Quest 10 Wealth Builders’s State Street US Sector Rotation ETF XLSR Stock Holding History

Quest 10 Wealth Builders’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	$85.2K	Buy	1,313 +360	+38%	+$22.9K	0.07%	154
2026 Q1	$55K	Buy	953 +3	+0.3%	+$183	0.05%	193
2025 Q4	$59.2K	Buy	950 +469	+98%	+$28.8K	0.05%	170
2025 Q3	$28.7K	Buy	481 +108	+29%	+$6.16K	0.03%	228
2025 Q2	$20.5K	Hold	373	–	–	0.02%	295
2025 Q1	$18.9K	Buy	373 +18	+5%	+$964	0.02%	279
2024 Q4	$19K	Buy	+355	New	+$19K	0.02%	308

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

Quest 10 Wealth Builders's XLSR Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its State Street US Sector Rotation ETF (XLSR) stake by 38% in Q2 2026, buying an estimated $22.9K and bringing the position to 1,313 shares worth $85.2K. The position accounts for 0.07% of the portfolio, ranked #154.

Quest 10 Wealth Builders first reported a position in XLSR in Q4 2024 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

Quest 10 Wealth Builders held 1,313 shares of State Street US Sector Rotation ETF worth $85.2K as of Q2 2026.
Quest 10 Wealth Builders bought 360 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $22.9K.
State Street US Sector Rotation ETF made up 0.07% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #154 holding.
Quest 10 Wealth Builders first reported a position in State Street US Sector Rotation ETF in Q4 2024 and has held it in 7 quarters since.
141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.