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Hibernia Wealth Partners’s State Street US Sector Rotation ETF XLSR Stock Holding History

Hibernia Wealth Partners’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 		$14.3M Sell
220,453
-194,121
-47% -$12.4M 7.74% 5
2026
Q1 		$23.9M Sell
414,574
-6,398
-2% -$390K 7.08% 5
2025
Q4 		$26.2M Buy
420,972
+201,647
+92% +$12.4M 7.9% 5
2025
Q3 		$13.1M Sell
219,325
-201,321
-48% -$11.5M 8.38% 5
2025
Q2 		$23.1M Buy
420,646
+209,154
+99% +$10.7M 7.46% 5
2025
Q1 		$10.7M Sell
211,492
-6,981
-3% -$374K 7.63% 5
2024
Q4 		$11.7M Sell
218,473
-227,436
-51% -$12.2M 7.61% 5
2024
Q3 		$23.1M Buy
445,909
+9,680
+2% +$489K 6.91% 5
2024
Q2 		$22.2M Buy
436,229
+231,950
+114% +$11.4M 7.73% 5
2024
Q1 		$10.2M Sell
204,279
-10,707
-5% -$510K 6.9% 4
2023
Q4 		$9.84M Buy
+214,986
New +$9.22M 7.37% 3

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
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Hibernia Wealth Partners's XLSR Position: Q2 2026 in Review

Hibernia Wealth Partners reduced its State Street US Sector Rotation ETF (XLSR) stake by 47% in Q2 2026, selling an estimated $12.4M and leaving 220,453 shares worth $14.3M. The position accounts for 7.74% of the portfolio, ranked #5.

Hibernia Wealth Partners first reported a position in XLSR in Q4 2023 and has held it in 11 quarters since. The position peaked at $26.2M in Q4 2025. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • Hibernia Wealth Partners held 220,453 shares of State Street US Sector Rotation ETF worth $14.3M as of Q2 2026.
  • Hibernia Wealth Partners sold 194,121 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $12.4M.
  • State Street US Sector Rotation ETF made up 7.74% of Hibernia Wealth Partners's portfolio in Q2 2026, its #5 holding.
  • Hibernia Wealth Partners first reported a position in State Street US Sector Rotation ETF in Q4 2023 and has held it in 11 quarters since.
  • Hibernia Wealth Partners's State Street US Sector Rotation ETF position peaked at $26.2M in Q4 2025.
  • 141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.