MAS
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MPWM Advisory Solutions’s State Street US Sector Rotation ETF XLSR Stock Holding History

MPWM Advisory Solutions’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
Q1 		– Sell
-3
Closed -$188 – 605
2025
Q4 		$188 Hold
3
– – ﹤0.01% 529
2025
Q3 		$179 Hold
3
– – ﹤0.01% 506
2025
Q2 		$165 Hold
3
– – ﹤0.01% 515
2025
Q1 		$152 Buy
+3
New +$161 ﹤0.01% 720

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $302M AUM 16.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

MPWM Advisory Solutions's XLSR Position: Q1 2026 in Review

MPWM Advisory Solutions sold out of State Street US Sector Rotation ETF (XLSR) in Q1 2026, closing a stake of 3 shares — an estimated $188 sold.

MPWM Advisory Solutions first reported a position in XLSR in Q1 2025 and held it in 4 quarters. The position peaked at $188 in Q4 2025. 132 funds tracked by Wall St. Rank hold XLSR as of Q1 2026.

  • MPWM Advisory Solutions reported no remaining State Street US Sector Rotation ETF position as of Q1 2026 after selling out during the quarter.
  • MPWM Advisory Solutions sold 3 State Street US Sector Rotation ETF shares in Q1 2026, an estimated $188.
  • MPWM Advisory Solutions first reported a position in State Street US Sector Rotation ETF in Q1 2025 and held it in 4 quarters.
  • MPWM Advisory Solutions's State Street US Sector Rotation ETF position peaked at $188 in Q4 2025.
  • 132 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.