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Lockerman Financial Group’s State Street US Sector Rotation ETF XLSR Stock Holding History

Lockerman Financial Group’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 		$2.86M Buy
44,093
+4,252
+11% +$271K 4.37% 5
2026
Q1 		$2.3M Buy
39,841
+1,963
+5% +$120K 4.14% 4
2025
Q4 		$2.36M Buy
37,878
+921
+2% +$56.5K 4.53% 3
2025
Q3 		$2.2M Sell
36,957
-139
-0.4% -$7.93K 2.78% 6
2025
Q2 		$2.04M Buy
37,096
+2,305
+7% +$118K 2.74% 7
2025
Q1 		$1.77M Buy
34,791
+20,759
+148% +$1.11M 2.67% 7
2024
Q4 		$750K Sell
14,032
-38
-0.3% -$2.03K 1.28% 19
2024
Q3 		$729K Sell
14,070
-75
-0.5% -$3.79K 1.23% 23
2024
Q2 		$720K Sell
14,145
-388
-3% -$19.1K 1.31% 19
2024
Q1 		$725K Buy
14,533
+9
+0.1% +$428 1.39% 14
2023
Q4 		$665K Buy
14,524
+3,060
+27% +$131K 1.54% 16
2023
Q3 		$473K Buy
11,464
+3,836
+50% +$166K 1.27% 21
2023
Q2 		$331K Buy
7,628
+1,147
+18% +$46.9K 0.92% 33
2023
Q1 		$260K Buy
+6,481
New +$258K 0.72% 49

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

Lockerman Financial Group's XLSR Position: Q2 2026 in Review

Lockerman Financial Group increased its State Street US Sector Rotation ETF (XLSR) stake by 11% in Q2 2026, buying an estimated $271K and bringing the position to 44,093 shares worth $2.86M. The position accounts for 4.37% of the portfolio, ranked #5.

Lockerman Financial Group first reported a position in XLSR in Q1 2023 and has held it in 14 quarters since. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • Lockerman Financial Group held 44,093 shares of State Street US Sector Rotation ETF worth $2.86M as of Q2 2026.
  • Lockerman Financial Group bought 4,252 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $271K.
  • State Street US Sector Rotation ETF made up 4.37% of Lockerman Financial Group's portfolio in Q2 2026, its #5 holding.
  • Lockerman Financial Group first reported a position in State Street US Sector Rotation ETF in Q1 2023 and has held it in 14 quarters since.
  • 141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.