LPL Financial
XLSR icon

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

LPL Financial’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 		$290M Buy
4,470,235
+112,813
+3% +$7.18M 0.07% 300
2026
Q1 		$252M Sell
4,357,422
-319,320
-7% -$19.5M 0.07% 286
2025
Q4 		$291M Buy
4,676,742
+55,879
+1% +$3.43M 0.08% 230
2025
Q3 		$275M Buy
4,620,863
+30,714
+0.7% +$1.75M 0.08% 230
2025
Q2 		$252M Buy
4,590,149
+257,071
+6% +$13.1M 0.08% 228
2025
Q1 		$220M Buy
4,333,078
+190,800
+5% +$10.2M 0.09% 223
2024
Q4 		$221M Buy
4,142,278
+102,790
+3% +$5.5M 0.09% 197
2024
Q3 		$209M Buy
4,039,488
+166,370
+4% +$8.4M 0.09% 193
2024
Q2 		$197M Buy
3,873,118
+377,785
+11% +$18.6M 0.1% 181
2024
Q1 		$174M Buy
3,495,333
+235,691
+7% +$11.2M 0.09% 187
2023
Q4 		$149M Buy
3,259,642
+1,072,431
+49% +$46M 0.09% 192
2023
Q3 		$90.3M Buy
2,187,211
+198,902
+10% +$8.59M 0.06% 272
2023
Q2 		$86.2M Buy
1,988,309
+251,799
+15% +$10.3M 0.06% 281
2023
Q1 		$69.7M Sell
1,736,510
-69,484
-4% -$2.76M 0.05% 320
2022
Q4 		$70.3M Buy
1,805,994
+190,531
+12% +$7.41M 0.06% 300
2022
Q3 		$58M Buy
1,615,463
+163,140
+11% +$6.5M 0.06% 313
2022
Q2 		$55.3M Buy
1,452,323
+259,557
+22% +$10.8M 0.05% 324
2022
Q1 		$54M Buy
1,192,766
+426,372
+56% +$19M 0.05% 346
2021
Q4 		$36M Buy
766,394
+103,946
+16% +$4.84M 0.03% 453
2021
Q3 		$29.3M Buy
662,448
+562,148
+560% +$25.6M 0.03% 485
2021
Q2 		$4.45M Buy
100,300
+29,258
+41% +$1.27M ﹤0.01% 1426
2021
Q1 		$2.91M Buy
71,042
+8,763
+14% +$358K ﹤0.01% 1588
2020
Q4 		$2.51M Sell
62,279
-43,345
-41% -$1.67M ﹤0.01% 1524
2020
Q3 		$3.86M Buy
105,624
+65,656
+164% +$2.33M 0.01% 1084
2020
Q2 		$1.31M Buy
39,968
+8,233
+26% +$258K ﹤0.01% 1624
2020
Q1 		$886K Buy
31,735
+24,945
+367% +$812K ﹤0.01% 1698
2019
Q4 		$232K Buy
+6,790
New +$220K ﹤0.01% 2987

Other funds holding XLSR

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

LPL Financial's XLSR Position: Q2 2026 in Review

LPL Financial increased its State Street US Sector Rotation ETF (XLSR) stake by 2.6% in Q2 2026, buying an estimated $7.18M and bringing the position to 4,470,235 shares worth $290M. The position accounts for 0.07% of the portfolio, ranked #300.

LPL Financial first reported a position in XLSR in Q4 2019 and has held it in 27 quarters since. The position peaked at $291M in Q4 2025. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • LPL Financial held 4,470,235 shares of State Street US Sector Rotation ETF worth $290M as of Q2 2026.
  • LPL Financial bought 112,813 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $7.18M.
  • State Street US Sector Rotation ETF made up 0.07% of LPL Financial's portfolio in Q2 2026, its #300 holding.
  • LPL Financial first reported a position in State Street US Sector Rotation ETF in Q4 2019 and has held it in 27 quarters since.
  • LPL Financial's State Street US Sector Rotation ETF position peaked at $291M in Q4 2025.
  • 141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.