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MeadowBrook Investment Advisors’s State Street US Sector Rotation ETF XLSR Stock Holding History

MeadowBrook Investment Advisors’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 		$163K Hold
2,509
– – 0.13% 116
2026
Q1 		$145K Hold
2,509
– – 0.13% 123
2025
Q4 		$156K Hold
2,509
– – 0.13% 131
2025
Q3 		$150K Hold
2,509
– – 0.13% 131
2025
Q2 		$138K Hold
2,509
– – 0.12% 138
2025
Q1 		$127K Hold
2,509
– – 0.12% 137
2024
Q4 		$134K Buy
+2,509
New +$134K 0.12% 138

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

MeadowBrook Investment Advisors's XLSR Position: Q2 2026 in Review

MeadowBrook Investment Advisors held its State Street US Sector Rotation ETF (XLSR) position steady in Q2 2026 at 2,509 shares worth $163K. The position accounts for 0.13% of the portfolio, ranked #116.

MeadowBrook Investment Advisors first reported a position in XLSR in Q4 2024 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • MeadowBrook Investment Advisors held 2,509 shares of State Street US Sector Rotation ETF worth $163K as of Q2 2026.
  • MeadowBrook Investment Advisors left its State Street US Sector Rotation ETF share count unchanged in Q2 2026.
  • State Street US Sector Rotation ETF made up 0.13% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #116 holding.
  • MeadowBrook Investment Advisors first reported a position in State Street US Sector Rotation ETF in Q4 2024 and has held it in 7 quarters since.
  • 141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.