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 Q3	$132K	Sell	1,993 -31	-2%	-$2.03K	﹤0.01%	1786
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

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Lockerman Financial Group Newport Beach, California $69.7M AUM 11.75% 1-Year Est. Return

October Effect Virginia Beach, Virginia $98.3M AUM 66.25% 1-Year Est. Return

Worth Financial Advisory Group Charlotte, North Carolina $242M AUM 22.69% 1-Year Est. Return

Integrity Wealth Partners Walnut Creek, California $129M AUM

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

IFP Advisors's XLSR Position: Q3 2026 in Review

IFP Advisors reduced its State Street US Sector Rotation ETF (XLSR) stake by 1.5% in Q3 2026, selling an estimated $2.03K and leaving 1,993 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

IFP Advisors first reported a position in XLSR in Q3 2019 and has held it in 5 quarters since. 38 funds tracked by Wall St. Rank hold XLSR as of Q3 2026.

IFP Advisors held 1,993 shares of State Street US Sector Rotation ETF worth $132K as of Q3 2026.
IFP Advisors sold 31 State Street US Sector Rotation ETF shares in Q3 2026, an estimated $2.03K.
State Street US Sector Rotation ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1786 holding.
IFP Advisors first reported a position in State Street US Sector Rotation ETF in Q3 2019 and has held it in 5 quarters since.
38 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.