Lokken Investment Group’s State Street US Sector Rotation ETF XLSR Stock Holding History

Lokken Investment 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
2025 Q3	$1M	Sell	16,851 -761	-4%	-$43.4K	0.34%	69
2025 Q2	$967K	Sell	17,612 -465	-3%	-$23.7K	0.37%	65
2025 Q1	$918K	Sell	18,077 -30,389	-63%	-$1.63M	0.39%	65
2024 Q4	$2.59M	Sell	48,466 -3,578	-7%	-$192K	1.12%	21
2024 Q3	$2.7M	Sell	52,044 -71	-0.1%	-$3.58K	1.13%	19
2024 Q2	$2.65M	Buy	52,115 +409	+0.8%	+$20.2K	1.25%	17
2024 Q1	$2.58M	Sell	51,706 -494	-0.9%	-$23.5K	1.28%	18
2023 Q4	$2.39M	Buy	52,200 +1,755	+3%	+$75.2K	1.35%	18
2023 Q3	$2.08M	Buy	50,445 +11,343	+29%	+$490K	1.36%	20
2023 Q2	$1.7M	Buy	39,102 +1,948	+5%	+$79.6K	1.11%	22
2023 Q1	$1.49M	Buy	+37,154	New	+$1.48M	1.13%	24

Other funds holding XLSR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

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

LWMI

Landmark Wealth Management (Illinois) Normal, Illinois $265M AUM 13.4% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Lokken Investment Group's XLSR Position: Q3 2025 in Review

Lokken Investment Group reduced its State Street US Sector Rotation ETF (XLSR) stake by 4.3% in Q3 2025, selling an estimated $43.4K and leaving 16,851 shares worth $1M. The position accounts for 0.34% of the portfolio, ranked #69.

Lokken Investment Group first reported a position in XLSR in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.7M in Q3 2024. 115 funds tracked by Wall St. Rank hold XLSR as of Q3 2025.

Lokken Investment Group held 16,851 shares of State Street US Sector Rotation ETF worth $1M as of Q3 2025.
Lokken Investment Group sold 761 State Street US Sector Rotation ETF shares in Q3 2025, an estimated $43.4K.
State Street US Sector Rotation ETF made up 0.34% of Lokken Investment Group's portfolio in Q3 2025, its #69 holding.
Lokken Investment Group first reported a position in State Street US Sector Rotation ETF in Q1 2023 and has held it in 11 quarters since.
Lokken Investment Group's State Street US Sector Rotation ETF position peaked at $2.7M in Q3 2024.
115 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.