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

Outlook Wealth 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	$2.29M	Sell	35,414 -1,712	-5%	-$109K	0.5%	48
2026 Q1	$2.14M	Buy	37,126 +1,177	+3%	+$71.7K	0.52%	40
2025 Q4	$2.24M	Sell	35,949 -1,165	-3%	-$71.5K	0.51%	41
2025 Q3	$2.21M	Sell	37,114 -1,988	-5%	-$113K	0.55%	40
2025 Q2	$2.15M	Sell	39,102 -585	-1%	-$29.9K	0.55%	33
2025 Q1	$2.01M	Buy	39,687 +1,898	+5%	+$102K	0.56%	35
2024 Q4	$2.02M	Sell	37,789 -2,275	-6%	-$122K	0.58%	33
2024 Q3	$2.08M	Buy	40,064 +1,016	+3%	+$51.3K	0.6%	34
2024 Q2	$321K	Sell	39,048 -1,387	-3%	-$68.4K	0.1%	204
2024 Q1	$2.02M	Sell	40,435 -1,118	-3%	-$53.2K	0.62%	34
2023 Q4	$1.9M	Sell	41,553 -1,381	-3%	-$59.2K	0.67%	32
2023 Q3	$1.77M	Sell	42,934 -2,093	-5%	-$90.4K	0.68%	35
2023 Q2	$1.95M	Sell	45,027 -1,883	-4%	-$77K	0.74%	32
2023 Q1	$1.88M	Buy	+46,910	New	+$1.87M	0.84%	29

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

Outlook Wealth Advisors's XLSR Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its State Street US Sector Rotation ETF (XLSR) stake by 4.6% in Q2 2026, selling an estimated $109K and leaving 35,414 shares worth $2.29M. The position accounts for 0.5% of the portfolio, ranked #48.

Outlook Wealth Advisors first reported a position in XLSR in Q1 2023 and has held it in 14 quarters since. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

Outlook Wealth Advisors held 35,414 shares of State Street US Sector Rotation ETF worth $2.29M as of Q2 2026.
Outlook Wealth Advisors sold 1,712 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $109K.
State Street US Sector Rotation ETF made up 0.5% of Outlook Wealth Advisors's portfolio in Q2 2026, its #48 holding.
Outlook Wealth Advisors first reported a position in State Street US Sector Rotation ETF in Q1 2023 and has held it in 14 quarters since.
141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.