Kraft Davis & Associates’s State Street US Sector Rotation ETF XLSR Stock Holding History

Kraft Davis & Associates’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	$924K	Sell	13,846 -2,277	-14%	-$149K	0.2%	56
2026 Q2	$1.04M	Buy	16,123 +165	+1%	+$10.5K	0.22%	55
2026 Q1	$1.01M	Buy	15,958 +9,997	+168%	+$609K	0.21%	56
2025 Q4	$374K	Sell	5,961 -29	-0.5%	-$1.78K	0.08%	111
2025 Q3	$361K	Buy	5,990 +45	+0.8%	+$2.57K	0.09%	109
2025 Q2	$334K	Buy	5,945 +889	+18%	+$45.4K	0.09%	107
2025 Q1	$239K	Sell	5,056 -78,656	-94%	-$4.21M	0.08%	114
2024 Q4	$4.6M	Buy	83,712 +79,587	+1,929%	+$4.26M	1.31%	23
2024 Q3	$214K	Buy	+4,125	New	+$208K	0.06%	135

Other funds holding XLSR

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

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

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

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

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

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

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

Kraft Davis & Associates's XLSR Position: Q3 2026 in Review

Kraft Davis & Associates reduced its State Street US Sector Rotation ETF (XLSR) stake by 14% in Q3 2026, selling an estimated $149K and leaving 13,846 shares worth $924K. The position accounts for 0.2% of the portfolio, ranked #56.

Kraft Davis & Associates first reported a position in XLSR in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.6M in Q4 2024. 40 funds tracked by Wall St. Rank hold XLSR as of Q3 2026.

Kraft Davis & Associates held 13,846 shares of State Street US Sector Rotation ETF worth $924K as of Q3 2026.
Kraft Davis & Associates sold 2,277 State Street US Sector Rotation ETF shares in Q3 2026, an estimated $149K.
State Street US Sector Rotation ETF made up 0.2% of Kraft Davis & Associates's portfolio in Q3 2026, its #56 holding.
Kraft Davis & Associates first reported a position in State Street US Sector Rotation ETF in Q3 2024 and has held it in 9 quarters since.
Kraft Davis & Associates's State Street US Sector Rotation ETF position peaked at $4.6M in Q4 2024.
40 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2026.

Based on Kraft Davis & Associates's 13F filing for Q3 2026, filed 21 Oct 2026.