.
  • FWG Investments's State Street US Sector Rotation ETF position peaked at $949K in Q4 2024.
  • 141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.