Principal Securities’s State Street US Sector Rotation ETF XLSR Stock Holding History

Principal Securities’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	$10.6M	Buy	163,583 +89,553	+121%	+$5.7M	0.13%	151
2026 Q1	$4.27M	Buy	74,030 +37,154	+101%	+$2.26M	0.06%	294
2025 Q4	$2.3M	Buy	36,876 +23,372	+173%	+$1.43M	0.04%	429
2025 Q3	$805K	Buy	13,504 +54	+0.4%	+$3.08K	0.01%	741
2025 Q2	$739K	Buy	13,450 +493	+4%	+$25.2K	0.01%	707
2025 Q1	$692K	Hold	12,957	–	–	0.02%	667
2024 Q4	$692K	Sell	12,957 -713	-5%	-$38.2K	0.02%	666
2024 Q3	$709K	Buy	13,670 +244	+2%	+$12.3K	0.02%	645
2024 Q2	$683K	Buy	+13,426	New	+$663K	0.02%	595

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

Principal Securities's XLSR Position: Q2 2026 in Review

Principal Securities increased its State Street US Sector Rotation ETF (XLSR) stake by 121% in Q2 2026, buying an estimated $5.7M and bringing the position to 163,583 shares worth $10.6M. The position accounts for 0.13% of the portfolio, ranked #151.

Principal Securities first reported a position in XLSR in Q2 2024 and has held it in 9 quarters since. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

Principal Securities held 163,583 shares of State Street US Sector Rotation ETF worth $10.6M as of Q2 2026.
Principal Securities bought 89,553 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $5.7M.
State Street US Sector Rotation ETF made up 0.13% of Principal Securities's portfolio in Q2 2026, its #151 holding.
Principal Securities first reported a position in State Street US Sector Rotation ETF in Q2 2024 and has held it in 9 quarters since.
141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.