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

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

Sharkey, Howes & Javer's XLSR Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its State Street US Sector Rotation ETF (XLSR) stake by 53% in Q2 2026, selling an estimated $2.48M and leaving 34,790 shares worth $2.26M. The position accounts for 0.27% of the portfolio, ranked #53.

Sharkey, Howes & Javer first reported a position in XLSR in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.12M in Q2 2025. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

Sharkey, Howes & Javer held 34,790 shares of State Street US Sector Rotation ETF worth $2.26M as of Q2 2026.
Sharkey, Howes & Javer sold 38,959 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $2.48M.
State Street US Sector Rotation ETF made up 0.27% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #53 holding.
Sharkey, Howes & Javer first reported a position in State Street US Sector Rotation ETF in Q3 2024 and has held it in 8 quarters since.
Sharkey, Howes & Javer's State Street US Sector Rotation ETF position peaked at $9.12M in Q2 2025.
141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.