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

Mosley 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
2026 Q3	$750K	Sell	11,154 -2,934	-21%	-$192K	0.22%	85
2026 Q2	$914K	Sell	14,088 -185,813	-93%	-$11.8M	0.29%	60
2026 Q1	$11.9M	Buy	199,901 +681	+0.3%	+$41.5K	5.4%	2
2025 Q4	$12M	Buy	+199,220	New	+$12.2M	5.51%	2
2024 Q4	$10M	Buy	182,674 +21,311	+13%	+$1.14M	6.22%	3
2024 Q3	$8.49M	Buy	161,363 +26,864	+20%	+$1.36M	5.8%	4
2024 Q2	$6.84M	Buy	134,499 +29,576	+28%	+$1.46M	5.83%	4
2024 Q1	$5.23M	Buy	104,923 +14,966	+17%	+$712K	4.91%	4
2023 Q4	$4.12M	Buy	+89,957	New	+$3.86M	4.06%	5

Other funds holding XLSR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

LWMI

Landmark Wealth Management (Illinois) Normal, Illinois $302M AUM 9.56% 1-Year Est. Return

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

Hibernia Wealth Partners Baton Rouge, Louisiana $192M AUM 9.3% 1-Year Est. Return

Aspire Private Capital Cornelius, North Carolina $482M AUM 10.82% 1-Year Est. Return

Raleigh Capital Management Cary, North Carolina $322M AUM 16.27% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $492M AUM 27.45% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Mosley Wealth Management's XLSR Position: Q3 2026 in Review

Mosley Wealth Management reduced its State Street US Sector Rotation ETF (XLSR) stake by 21% in Q3 2026, selling an estimated $192K and leaving 11,154 shares worth $750K. The position accounts for 0.22% of the portfolio, ranked #85.

Mosley Wealth Management first reported a position in XLSR in Q4 2023 and has held it in 9 quarters since. The position peaked at $12M in Q4 2025. 89 funds tracked by Wall St. Rank hold XLSR as of Q3 2026.

Mosley Wealth Management held 11,154 shares of State Street US Sector Rotation ETF worth $750K as of Q3 2026.
Mosley Wealth Management sold 2,934 State Street US Sector Rotation ETF shares in Q3 2026, an estimated $192K.
State Street US Sector Rotation ETF made up 0.22% of Mosley Wealth Management's portfolio in Q3 2026, its #85 holding.
Mosley Wealth Management first reported a position in State Street US Sector Rotation ETF in Q4 2023 and has held it in 9 quarters since.
Mosley Wealth Management's State Street US Sector Rotation ETF position peaked at $12M in Q4 2025.
89 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.