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

Lloyd 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 		$20.7K Buy
320
+49
+18% +$3.12K 0.01% 313
2026
Q1 		$15.7K Buy
+271
New +$16.5K ﹤0.01% 423

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

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

Lloyd Advisory Services increased its State Street US Sector Rotation ETF (XLSR) stake by 18% in Q2 2026, buying an estimated $3.12K and bringing the position to 320 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #313.

Lloyd Advisory Services first reported a position in XLSR in Q1 2026 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • Lloyd Advisory Services held 320 shares of State Street US Sector Rotation ETF worth $20.7K as of Q2 2026.
  • Lloyd Advisory Services bought 49 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $3.12K.
  • State Street US Sector Rotation ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #313 holding.
  • Lloyd Advisory Services first reported a position in State Street US Sector Rotation ETF in Q1 2026 and has held it in 2 quarters since.
  • 141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.