SPAS
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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

APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
LFG
Lockerman Financial Group Newport Beach, California $65.4M AUM 19.35% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 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. 22 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.
  • 22 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.