Kelly Financial Services
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
Q3 		$627K Sell
9,445
-362
-4% -$23.7K 0.14% 58
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 Buy
5,853
+3,979
+212% +$181K 0.15% 55
2021
Q2 		$83.2K Buy
+1,874
New +$81.4K 0.05% 116

Other funds holding XLSR

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Hibernia Wealth Partners
Hibernia Wealth Partners Baton Rouge, Louisiana $192M AUM 9.3% 1-Year Est. Return
Raleigh Capital Management
Raleigh Capital Management Cary, North Carolina $322M AUM 16.27% 1-Year Est. Return
Legacy Wealth Partners (Colorado)
Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return
Global Financial Private Client
Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return
Midwest Financial Network
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
Lockerman Financial Group
Lockerman Financial Group Newport Beach, California $69.7M AUM 11.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

Kelly Financial Services's XLSR Position: Q3 2026 in Review

Kelly Financial Services reduced its State Street US Sector Rotation ETF (XLSR) stake by 3.7% in Q3 2026, selling an estimated $23.7K and leaving 9,445 shares worth $627K. The position accounts for 0.14% of the portfolio, ranked #58.

Kelly Financial Services first reported a position in XLSR in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.57M in Q3 2024. 67 funds tracked by Wall St. Rank hold XLSR as of Q3 2026.

  • Kelly Financial Services held 9,445 shares of State Street US Sector Rotation ETF worth $627K as of Q3 2026.
  • Kelly Financial Services sold 362 State Street US Sector Rotation ETF shares in Q3 2026, an estimated $23.7K.
  • State Street US Sector Rotation ETF made up 0.14% of Kelly Financial Services's portfolio in Q3 2026, its #58 holding.
  • Kelly Financial Services first reported a position in State Street US Sector Rotation ETF in Q2 2021 and has held it in 22 quarters since.
  • Kelly Financial Services's State Street US Sector Rotation ETF position peaked at $1.57M in Q3 2024.
  • 67 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2026.

Based on Kelly Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.