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Spinnaker Investment Group’s State Street US Sector Rotation ETF XLSR Stock Holding History

Spinnaker Investment Group’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 		$886K Buy
+13,661
New +$869K 0.14% 62
2026
Q1 		– Sell
-13,373
Closed -$833K – 180
2025
Q4 		$833K Buy
13,373
+1,223
+10% +$75K 0.15% 52
2025
Q3 		$724K Buy
+12,150
New +$693K 0.14% 57

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
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
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
NA
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

Spinnaker Investment Group's XLSR Position: Q2 2026 in Review

Spinnaker Investment Group opened a new position in State Street US Sector Rotation ETF (XLSR) in Q2 2026: 13,661 shares worth $886K. The stake represents 0.14% of the portfolio and ranks #62 among its holdings. This is a return to the name: Spinnaker Investment Group previously reported a position in XLSR as recently as Q4 2025.

Spinnaker Investment Group first reported a position in XLSR in Q3 2025 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • Spinnaker Investment Group held 13,661 shares of State Street US Sector Rotation ETF worth $886K as of Q2 2026.
  • State Street US Sector Rotation ETF was a new Spinnaker Investment Group position in Q2 2026.
  • State Street US Sector Rotation ETF made up 0.14% of Spinnaker Investment Group's portfolio in Q2 2026, its #62 holding.
  • Spinnaker Investment Group first reported a position in State Street US Sector Rotation ETF in Q3 2025 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.