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Gladstone Institutional Advisory’s State Street US Sector Rotation ETF XLSR Stock Holding History

Gladstone Institutional Advisory’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 		$1.23M Buy
18,957
+97
+0.5% +$6.17K 0.04% 375
2026
Q1 		$1.09M Sell
18,860
-684
-3% -$41.7K 0.04% 358
2025
Q4 		$1.22M Buy
19,544
+4,605
+31% +$283K 0.05% 333
2025
Q3 		$891K Buy
14,939
+679
+5% +$38.7K 0.03% 389
2025
Q2 		$783K Sell
14,260
-1,014
-7% -$51.8K 0.03% 393
2025
Q1 		$775K Buy
15,274
+544
+4% +$29.1K 0.04% 377
2024
Q4 		$787K Buy
14,730
+3,460
+31% +$185K 0.04% 372
2024
Q3 		$584K Sell
11,270
-2,425
-18% -$122K 0.03% 414
2024
Q2 		$697K Buy
13,695
+1,950
+17% +$96.2K 0.04% 363
2024
Q1 		$586K Buy
11,745
+3,230
+38% +$154K 0.03% 379
2023
Q4 		$390K Buy
8,515
+2,650
+45% +$114K 0.02% 466
2023
Q3 		$242K Buy
+5,865
New +$253K 0.02% 536
2022
Q3 		– Sell
-5,735
Closed -$218K – 686
2022
Q2 		$218K Sell
5,735
-1,208
-17% -$50.1K 0.02% 592
2022
Q1 		$314K Buy
6,943
+699
+11% +$31.2K 0.02% 536
2021
Q4 		$293K Buy
+6,244
New +$291K 0.02% 482

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

Gladstone Institutional Advisory's XLSR Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its State Street US Sector Rotation ETF (XLSR) stake by 0.51% in Q2 2026, buying an estimated $6.17K and bringing the position to 18,957 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #375.

Gladstone Institutional Advisory first reported a position in XLSR in Q4 2021 and has held it in 15 quarters since. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • Gladstone Institutional Advisory held 18,957 shares of State Street US Sector Rotation ETF worth $1.23M as of Q2 2026.
  • Gladstone Institutional Advisory bought 97 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $6.17K.
  • State Street US Sector Rotation ETF made up 0.04% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #375 holding.
  • Gladstone Institutional Advisory first reported a position in State Street US Sector Rotation ETF in Q4 2021 and has held it in 15 quarters since.
  • 141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.