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XLSR icon

NewEdge Advisors’s State Street US Sector Rotation ETF XLSR Stock Holding History

NewEdge Advisors’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 		$19.9M Buy
307,442
+19,798
+7% +$1.26M 0.06% 306
2026
Q1 		$16.6M Buy
287,644
+21,872
+8% +$1.33M 0.06% 312
2025
Q4 		$16.6M Sell
265,772
-22,821
-8% -$1.4M 0.06% 293
2025
Q3 		$17.2M Buy
288,593
+2,704
+0.9% +$154K 0.08% 251
2025
Q2 		$15.7M Buy
285,889
+7,117
+3% +$363K 0.08% 250
2025
Q1 		$14.2M Buy
278,772
+37,027
+15% +$1.98M 0.08% 247
2024
Q4 		$12.9M Buy
241,745
+1,092
+0.5% +$58.4K 0.08% 256
2024
Q3 		$12.5M Buy
240,653
+26,014
+12% +$1.31M 0.08% 248
2024
Q2 		$10.9M Buy
214,639
+10,620
+5% +$524K 0.08% 249
2024
Q1 		$10.2M Buy
204,019
+20,285
+11% +$966K 0.09% 219
2023
Q4 		$8.42M Buy
183,734
+30,500
+20% +$1.31M 0.08% 238
2023
Q3 		$6.32M Buy
153,234
+94,217
+160% +$4.07M 0.07% 272
2023
Q2 		$2.56M Buy
59,017
+14,820
+34% +$606K 0.03% 510
2023
Q1 		$1.77M Sell
44,197
-339
-0.8% -$13.5K 0.02% 577
2022
Q4 		$35.2K Buy
44,536
+12,024
+37% +$468K ﹤0.01% 1873
2022
Q3 		$1.17M Buy
32,512
+1,902
+6% +$75.8K 0.02% 587
2022
Q2 		$1.17M Buy
30,610
+8,835
+41% +$366K 0.02% 614
2022
Q1 		$986K Buy
21,775
+1,536
+8% +$68.5K 0.02% 646
2021
Q4 		$951K Buy
20,239
+3,575
+21% +$167K 0.01% 759
2021
Q3 		$737K Buy
16,664
+4,136
+33% +$188K 0.02% 633
2021
Q2 		$556K Buy
+12,528
New +$544K 0.01% 714

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
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
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

NewEdge Advisors's XLSR Position: Q2 2026 in Review

NewEdge Advisors increased its State Street US Sector Rotation ETF (XLSR) stake by 6.9% in Q2 2026, buying an estimated $1.26M and bringing the position to 307,442 shares worth $19.9M. The position accounts for 0.06% of the portfolio, ranked #306.

NewEdge Advisors first reported a position in XLSR in Q2 2021 and has held it in 21 quarters since. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • NewEdge Advisors held 307,442 shares of State Street US Sector Rotation ETF worth $19.9M as of Q2 2026.
  • NewEdge Advisors bought 19,798 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $1.26M.
  • State Street US Sector Rotation ETF made up 0.06% of NewEdge Advisors's portfolio in Q2 2026, its #306 holding.
  • NewEdge Advisors first reported a position in State Street US Sector Rotation ETF in Q2 2021 and has held it in 21 quarters since.
  • 141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.