SPIA
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Steward Partners Investment Advisory’s State Street US Sector Rotation ETF XLSR Stock Holding History

Steward Partners Investment Advisory’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
2025
Q4 		– Sell
-1,082
Closed -$64.5K – 4484
2025
Q3 		$64.5K Buy
+1,082
New +$61.7K ﹤0.01% 2479

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Envestnet Asset Management
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PAS
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HWP
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APW
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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $265M AUM 13.4% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return