HWP
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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
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 8.42% 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 8.93% 5
2024
Q3 		$23.1M Buy
445,909
+9,680
+2% +$489K 8.01% 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 6.93% 4
2023
Q4 		$9.84M Buy
+214,986
New +$9.22M 7.43% 3

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $376B 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
Cerity Partners
Cerity Partners New York $70.5B 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
APC
Aspire Private Capital Cornelius, North Carolina $443M AUM 14.48% 1-Year Est. Return