MWM
XLSR icon

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

Maripau Wealth 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
2025
Q3 		– Sell
-3,846
Closed -$211K – 166
2025
Q2 		$211K Sell
3,846
-164
-4% -$8.38K 0.11% 154
2025
Q1 		$204K Sell
4,010
-354
-8% -$19K 0.12% 132
2024
Q4 		$233K Buy
+4,364
New +$234K 0.14% 124
2024
Q3 		– Sell
-5,118
Closed -$260K – 142
2024
Q2 		$260K Sell
5,118
-581
-10% -$28.7K 0.18% 116
2024
Q1 		$284K Buy
5,699
+3
+0.1% +$143 0.21% 93
2023
Q4 		$261K Sell
5,696
-1,059
-16% -$45.4K 0.23% 88
2023
Q3 		$279K Sell
6,755
-35
-0.5% -$1.51K 0.26% 74
2023
Q2 		$294K Buy
6,790
+156
+2% +$6.38K 0.26% 67
2023
Q1 		$266K Buy
6,634
+638
+11% +$25.4K 0.28% 63
2022
Q4 		$235K Buy
5,996
+391
+7% +$15.2K 0.24% 73
2022
Q3 		$220K Sell
5,605
-286
-5% -$11.4K 0.24% 76
2022
Q2 		$242K Sell
5,891
-2,216
-27% -$91.8K 0.26% 65
2022
Q1 		$352K Sell
8,107
-20
-0.2% -$892 0.32% 59
2021
Q4 		$367K Buy
+8,127
New +$379K 0.35% 63

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
NA
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Maripau Wealth Management's XLSR Position: Q3 2025 in Review

Maripau Wealth Management sold out of State Street US Sector Rotation ETF (XLSR) in Q3 2025, closing a stake of 3,846 shares — an estimated $211K sold.

Maripau Wealth Management first reported a position in XLSR in Q4 2021 and held it in 14 quarters. The position peaked at $367K in Q4 2021. 115 funds tracked by Wall St. Rank hold XLSR as of Q3 2025.

  • Maripau Wealth Management reported no remaining State Street US Sector Rotation ETF position as of Q3 2025 after selling out during the quarter.
  • Maripau Wealth Management sold 3,846 State Street US Sector Rotation ETF shares in Q3 2025, an estimated $211K.
  • Maripau Wealth Management first reported a position in State Street US Sector Rotation ETF in Q4 2021 and held it in 14 quarters.
  • Maripau Wealth Management's State Street US Sector Rotation ETF position peaked at $367K in Q4 2021.
  • 115 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2025.

Based on Maripau Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.