Stifel Financial
XLSR icon

Stifel Financial’s State Street US Sector Rotation ETF XLSR Stock Holding History

Stifel Financial’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 		$758K Buy
11,693
+329
+3% +$20.9K ﹤0.01% 2722
2026
Q1 		$656K Sell
11,364
-67
-0.6% -$4.08K ﹤0.01% 2699
2025
Q4 		$712K Buy
11,431
+625
+6% +$38.3K ﹤0.01% 2659
2025
Q3 		$644K Sell
10,806
-126
-1% -$7.19K ﹤0.01% 2661
2025
Q2 		$600K Buy
10,932
+551
+5% +$28.1K ﹤0.01% 2660
2025
Q1 		$527K Buy
10,381
+340
+3% +$18.2K ﹤0.01% 2650
2024
Q4 		$537K Sell
10,041
-346
-3% -$18.5K ﹤0.01% 2631
2024
Q3 		$538K Buy
10,387
+1,330
+15% +$67.2K ﹤0.01% 2634
2024
Q2 		$461K Sell
9,057
-69
-0.8% -$3.4K ﹤0.01% 2677
2024
Q1 		$455K Buy
+9,126
New +$434K ﹤0.01% 2671

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

Stifel Financial's XLSR Position: Q2 2026 in Review

Stifel Financial increased its State Street US Sector Rotation ETF (XLSR) stake by 2.9% in Q2 2026, buying an estimated $20.9K and bringing the position to 11,693 shares worth $758K. The position accounts for ﹤0.01% of the portfolio, ranked #2722.

Stifel Financial first reported a position in XLSR in Q1 2024 and has held it in 10 quarters since. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • Stifel Financial held 11,693 shares of State Street US Sector Rotation ETF worth $758K as of Q2 2026.
  • Stifel Financial bought 329 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $20.9K.
  • State Street US Sector Rotation ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2722 holding.
  • Stifel Financial first reported a position in State Street US Sector Rotation ETF in Q1 2024 and has held it in 10 quarters since.
  • 141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.