KFS
XLSR icon

Kelly Financial Services’s State Street US Sector Rotation ETF XLSR Stock Holding History

Kelly Financial Services’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 		$636K Sell
9,807
-315
-3% -$20K 0.14% 60
2026
Q1 		$584K Buy
10,122
+402
+4% +$24.5K 0.14% 61
2025
Q4 		$606K Sell
9,720
-885
-8% -$54.3K 0.15% 56
2025
Q3 		$632K Sell
10,605
-331
-3% -$18.9K 0.16% 57
2025
Q2 		$601K Sell
10,936
-544
-5% -$27.8K 0.18% 56
2025
Q1 		$583K Sell
11,480
-5,331
-32% -$286K 0.2% 52
2024
Q4 		$898K Sell
16,811
-13,503
-45% -$723K 0.32% 44
2024
Q3 		$1.57M Buy
30,314
+976
+3% +$49.3K 0.58% 32
2024
Q2 		$1.49M Sell
29,338
-1,564
-5% -$77.2K 0.53% 31
2024
Q1 		$1.54M Sell
30,902
-2,661
-8% -$127K 0.59% 29
2023
Q4 		$1.54M Sell
33,563
-2,500
-7% -$107K 0.62% 26
2023
Q3 		$1.49M Buy
36,063
+880
+3% +$38K 0.68% 27
2023
Q2 		$1.53M Buy
35,183
+301
+0.9% +$12.3K 0.72% 22
2023
Q1 		$1.4M Buy
34,882
+6,282
+22% +$250K 0.71% 24
2022
Q4 		$1.11M Buy
28,600
+15,311
+115% +$595K 0.59% 29
2022
Q3 		$477K Sell
13,289
-3,774
-22% -$150K 0.28% 43
2022
Q2 		$650K Buy
17,063
+4,121
+32% +$171K 0.34% 40
2022
Q1 		$586K Sell
12,942
-695
-5% -$31K 0.26% 35
2021
Q4 		$641K Buy
13,637
+7,784
+133% +$363K 0.29% 29
2021
Q3 		$259K Sell
5,853
-77,356
-93% -$3.52M 0.15% 55
2021
Q2 		$1.87M Buy
+83,209
New +$3.61M 0.07% 80

Other funds holding XLSR

APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
LFG
Lockerman Financial Group Newport Beach, California $65.4M AUM 19.35% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Kelly Financial Services's XLSR Position: Q2 2026 in Review

Kelly Financial Services reduced its State Street US Sector Rotation ETF (XLSR) stake by 3.1% in Q2 2026, selling an estimated $20K and leaving 9,807 shares worth $636K. The position accounts for 0.14% of the portfolio, ranked #60.

Kelly Financial Services first reported a position in XLSR in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.87M in Q2 2021. 22 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • Kelly Financial Services held 9,807 shares of State Street US Sector Rotation ETF worth $636K as of Q2 2026.
  • Kelly Financial Services sold 315 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $20K.
  • State Street US Sector Rotation ETF made up 0.14% of Kelly Financial Services's portfolio in Q2 2026, its #60 holding.
  • Kelly Financial Services first reported a position in State Street US Sector Rotation ETF in Q2 2021 and has held it in 21 quarters since.
  • Kelly Financial Services's State Street US Sector Rotation ETF position peaked at $1.87M in Q2 2021.
  • 22 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.