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Maia Wealth’s State Street US Sector Rotation ETF XLSR Stock Holding History

Maia Wealth’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 		$334K Buy
5,157
+68
+1% +$4.33K 0.05% 276
2026
Q1 		$294K Sell
5,089
-34
-0.7% -$2.07K 0.05% 293
2025
Q4 		$311K Sell
5,123
-53
-1% -$3.25K 0.05% 273
2025
Q3 		$318K Sell
5,176
-543
-9% -$31K 0.05% 268
2025
Q2 		$314K Sell
5,719
-25
-0.4% -$1.28K 0.06% 252
2025
Q1 		$277K Buy
5,744
+31
+0.5% +$1.66K 0.06% 246
2024
Q4 		$312K Sell
5,713
-138
-2% -$7.39K 0.07% 220
2024
Q3 		$306K Sell
5,851
-180
-3% -$9.09K 0.08% 192
2024
Q2 		$313K Buy
+6,031
New +$298K 0.09% 156
2023
Q4 		$297K Buy
+6,481
New +$278K 0.12% 145

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

Maia Wealth's XLSR Position: Q2 2026 in Review

Maia Wealth increased its State Street US Sector Rotation ETF (XLSR) stake by 1.3% in Q2 2026, buying an estimated $4.33K and bringing the position to 5,157 shares worth $334K. The position accounts for 0.05% of the portfolio, ranked #276.

Maia Wealth first reported a position in XLSR in Q4 2023 and has held it in 10 quarters since. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • Maia Wealth held 5,157 shares of State Street US Sector Rotation ETF worth $334K as of Q2 2026.
  • Maia Wealth bought 68 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $4.33K.
  • State Street US Sector Rotation ETF made up 0.05% of Maia Wealth's portfolio in Q2 2026, its #276 holding.
  • Maia Wealth first reported a position in State Street US Sector Rotation ETF in Q4 2023 and has held it in 10 quarters since.
  • 141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.