Spectrum Planning & Advisory Services’s State Street US Sector Rotation ETF XLSR Stock Holding History

Spectrum Planning & Advisory 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	$1.31M	Buy	20,263 +4,639	+30%	+$295K	0.59%	38
2026 Q1	$902K	Buy	15,624 +4	+0%	+$244	0.45%	41
2025 Q4	$973K	Sell	15,620 -201	-1%	-$12.3K	0.5%	37
2025 Q3	$943K	Sell	15,821 -117	-0.7%	-$6.67K	0.53%	38
2025 Q2	$875K	Buy	15,938 +348	+2%	+$17.8K	0.57%	37
2025 Q1	$792K	Buy	15,590 +12	+0.1%	+$643	0.66%	31
2024 Q4	$832K	Sell	15,578 -551	-3%	-$29.5K	0.72%	24
2024 Q3	$836K	Buy	16,129 +1,717	+12%	+$86.7K	0.8%	22
2024 Q2	$733K	Buy	+14,412	New	+$711K	0.71%	26
2023 Q4	$507K	Buy	11,079 +2,884	+35%	+$124K	0.72%	28
2023 Q3	$338K	Hold	8,195	–	–	0.53%	28
2023 Q2	$355K	Buy	+8,195	New	+$335K	0.53%	25

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

Spectrum Planning & Advisory Services's XLSR Position: Q2 2026 in Review

Spectrum Planning & Advisory Services increased its State Street US Sector Rotation ETF (XLSR) stake by 30% in Q2 2026, buying an estimated $295K and bringing the position to 20,263 shares worth $1.31M. The position accounts for 0.59% of the portfolio, ranked #38.

Spectrum Planning & Advisory Services first reported a position in XLSR in Q2 2023 and has held it in 12 quarters since. 142 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

Spectrum Planning & Advisory Services held 20,263 shares of State Street US Sector Rotation ETF worth $1.31M as of Q2 2026.
Spectrum Planning & Advisory Services bought 4,639 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $295K.
State Street US Sector Rotation ETF made up 0.59% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #38 holding.
Spectrum Planning & Advisory Services first reported a position in State Street US Sector Rotation ETF in Q2 2023 and has held it in 12 quarters since.
142 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.