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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 – 4483
2025
Q3 		$64.5K Buy
+1,082
New +$61.7K ﹤0.01% 2479

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $302M AUM 16.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Steward Partners Investment Advisory's XLSR Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of State Street US Sector Rotation ETF (XLSR) in Q4 2025, closing a stake of 1,082 shares — an estimated $64.5K sold.

Steward Partners Investment Advisory first reported a position in XLSR in Q3 2025 and held it in 1 quarter. The position peaked at $64.5K in Q3 2025. 133 funds tracked by Wall St. Rank hold XLSR as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining State Street US Sector Rotation ETF position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,082 State Street US Sector Rotation ETF shares in Q4 2025, an estimated $64.5K.
  • Steward Partners Investment Advisory first reported a position in State Street US Sector Rotation ETF in Q3 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's State Street US Sector Rotation ETF position peaked at $64.5K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.