Patriot Financial Group Insurance Agency’s State Street US Sector Rotation ETF XLSR Stock Holding History

Patriot Financial Group Insurance Agency’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	$231K	Sell	3,567 -3,635	-50%	-$231K	0.02%	449
2026 Q1	$416K	Buy	7,202 +3,587	+99%	+$219K	0.02%	483
2025 Q4	$225K	Sell	3,615 -147	-4%	-$9.02K	0.03%	455
2025 Q3	$224K	Sell	3,762 -100	-3%	-$5.7K	0.03%	439
2025 Q2	$212K	Buy	+3,862	New	+$197K	0.02%	479
2025 Q1	–	Sell	-4,305	Closed	-$230K	–	536
2024 Q4	$230K	Sell	4,305 -126	-3%	-$6.74K	0.03%	419
2024 Q3	$230K	Sell	4,431 -495	-10%	-$25K	0.03%	440
2024 Q2	$251K	Sell	4,926 -273	-5%	-$13.5K	0.04%	407
2024 Q1	$259K	Sell	5,199 -5,129	-50%	-$244K	0.04%	400
2023 Q4	$473K	Sell	10,328 -2,359	-19%	-$101K	0.09%	256
2023 Q3	$524K	Sell	12,687 -340	-3%	-$14.7K	0.11%	225
2023 Q2	$565K	Buy	13,027 +1,393	+12%	+$57K	0.11%	224
2023 Q1	$467K	Buy	11,634 +1,505	+15%	+$59.9K	0.09%	231
2022 Q4	$394K	Sell	10,129 -104	-1%	-$4.04K	0.05%	252
2022 Q3	$367K	Sell	10,233 -10	-0.1%	-$398	0.09%	251
2022 Q2	$390K	Buy	10,243 +241	+2%	+$9.99K	0.08%	249
2022 Q1	$453K	Sell	10,002 -807	-7%	-$36K	0.08%	251
2021 Q4	$508K	Buy	10,809 +34	+0.3%	+$1.58K	0.08%	240
2021 Q3	$476K	Buy	10,775 +566	+6%	+$25.7K	0.08%	245
2021 Q2	$453K	Buy	10,209 +3,974	+64%	+$173K	0.08%	245
2021 Q1	$255K	Buy	6,235 +36	+0.6%	+$1.47K	0.06%	333
2020 Q4	$250K	Hold	6,199	–	–	0.06%	300
2020 Q3	$226K	Hold	6,199	–	–	0.07%	246
2020 Q2	$204K	Sell	6,199 -41	-0.7%	-$1.28K	0.08%	230
2020 Q1	$174K	Sell	6,240 -282	-4%	-$9.18K	0.08%	232
2019 Q4	$222K	Buy	6,522 +974	+18%	+$31.5K	0.08%	204
2019 Q3	$173K	Buy	+5,548	New	+$172K	0.08%	225

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Patriot Financial Group Insurance Agency's XLSR Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its State Street US Sector Rotation ETF (XLSR) stake by 50% in Q2 2026, selling an estimated $231K and leaving 3,567 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #449.

Patriot Financial Group Insurance Agency first reported a position in XLSR in Q3 2019 and has held it in 27 quarters since. The position peaked at $565K in Q2 2023. 92 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

Patriot Financial Group Insurance Agency held 3,567 shares of State Street US Sector Rotation ETF worth $231K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 3,635 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $231K.
State Street US Sector Rotation ETF made up 0.02% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #449 holding.
Patriot Financial Group Insurance Agency first reported a position in State Street US Sector Rotation ETF in Q3 2019 and has held it in 27 quarters since.
Patriot Financial Group Insurance Agency's State Street US Sector Rotation ETF position peaked at $565K in Q2 2023.
92 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.