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Great Valley Advisor Group’s State Street US Sector Rotation ETF XLSR Stock Holding History

Great Valley Advisor Group’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
2025
Q2 		– Sell
-4,962
Closed -$252K – 948
2025
Q1 		$252K Buy
4,962
+163
+3% +$8.73K 0.01% 775
2024
Q4 		$256K Buy
+4,799
New +$257K 0.01% 739

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 $20.9B AUM 19.34% 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 $16B AUM 26.77% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $265M AUM 13.4% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Great Valley Advisor Group's XLSR Position: Q2 2025 in Review

Great Valley Advisor Group sold out of State Street US Sector Rotation ETF (XLSR) in Q2 2025, closing a stake of 4,962 shares — an estimated $252K sold.

Great Valley Advisor Group first reported a position in XLSR in Q4 2024 and held it in 2 quarters. The position peaked at $256K in Q4 2024. 112 funds tracked by Wall St. Rank hold XLSR as of Q2 2025.

  • Great Valley Advisor Group reported no remaining State Street US Sector Rotation ETF position as of Q2 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 4,962 State Street US Sector Rotation ETF shares in Q2 2025, an estimated $252K.
  • Great Valley Advisor Group first reported a position in State Street US Sector Rotation ETF in Q4 2024 and held it in 2 quarters.
  • Great Valley Advisor Group's State Street US Sector Rotation ETF position peaked at $256K in Q4 2024.
  • 112 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2025.

Based on Great Valley Advisor Group's 13F filing for Q2 2025, filed 14 Aug 2025.