International Private Wealth Advisors’s State Street US Sector Rotation ETF XLSR Stock Holding History

International Private Wealth 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 Q1	$4.04M	Buy	70,046 +6,985	+11%	+$426K	2.47%	8
2025 Q4	$3.93M	Buy	63,061 +1,834	+3%	+$113K	2.47%	7
2025 Q3	$3.65M	Buy	61,227 +3,136	+5%	+$179K	2.3%	9
2025 Q2	$3.19M	Buy	58,091 +2,691	+5%	+$137K	2.74%	4
2025 Q1	$2.81M	Buy	55,400 +5,955	+12%	+$319K	2.7%	6
2024 Q4	$2.64M	Buy	49,445 +11,483	+30%	+$615K	2.63%	6
2024 Q3	$1.97M	Buy	37,962 +9,276	+32%	+$468K	2.88%	4
2024 Q2	$1.46M	Buy	28,686 +19,453	+211%	+$960K	2.46%	6
2024 Q1	$460K	Sell	9,233 -101,671	-92%	-$4.84M	0.89%	27
2023 Q4	$5.07M	Buy	+110,904	New	+$4.75M	5.02%	4

Other funds holding XLSR

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

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

Landmark Wealth Management (Illinois) Normal, Illinois $265M AUM 13.4% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return