Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
PTC
Private Trust Company’s
State Street US Sector Rotation ETF
XLSR
Stock Holding History
Private Trust Company’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
$111K
Buy
1,923
+27
+1%
+$1.65K
0.01%
993
2025
Q4
$118K
Sell
1,896
-46
-2%
-$2.82K
0.01%
964
2025
Q3
$116K
Buy
1,942
+369
+23%
+$21K
0.01%
965
2025
Q2
$86.4K
Buy
1,573
+574
+57%
+$29.3K
0.01%
1006
2025
Q1
$50.7K
Buy
999
+799
+400%
+$42.8K
0.01%
1186
2024
Q4
$10.7K
Hold
200
–
–
﹤0.01%
1731
2024
Q3
$10.4K
Hold
200
–
–
﹤0.01%
1710
2024
Q2
$10.2K
Buy
+200
New
+$9.87K
﹤0.01%
1677
Other funds holding XLSR
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Envestnet Portfolio Solutions
Chicago, Illinois
$18.1B AUM
15%
1-Year Est. Return
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
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
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close