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 Q3	$4.57M	Sell	68,839 -6,504	-9%	-$427K	3.11%	5
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

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return

Lockerman Financial Group Newport Beach, California $69.7M AUM 11.75% 1-Year Est. Return

October Effect Virginia Beach, Virginia $98.3M AUM 66.25% 1-Year Est. Return

Worth Financial Advisory Group Charlotte, North Carolina $242M AUM 22.69% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Integrity Wealth Partners Walnut Creek, California $129M AUM

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Midwest Financial Network's XLSR Position: Q3 2026 in Review

Midwest Financial Network reduced its State Street US Sector Rotation ETF (XLSR) stake by 8.6% in Q3 2026, selling an estimated $427K and leaving 68,839 shares worth $4.57M. The position accounts for 3.11% of the portfolio, ranked #5.

Midwest Financial Network first reported a position in XLSR in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.89M in Q2 2026. 44 funds tracked by Wall St. Rank hold XLSR as of Q3 2026.

Midwest Financial Network held 68,839 shares of State Street US Sector Rotation ETF worth $4.57M as of Q3 2026.
Midwest Financial Network sold 6,504 State Street US Sector Rotation ETF shares in Q3 2026, an estimated $427K.
State Street US Sector Rotation ETF made up 3.11% of Midwest Financial Network's portfolio in Q3 2026, its #5 holding.
Midwest Financial Network first reported a position in State Street US Sector Rotation ETF in Q4 2024 and has held it in 8 quarters since.
Midwest Financial Network's State Street US Sector Rotation ETF position peaked at $4.89M in Q2 2026.
44 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.