Landmark Wealth Management (Illinois)’s State Street US Sector Rotation ETF XLSR Stock Holding History

Landmark Wealth Management (Illinois)’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 Q1	$16.8M	Buy	290,312 +18,930	+7%	+$1.15M	6.32%	7
2025 Q4	$16.9M	Buy	271,382 +1,178	+0.4%	+$72.3K	6.39%	7
2025 Q3	$16.1M	Buy	270,204 +5,702	+2%	+$325K	6.29%	7
2025 Q2	$14.5M	Buy	264,502 +10,858	+4%	+$555K	6.22%	6
2025 Q1	$12.9M	Buy	253,644 +18,578	+8%	+$995K	6.14%	6
2024 Q4	$12.6M	Buy	235,066 +2,108	+0.9%	+$113K	6.12%	4
2024 Q3	$12.1M	Buy	232,958 +21,529	+10%	+$1.09M	6.02%	5
2024 Q2	$10.8M	Buy	+211,429	New	+$10.4M	5.92%	6

Other funds holding XLSR

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Aspire Private Capital Cornelius, North Carolina $443M AUM 14.48% 1-Year Est. Return