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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
Q2 		$4.45M Sell
68,536
-1,510
-2% -$96.1K 2.29% 9
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
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

International Private Wealth Advisors's XLSR Position: Q2 2026 in Review

International Private Wealth Advisors reduced its State Street US Sector Rotation ETF (XLSR) stake by 2.2% in Q2 2026, selling an estimated $96.1K and leaving 68,536 shares worth $4.45M. The position accounts for 2.29% of the portfolio, ranked #9.

International Private Wealth Advisors first reported a position in XLSR in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.07M in Q4 2023. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • International Private Wealth Advisors held 68,536 shares of State Street US Sector Rotation ETF worth $4.45M as of Q2 2026.
  • International Private Wealth Advisors sold 1,510 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $96.1K.
  • State Street US Sector Rotation ETF made up 2.29% of International Private Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • International Private Wealth Advisors first reported a position in State Street US Sector Rotation ETF in Q4 2023 and has held it in 11 quarters since.
  • International Private Wealth Advisors's State Street US Sector Rotation ETF position peaked at $5.07M in Q4 2023.
  • 141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.