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Richard W. Paul & Associates’s State Street US Sector Rotation ETF XLSR Stock Holding History

Richard W. Paul & Associates’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 		$654K Sell
10,083
-370
-4% -$23.5K 0.2% 111
2026
Q1 		$604K Buy
10,453
+396
+4% +$24.1K 0.2% 112
2025
Q4 		$627K Sell
10,057
-1,740
-15% -$107K 0.21% 109
2025
Q3 		$703K Sell
11,797
-205
-2% -$11.7K 0.24% 97
2025
Q2 		$659K Sell
12,002
-735
-6% -$37.5K 0.24% 97
2025
Q1 		$647K Buy
12,737
+288
+2% +$15.4K 0.25% 97
2024
Q4 		$665K Sell
12,449
-1,481
-11% -$79.3K 0.24% 105
2024
Q3 		$722K Sell
13,930
-614
-4% -$31K 0.26% 105
2024
Q2 		$740K Sell
14,544
-346
-2% -$17.1K 0.29% 97
2024
Q1 		$742K Sell
14,890
-1,908
-11% -$90.8K 0.3% 93
2023
Q4 		$769K Sell
16,798
-1,284
-7% -$55K 0.32% 80
2023
Q3 		$746K Sell
18,082
-4,150
-19% -$179K 0.34% 80
2023
Q2 		$964K Sell
22,232
-1,807
-8% -$73.9K 0.42% 68
2023
Q1 		$965K Sell
24,039
-341
-1% -$13.6K 0.44% 63
2022
Q4 		$949K Buy
+24,380
New +$948K 0.48% 60

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
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
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
NA
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

Richard W. Paul & Associates's XLSR Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its State Street US Sector Rotation ETF (XLSR) stake by 3.5% in Q2 2026, selling an estimated $23.5K and leaving 10,083 shares worth $654K. The position accounts for 0.2% of the portfolio, ranked #111.

Richard W. Paul & Associates first reported a position in XLSR in Q4 2022 and has held it in 15 quarters since. The position peaked at $965K in Q1 2023. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • Richard W. Paul & Associates held 10,083 shares of State Street US Sector Rotation ETF worth $654K as of Q2 2026.
  • Richard W. Paul & Associates sold 370 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $23.5K.
  • State Street US Sector Rotation ETF made up 0.2% of Richard W. Paul & Associates's portfolio in Q2 2026, its #111 holding.
  • Richard W. Paul & Associates first reported a position in State Street US Sector Rotation ETF in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's State Street US Sector Rotation ETF position peaked at $965K in Q1 2023.
  • 141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.