SIG
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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
Q3 		$959K Buy
14,445
+784
+6% +$51.4K 0.15% 59
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

SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $129M AUM
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Spinnaker Investment Group's XLSR Position: Q3 2026 in Review

Spinnaker Investment Group increased its State Street US Sector Rotation ETF (XLSR) stake by 5.7% in Q3 2026, buying an estimated $51.4K and bringing the position to 14,445 shares worth $959K. The position accounts for 0.15% of the portfolio, ranked #59.

Spinnaker Investment Group first reported a position in XLSR in Q3 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold XLSR as of Q3 2026.

  • Spinnaker Investment Group held 14,445 shares of State Street US Sector Rotation ETF worth $959K as of Q3 2026.
  • Spinnaker Investment Group bought 784 State Street US Sector Rotation ETF shares in Q3 2026, an estimated $51.4K.
  • State Street US Sector Rotation ETF made up 0.15% of Spinnaker Investment Group's portfolio in Q3 2026, its #59 holding.
  • Spinnaker Investment Group first reported a position in State Street US Sector Rotation ETF in Q3 2025 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2026.

Based on Spinnaker Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.