October Effect’s State Street US Sector Rotation ETF XLSR Stock Holding History

October Effect’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	$2.01M	Buy	30,976 +4,510	+17%	+$287K	1.89%	19
2026 Q1	$1.53M	Buy	26,466 +6,512	+33%	+$397K	1.76%	20
2025 Q4	$1.24M	Buy	19,954 +2,287	+13%	+$140K	1.37%	26
2025 Q3	$1.05M	Sell	17,667 -399	-2%	-$22.8K	1.16%	22
2025 Q2	$992K	Buy	+18,066	New	+$923K	1.2%	23

Other funds holding XLSR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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

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

October Effect's XLSR Position: Q2 2026 in Review

October Effect increased its State Street US Sector Rotation ETF (XLSR) stake by 17% in Q2 2026, buying an estimated $287K and bringing the position to 30,976 shares worth $2.01M. The position accounts for 1.89% of the portfolio, ranked #19.

October Effect first reported a position in XLSR in Q2 2025 and has held it in 5 quarters since. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

October Effect held 30,976 shares of State Street US Sector Rotation ETF worth $2.01M as of Q2 2026.
October Effect bought 4,510 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $287K.
State Street US Sector Rotation ETF made up 1.89% of October Effect's portfolio in Q2 2026, its #19 holding.
October Effect first reported a position in State Street US Sector Rotation ETF in Q2 2025 and has held it in 5 quarters since.
141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on October Effect's 13F filing for Q2 2026, filed 21 Jul 2026.