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 Q2	$19.6M	Buy	301,775 +11,463	+4%	+$729K	6.48%	7
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 $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

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

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Landmark Wealth Management (Illinois)'s XLSR Position: Q2 2026 in Review

Landmark Wealth Management (Illinois) increased its State Street US Sector Rotation ETF (XLSR) stake by 3.9% in Q2 2026, buying an estimated $729K and bringing the position to 301,775 shares worth $19.6M. The position accounts for 6.48% of the portfolio, ranked #7.

Landmark Wealth Management (Illinois) first reported a position in XLSR in Q2 2024 and has held it in 9 quarters since. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

Landmark Wealth Management (Illinois) held 301,775 shares of State Street US Sector Rotation ETF worth $19.6M as of Q2 2026.
Landmark Wealth Management (Illinois) bought 11,463 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $729K.
State Street US Sector Rotation ETF made up 6.48% of Landmark Wealth Management (Illinois)'s portfolio in Q2 2026, its #7 holding.
Landmark Wealth Management (Illinois) first reported a position in State Street US Sector Rotation ETF in Q2 2024 and has held it in 9 quarters since.
141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Landmark Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 5 Aug 2026.