Global Financial Private Client’s State Street US Sector Rotation ETF XLSR Stock Holding History

Global Financial Private Client’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	$5.01M	Buy	75,477 +2,662	+4%	+$175K	1.38%	11
2026 Q2	$4.72M	Buy	72,815 +6,280	+9%	+$400K	1.28%	15
2026 Q1	$3.84M	Buy	66,535 +2,458	+4%	+$150K	1.26%	13
2025 Q4	$3.99M	Buy	64,077 +2,026	+3%	+$124K	1.4%	10
2025 Q3	$3.7M	Buy	62,051 +6,739	+12%	+$384K	1.32%	11
2025 Q2	$3.04M	Buy	55,312 +4,235	+8%	+$216K	1.14%	17
2025 Q1	$2.59M	Buy	51,077 +1,484	+3%	+$79.5K	0.99%	18
2024 Q4	$2.65M	Buy	49,593 +1,124	+2%	+$60.2K	0.99%	15
2024 Q3	$2.51M	Buy	48,469 +67	+0.1%	+$3.38K	0.98%	14
2024 Q2	$2.46M	Buy	48,402 +1,094	+2%	+$54K	1.03%	16
2024 Q1	$2.35M	Buy	47,308 +6,192	+15%	+$295K	1.01%	16
2023 Q4	$1.88M	Buy	41,116 +13,743	+50%	+$589K	0.88%	20
2023 Q3	$1.13M	Buy	27,373 +4,084	+18%	+$176K	0.58%	43
2023 Q2	$1.01M	Buy	23,289 +1,915	+9%	+$78.3K	0.5%	54
2023 Q1	$863K	Buy	21,374 +3,438	+19%	+$137K	0.44%	54
2022 Q4	$698K	Buy	17,936 +5,339	+42%	+$208K	0.39%	62
2022 Q3	$465K	Buy	12,597 +3,604	+40%	+$144K	0.27%	85
2022 Q2	$346K	Buy	8,993 +6,685	+290%	+$277K	0.2%	104
2022 Q1	$105K	Buy	+2,308	New	+$103K	0.05%	189

Other funds holding XLSR

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

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

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

Raleigh Capital Management Cary, North Carolina $322M AUM 16.27% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Lockerman Financial Group Newport Beach, California $69.7M AUM 11.75% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

October Effect Virginia Beach, Virginia $98.3M AUM 66.25% 1-Year Est. Return

Global Financial Private Client's XLSR Position: Q3 2026 in Review

Global Financial Private Client increased its State Street US Sector Rotation ETF (XLSR) stake by 3.7% in Q3 2026, buying an estimated $175K and bringing the position to 75,477 shares worth $5.01M. The position accounts for 1.38% of the portfolio, ranked #11.

Global Financial Private Client first reported a position in XLSR in Q1 2022 and has held it in 19 quarters since. 68 funds tracked by Wall St. Rank hold XLSR as of Q3 2026.

Global Financial Private Client held 75,477 shares of State Street US Sector Rotation ETF worth $5.01M as of Q3 2026.
Global Financial Private Client bought 2,662 State Street US Sector Rotation ETF shares in Q3 2026, an estimated $175K.
State Street US Sector Rotation ETF made up 1.38% of Global Financial Private Client's portfolio in Q3 2026, its #11 holding.
Global Financial Private Client first reported a position in State Street US Sector Rotation ETF in Q1 2022 and has held it in 19 quarters since.
68 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.