M1 Capital Management’s State Street US Sector Rotation ETF XLSR Stock Holding History

M1 Capital Management’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	$469K	Buy	7,231 +1,149	+19%	+$73.1K	0.17%	71
2026 Q1	$351K	Buy	6,082 +1,107	+22%	+$67.5K	0.16%	80
2025 Q4	$310K	Buy	4,975 +120	+2%	+$7.36K	0.13%	92
2025 Q3	$289K	Sell	4,855 -226	-4%	-$12.9K	0.12%	90
2025 Q2	$279K	Sell	5,081 -577	-10%	-$29.5K	0.14%	83
2025 Q1	$287K	Buy	5,658 +281	+5%	+$15.1K	0.18%	76
2024 Q4	$287K	Buy	+5,377	New	+$288K	0.16%	73

Other funds holding XLSR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

PAS

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

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

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

M1 Capital Management's XLSR Position: Q2 2026 in Review

M1 Capital Management increased its State Street US Sector Rotation ETF (XLSR) stake by 19% in Q2 2026, buying an estimated $73.1K and bringing the position to 7,231 shares worth $469K. The position accounts for 0.17% of the portfolio, ranked #71.

M1 Capital Management first reported a position in XLSR in Q4 2024 and has held it in 7 quarters since. 142 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

M1 Capital Management held 7,231 shares of State Street US Sector Rotation ETF worth $469K as of Q2 2026.
M1 Capital Management bought 1,149 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $73.1K.
State Street US Sector Rotation ETF made up 0.17% of M1 Capital Management's portfolio in Q2 2026, its #71 holding.
M1 Capital Management first reported a position in State Street US Sector Rotation ETF in Q4 2024 and has held it in 7 quarters since.
142 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on M1 Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.