Kestra Advisory Services’s State Street US Sector Rotation ETF XLSR Stock Holding History

Kestra Advisory 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	$1.41M	Sell	21,816 -63,043	-74%	-$4.01M	﹤0.01%	1583
2026 Q1	$4.9M	Sell	84,859 -320	-0.4%	-$19.5K	0.02%	801
2025 Q4	$5.31M	Buy	85,179 +56,641	+198%	+$3.48M	0.02%	704
2025 Q3	$1.7M	Buy	28,538 +861	+3%	+$49.1K	0.01%	1246
2025 Q2	$1.52M	Buy	27,677 +156	+0.6%	+$7.97K	0.01%	1229
2025 Q1	$1.4M	Buy	27,521 +763	+3%	+$40.9K	0.01%	1176
2024 Q4	$1.43M	Sell	26,758 -4,783	-15%	-$256K	0.01%	1193
2024 Q3	$1.63M	Sell	31,541 -1,362	-4%	-$68.8K	0.01%	1067
2024 Q2	$1.67M	Sell	32,903 -2,404	-7%	-$119K	0.01%	1054
2024 Q1	$1.76M	Sell	35,307 -194	-0.5%	-$9.24K	0.01%	943
2023 Q4	$1.62M	Sell	35,501 -6,145	-15%	-$263K	0.01%	897
2023 Q3	$1.72M	Sell	41,646 -15,038	-27%	-$649K	0.02%	745
2023 Q2	$2.46M	Sell	56,684 -448	-0.8%	-$18.3K	0.02%	600
2023 Q1	$2.29M	Sell	57,132 -140	-0.2%	-$5.57K	0.02%	602
2022 Q4	$2.23M	Buy	57,272 +6,559	+13%	+$255K	0.02%	705
2022 Q3	$1.82M	Buy	50,713 +1,049	+2%	+$41.8K	0.02%	708
2022 Q2	$1.89M	Buy	49,664 +6,043	+14%	+$250K	0.02%	695
2022 Q1	$1.98M	Buy	43,621 +13,114	+43%	+$585K	0.02%	683
2021 Q4	$1.43M	Buy	+30,507	New	+$1.42M	0.01%	827

Other funds holding XLSR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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

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

Kestra Advisory Services's XLSR Position: Q2 2026 in Review

Kestra Advisory Services reduced its State Street US Sector Rotation ETF (XLSR) stake by 74% in Q2 2026, selling an estimated $4.01M and leaving 21,816 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

Kestra Advisory Services first reported a position in XLSR in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.31M in Q4 2025. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

Kestra Advisory Services held 21,816 shares of State Street US Sector Rotation ETF worth $1.41M as of Q2 2026.
Kestra Advisory Services sold 63,043 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $4.01M.
State Street US Sector Rotation ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1583 holding.
Kestra Advisory Services first reported a position in State Street US Sector Rotation ETF in Q4 2021 and has held it in 19 quarters since.
Kestra Advisory Services's State Street US Sector Rotation ETF position peaked at $5.31M in Q4 2025.
141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.