IAA
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Independent Advisor Alliance’s State Street US Sector Rotation ETF XLSR Stock Holding History

Independent Advisor Alliance’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 		$627K Buy
9,670
+335
+4% +$21.3K 0.01% 588
2026
Q1 		$539K Buy
9,335
+1,893
+25% +$115K 0.01% 1082
2025
Q4 		$464K Buy
+7,442
New +$457K 0.01% 668

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
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return

Independent Advisor Alliance's XLSR Position: Q2 2026 in Review

Independent Advisor Alliance increased its State Street US Sector Rotation ETF (XLSR) stake by 3.6% in Q2 2026, buying an estimated $21.3K and bringing the position to 9,670 shares worth $627K. The position accounts for 0.01% of the portfolio, ranked #588.

Independent Advisor Alliance first reported a position in XLSR in Q4 2025 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • Independent Advisor Alliance held 9,670 shares of State Street US Sector Rotation ETF worth $627K as of Q2 2026.
  • Independent Advisor Alliance bought 335 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $21.3K.
  • State Street US Sector Rotation ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #588 holding.
  • Independent Advisor Alliance first reported a position in State Street US Sector Rotation ETF in Q4 2025 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.