SA
XLSR icon

Sanctuary Advisors’s State Street US Sector Rotation ETF XLSR Stock Holding History

Sanctuary Advisors’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 		$5.45M Sell
94,324
-5,467
-5% -$333K 0.03% 540
2025
Q4 		$6.22M Sell
99,791
-15,957
-14% -$979K 0.03% 491
2025
Q3 		$6.9M Buy
115,748
+1,626
+1% +$92.7K 0.04% 435
2025
Q2 		$6.27M Buy
114,122
+1,710
+2% +$87.3K 0.04% 437
2025
Q1 		$5.71M Sell
112,412
-2,768
-2% -$148K 0.04% 436
2024
Q4 		$6.37M Buy
115,180
+1,564
+1% +$83.7K 0.04% 435
2024
Q3 		$6.18M Buy
113,616
+18,739
+20% +$946K 0.04% 433
2024
Q2 		$4.57M Buy
+94,877
New +$4.68M 0.03% 487

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Envestnet Asset Management
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
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
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