Private Client Services’s State Street US Sector Rotation ETF XLSR Stock Holding History

Private Client Services’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	$260K	Buy	4,016 +3	+0.1%	+$191	0.07%	192
2026 Q1	$232K	Sell	4,013 -146	-4%	-$8.9K	0.07%	187
2025 Q4	$259K	Sell	4,159 -35	-0.8%	-$2.15K	0.08%	162
2025 Q3	$250K	Sell	4,194 -1,596	-28%	-$91K	0.08%	167
2025 Q2	$318K	Sell	5,790 -1,034	-15%	-$52.8K	0.12%	145
2025 Q1	$346K	Buy	6,824 +249	+4%	+$13.3K	0.17%	119
2024 Q4	$351K	Sell	6,575 -324	-5%	-$17.3K	0.19%	105
2024 Q3	$358K	Buy	6,899 +12	+0.2%	+$606	0.19%	102
2024 Q2	$350K	Buy	6,887 +2,628	+62%	+$130K	0.22%	87
2024 Q1	$212K	Buy	+4,259	New	+$203K	0.14%	123

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

Private Client Services's XLSR Position: Q2 2026 in Review

Private Client Services increased its State Street US Sector Rotation ETF (XLSR) stake by 0.07% in Q2 2026, buying an estimated $191 and bringing the position to 4,016 shares worth $260K. The position accounts for 0.07% of the portfolio, ranked #192.

Private Client Services first reported a position in XLSR in Q1 2024 and has held it in 10 quarters since. The position peaked at $358K in Q3 2024. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

Private Client Services held 4,016 shares of State Street US Sector Rotation ETF worth $260K as of Q2 2026.
Private Client Services bought 3 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $191.
State Street US Sector Rotation ETF made up 0.07% of Private Client Services's portfolio in Q2 2026, its #192 holding.
Private Client Services first reported a position in State Street US Sector Rotation ETF in Q1 2024 and has held it in 10 quarters since.
Private Client Services's State Street US Sector Rotation ETF position peaked at $358K in Q3 2024.
141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.