PCS
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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
Q3 		$267K Buy
4,019
+3
+0.1% +$197 0.07% 189
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

SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.75% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Private Client Services's XLSR Position: Q3 2026 in Review

Private Client Services increased its State Street US Sector Rotation ETF (XLSR) stake by 0.07% in Q3 2026, buying an estimated $197 and bringing the position to 4,019 shares worth $267K. The position accounts for 0.07% of the portfolio, ranked #189.

Private Client Services first reported a position in XLSR in Q1 2024 and has held it in 11 quarters since. The position peaked at $358K in Q3 2024. 15 funds tracked by Wall St. Rank hold XLSR as of Q3 2026.

  • Private Client Services held 4,019 shares of State Street US Sector Rotation ETF worth $267K as of Q3 2026.
  • Private Client Services bought 3 State Street US Sector Rotation ETF shares in Q3 2026, an estimated $197.
  • State Street US Sector Rotation ETF made up 0.07% of Private Client Services's portfolio in Q3 2026, its #189 holding.
  • Private Client Services first reported a position in State Street US Sector Rotation ETF in Q1 2024 and has held it in 11 quarters since.
  • Private Client Services's State Street US Sector Rotation ETF position peaked at $358K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.