Sharkey, Howes & Javer’s State Street US Sector Rotation ETF XLSR Stock Holding History

Sharkey, Howes & Javer’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	$2.26M	Sell	34,790 -38,959	-53%	-$2.48M	0.27%	53
2026 Q1	$4.26M	Sell	73,749 -23,422	-24%	-$1.43M	0.57%	30
2025 Q4	$6.05M	Sell	97,171 -37,281	-28%	-$2.29M	0.77%	26
2025 Q3	$8.01M	Sell	134,452 -31,633	-19%	-$1.8M	1.03%	24
2025 Q2	$9.12M	Buy	166,085 +5,071	+3%	+$259K	1.22%	22
2025 Q1	$8.17M	Buy	161,014 +2,700	+2%	+$145K	1.17%	21
2024 Q4	$8.46M	Buy	158,314 +15,536	+11%	+$832K	1.19%	19
2024 Q3	$7.4M	Buy	+142,778	New	+$7.21M	1.05%	21

Other funds holding XLSR

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return