Morgan Stanley
XLSR icon

Morgan Stanley’s State Street US Sector Rotation ETF XLSR Stock Holding History

Morgan Stanley’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 		$3.27M Sell
50,469
-6,357
-11% -$404K ﹤0.01% 4528
2026
Q1 		$3.28M Buy
56,826
+8,671
+18% +$528K ﹤0.01% 4413
2025
Q4 		$3M Sell
48,155
-1,374
-3% -$84.3K ﹤0.01% 4544
2025
Q3 		$2.95M Buy
49,529
+1,437
+3% +$82K ﹤0.01% 4537
2025
Q2 		$2.64M Sell
48,092
-2,757
-5% -$141K ﹤0.01% 4529
2025
Q1 		$2.58M Sell
50,849
-45,658
-47% -$2.45M ﹤0.01% 4443
2024
Q4 		$5.16M Buy
96,507
+12,370
+15% +$662K ﹤0.01% 3972
2024
Q3 		$4.36M Buy
84,137
+7,342
+10% +$371K ﹤0.01% 4061
2024
Q2 		$3.91M Buy
76,795
+16,311
+27% +$805K ﹤0.01% 4087
2024
Q1 		$3.02M Buy
60,484
+2,091
+4% +$99.5K ﹤0.01% 4315
2023
Q4 		$2.67M Buy
58,393
+15,377
+36% +$659K ﹤0.01% 4337
2023
Q3 		$1.78M Buy
43,016
+6,533
+18% +$282K ﹤0.01% 4460
2023
Q2 		$1.58M Buy
36,483
+34,972
+2,314% +$1.43M ﹤0.01% 4569
2023
Q1 		$60.7K Hold
1,511
– – ﹤0.01% 6209
2022
Q4 		$58.8K Buy
1,511
+119
+9% +$4.63K ﹤0.01% 6222
2022
Q3 		$50K Sell
1,392
-1,339
-49% -$53.4K ﹤0.01% 6409
2022
Q2 		$104K Hold
2,731
– – ﹤0.01% 6255
2022
Q1 		$124K Hold
2,731
– – ﹤0.01% 6184
2021
Q4 		$128K Buy
+2,731
New +$127K ﹤0.01% 6296

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

Morgan Stanley's XLSR Position: Q2 2026 in Review

Morgan Stanley reduced its State Street US Sector Rotation ETF (XLSR) stake by 11% in Q2 2026, selling an estimated $404K and leaving 50,469 shares worth $3.27M. The position accounts for ﹤0.01% of the portfolio, ranked #4528.

Morgan Stanley first reported a position in XLSR in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.16M in Q4 2024. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • Morgan Stanley held 50,469 shares of State Street US Sector Rotation ETF worth $3.27M as of Q2 2026.
  • Morgan Stanley sold 6,357 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $404K.
  • State Street US Sector Rotation ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4528 holding.
  • Morgan Stanley first reported a position in State Street US Sector Rotation ETF in Q4 2021 and has held it in 19 quarters since.
  • Morgan Stanley's State Street US Sector Rotation ETF position peaked at $5.16M in Q4 2024.
  • 141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.