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Legacy Wealth Partners (Colorado)’s State Street US Sector Rotation ETF XLSR Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$5.13M Buy
79,150
+5,396
+7% +$343K 1.15% 17
2026
Q1 		$4.26M Buy
73,754
+5,348
+8% +$326K 1.07% 20
2025
Q4 		$4.26M Buy
+68,406
New +$4.2M 1.1% 17

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
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
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
NA
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

Legacy Wealth Partners (Colorado)'s XLSR Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) increased its State Street US Sector Rotation ETF (XLSR) stake by 7.3% in Q2 2026, buying an estimated $343K and bringing the position to 79,150 shares worth $5.13M. The position accounts for 1.15% of the portfolio, ranked #17.

Legacy Wealth Partners (Colorado) first reported a position in XLSR in Q4 2025 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 79,150 shares of State Street US Sector Rotation ETF worth $5.13M as of Q2 2026.
  • Legacy Wealth Partners (Colorado) bought 5,396 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $343K.
  • State Street US Sector Rotation ETF made up 1.15% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #17 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in State Street US Sector Rotation ETF in Q4 2025 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.