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
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 $377B 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
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $265M AUM 13.4% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

J.W. Cole Advisors's XLSR Position: Q1 2026 in Review

J.W. Cole Advisors reduced its State Street US Sector Rotation ETF (XLSR) stake by 10% in Q1 2026, selling an estimated $63.6K and leaving 9,167 shares worth $529K. The position accounts for 0.02% of the portfolio, ranked #501.

J.W. Cole Advisors first reported a position in XLSR in Q3 2025 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold XLSR as of Q1 2026.

  • J.W. Cole Advisors held 9,167 shares of State Street US Sector Rotation ETF worth $529K as of Q1 2026.
  • J.W. Cole Advisors sold 1,043 State Street US Sector Rotation ETF shares in Q1 2026, an estimated $63.6K.
  • State Street US Sector Rotation ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q1 2026, its #501 holding.
  • J.W. Cole Advisors first reported a position in State Street US Sector Rotation ETF in Q3 2025 and has held it in 3 quarters since.
  • 132 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.