J2 Capital Management’s State Street US Sector Rotation ETF XLSR Stock Holding History

J2 Capital Management’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 Q3	$440K	Buy	6,625 +73	+1%	+$4.79K	0.28%	92
2026 Q2	$425K	Hold	6,552	–	–	0.29%	87
2026 Q1	$378K	Buy	6,552 +207	+3%	+$12.6K	0.26%	94
2025 Q4	$395K	Sell	6,345 -235	-4%	-$14.4K	0.29%	92
2025 Q3	$392K	Buy	6,580 +2,357	+56%	+$134K	0.3%	89
2025 Q2	$232K	Sell	4,223 -18	-0.4%	-$919	0.18%	113
2025 Q1	$215K	Hold	4,241	–	–	0.2%	97
2024 Q4	$227K	Buy	+4,241	New	+$227K	0.21%	102

Other funds holding XLSR

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

GFPC

Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

LFG

Lockerman Financial Group Newport Beach, California $69.7M AUM 11.75% 1-Year Est. Return

October Effect Virginia Beach, Virginia $98.3M AUM 66.25% 1-Year Est. Return

WFAG

Worth Financial Advisory Group Charlotte, North Carolina $242M AUM 22.69% 1-Year Est. Return

IWP

Integrity Wealth Partners Walnut Creek, California $129M AUM

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

J2 Capital Management's XLSR Position: Q3 2026 in Review

J2 Capital Management increased its State Street US Sector Rotation ETF (XLSR) stake by 1.1% in Q3 2026, buying an estimated $4.79K and bringing the position to 6,625 shares worth $440K. The position accounts for 0.28% of the portfolio, ranked #92.

J2 Capital Management first reported a position in XLSR in Q4 2024 and has held it in 8 quarters since. 38 funds tracked by Wall St. Rank hold XLSR as of Q3 2026.

J2 Capital Management held 6,625 shares of State Street US Sector Rotation ETF worth $440K as of Q3 2026.
J2 Capital Management bought 73 State Street US Sector Rotation ETF shares in Q3 2026, an estimated $4.79K.
State Street US Sector Rotation ETF made up 0.28% of J2 Capital Management's portfolio in Q3 2026, its #92 holding.
J2 Capital Management first reported a position in State Street US Sector Rotation ETF in Q4 2024 and has held it in 8 quarters since.
38 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2026.

Based on J2 Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.