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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
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
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Global Financial Private Client's XLSR Position: Q1 2026 in Review

Global Financial Private Client increased its State Street US Sector Rotation ETF (XLSR) stake by 3.8% in Q1 2026, buying an estimated $150K and bringing the position to 66,535 shares worth $3.84M. The position accounts for 1.26% of the portfolio, ranked #13.

Global Financial Private Client first reported a position in XLSR in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.99M in Q4 2025. 132 funds tracked by Wall St. Rank hold XLSR as of Q1 2026.

  • Global Financial Private Client held 66,535 shares of State Street US Sector Rotation ETF worth $3.84M as of Q1 2026.
  • Global Financial Private Client bought 2,458 State Street US Sector Rotation ETF shares in Q1 2026, an estimated $150K.
  • State Street US Sector Rotation ETF made up 1.26% of Global Financial Private Client's portfolio in Q1 2026, its #13 holding.
  • Global Financial Private Client first reported a position in State Street US Sector Rotation ETF in Q1 2022 and has held it in 17 quarters since.
  • Global Financial Private Client's State Street US Sector Rotation ETF position peaked at $3.99M in Q4 2025.
  • 132 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q1 2026.

Based on Global Financial Private Client's 13F filing for Q1 2026, filed 20 Apr 2026.