SMART Wealth’s State Street US Sector Rotation ETF XLSR Stock Holding History

SMART Wealth’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	$7.09M	Buy	+109,367	New	+$6.96M	1.53%	10

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

SMART Wealth's XLSR Position: Q2 2026 in Review

SMART Wealth opened a new position in State Street US Sector Rotation ETF (XLSR) in Q2 2026: 109,367 shares worth $7.09M. The stake represents 1.53% of the portfolio and ranks #10 among its holdings.

141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

SMART Wealth held 109,367 shares of State Street US Sector Rotation ETF worth $7.09M as of Q2 2026.
State Street US Sector Rotation ETF was a new SMART Wealth position in Q2 2026.
State Street US Sector Rotation ETF made up 1.53% of SMART Wealth's portfolio in Q2 2026, its #10 holding.
141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.