IFP Advisors’s State Street US Sector Rotation ETF XLSR Stock Holding History

IFP Advisors’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	$131K	Buy	+2,024	New	+$129K	﹤0.01%	1791
2020 Q2	–	Sell	-3,398	Closed	-$106K	–	2978
2020 Q1	$97K	Sell	3,398 -171	-5%	-$5.57K	0.01%	838
2019 Q4	$122K	Buy	3,569 +710	+25%	+$23K	0.01%	848
2019 Q3	$90K	Buy	+2,859	New	+$88.5K	0.01%	1113

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

IFP Advisors's XLSR Position: Q2 2026 in Review

IFP Advisors opened a new position in State Street US Sector Rotation ETF (XLSR) in Q2 2026: 2,024 shares worth $131K. The stake represents ﹤0.01% of the portfolio and ranks #1791 among its holdings. This is a return to the name: IFP Advisors previously reported a position in XLSR as recently as Q1 2020.

IFP Advisors first reported a position in XLSR in Q3 2019 and has held it in 4 quarters since. 142 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

IFP Advisors held 2,024 shares of State Street US Sector Rotation ETF worth $131K as of Q2 2026.
State Street US Sector Rotation ETF was a new IFP Advisors position in Q2 2026.
State Street US Sector Rotation ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1791 holding.
IFP Advisors first reported a position in State Street US Sector Rotation ETF in Q3 2019 and has held it in 4 quarters since.
142 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.