JWCA
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J.W. Cole Advisors’s State Street US Sector Rotation ETF XLSR Stock Holding History

J.W. Cole 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 		– Sell
-9,167
Closed -$529K – 1632
2026
Q1 		$529K Sell
9,167
-1,043
-10% -$63.6K 0.02% 501
2025
Q4 		$159K Buy
10,210
+1,965
+24% +$121K ﹤0.01% 1333
2025
Q3 		$491K Buy
+8,245
New +$470K 0.01% 993

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

J.W. Cole Advisors's XLSR Position: Q2 2026 in Review

J.W. Cole Advisors sold out of State Street US Sector Rotation ETF (XLSR) in Q2 2026, closing a stake of 9,167 shares — an estimated $529K sold.

J.W. Cole Advisors first reported a position in XLSR in Q3 2025 and held it in 3 quarters. The position peaked at $529K in Q1 2026. 142 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • J.W. Cole Advisors reported no remaining State Street US Sector Rotation ETF position as of Q2 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 9,167 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $529K.
  • J.W. Cole Advisors first reported a position in State Street US Sector Rotation ETF in Q3 2025 and held it in 3 quarters.
  • J.W. Cole Advisors's State Street US Sector Rotation ETF position peaked at $529K in Q1 2026.
  • 142 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.