Richardson Financial Services’s State Street US Sector Rotation ETF XLSR Stock Holding History

Richardson Financial 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	$111K	Hold	1,707	–	–	0.06%	224
2026 Q1	$98.6K	Sell	1,707 -17	-1%	-$1.04K	0.06%	228
2025 Q4	$459K	Hold	1,724	–	–	0.15%	87
2025 Q3	$103K	Sell	1,724 -385	-18%	-$22K	0.06%	208
2025 Q2	$116K	Hold	2,109	–	–	0.08%	193
2025 Q1	$107K	Hold	2,109	–	–	0.08%	182
2024 Q4	$113K	Sell	2,109 -2,134	-50%	-$114K	0.08%	183
2024 Q3	$218K	Buy	4,243 +2,109	+99%	+$107K	0.14%	141
2024 Q2	$109K	Sell	2,134 -7	-0.3%	-$345	0.08%	185
2024 Q1	$107K	Buy	+2,141	New	+$102K	0.08%	191

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

Richardson Financial Services's XLSR Position: Q2 2026 in Review

Richardson Financial Services held its State Street US Sector Rotation ETF (XLSR) position steady in Q2 2026 at 1,707 shares worth $111K. The position accounts for 0.06% of the portfolio, ranked #224.

Richardson Financial Services first reported a position in XLSR in Q1 2024 and has held it in 10 quarters since. The position peaked at $459K in Q4 2025. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

Richardson Financial Services held 1,707 shares of State Street US Sector Rotation ETF worth $111K as of Q2 2026.
Richardson Financial Services left its State Street US Sector Rotation ETF share count unchanged in Q2 2026.
State Street US Sector Rotation ETF made up 0.06% of Richardson Financial Services's portfolio in Q2 2026, its #224 holding.
Richardson Financial Services first reported a position in State Street US Sector Rotation ETF in Q1 2024 and has held it in 10 quarters since.
Richardson Financial Services's State Street US Sector Rotation ETF position peaked at $459K in Q4 2025.
141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.