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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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $265M AUM 13.4% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return