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

Midwest Financial Network’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	$4.89M	Buy	75,343 +12,143	+19%	+$773K	3.34%	3
2026 Q1	$3.65M	Buy	63,200 +27,451	+77%	+$1.67M	2.9%	9
2025 Q4	$2.23M	Buy	35,749 +18,411	+106%	+$1.13M	1.72%	25
2025 Q3	$1.03M	Sell	17,338 -8,649	-33%	-$493K	0.84%	43
2025 Q2	$1.43M	Sell	25,987 -2,566	-9%	-$131K	1.42%	32
2025 Q1	$1.45M	Buy	28,553 +2,143	+8%	+$115K	1.45%	29
2024 Q4	$1.41M	Buy	+26,410	New	+$1.41M	1.47%	33

Other funds holding XLSR

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

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

RCM

Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM

GFPC

Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return

LFG

Lockerman Financial Group Newport Beach, California $65.4M AUM 19.35% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

October Effect Virginia Beach, Virginia $106M AUM 85.28% 1-Year Est. Return

Midwest Financial Network's XLSR Position: Q2 2026 in Review

Midwest Financial Network increased its State Street US Sector Rotation ETF (XLSR) stake by 19% in Q2 2026, buying an estimated $773K and bringing the position to 75,343 shares worth $4.89M. The position accounts for 3.34% of the portfolio, ranked #3.

Midwest Financial Network first reported a position in XLSR in Q4 2024 and has held it in 7 quarters since. 42 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

Midwest Financial Network held 75,343 shares of State Street US Sector Rotation ETF worth $4.89M as of Q2 2026.
Midwest Financial Network bought 12,143 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $773K.
State Street US Sector Rotation ETF made up 3.34% of Midwest Financial Network's portfolio in Q2 2026, its #3 holding.
Midwest Financial Network first reported a position in State Street US Sector Rotation ETF in Q4 2024 and has held it in 7 quarters since.
42 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Midwest Financial Network's 13F filing for Q2 2026, filed 7 Jul 2026.