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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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

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

Global Financial Private Client's XLSR Position: Q2 2026 in Review

Global Financial Private Client increased its State Street US Sector Rotation ETF (XLSR) stake by 9.4% in Q2 2026, buying an estimated $400K and bringing the position to 72,815 shares worth $4.72M. The position accounts for 1.28% of the portfolio, ranked #15.

Global Financial Private Client first reported a position in XLSR in Q1 2022 and has held it in 18 quarters since. 142 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

Global Financial Private Client held 72,815 shares of State Street US Sector Rotation ETF worth $4.72M as of Q2 2026.
Global Financial Private Client bought 6,280 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $400K.
State Street US Sector Rotation ETF made up 1.28% of Global Financial Private Client's portfolio in Q2 2026, its #15 holding.
Global Financial Private Client first reported a position in State Street US Sector Rotation ETF in Q1 2022 and has held it in 18 quarters since.
142 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.