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Stone House Investment Management’s State Street US Sector Rotation ETF XLSR Stock Holding History

Stone House Investment Management’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
Q1 		$57.5K Buy
995
+44
+5% +$2.68K 0.01% 163
2025
Q4 		$59.2K Sell
951
-8
-0.8% -$491 0.01% 154
2025
Q3 		$57.1K Buy
+959
New +$54.7K 0.01% 147

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Stone House Investment Management's XLSR Position: Q1 2026 in Review

Stone House Investment Management increased its State Street US Sector Rotation ETF (XLSR) stake by 4.6% in Q1 2026, buying an estimated $2.68K and bringing the position to 995 shares worth $57.5K. The position accounts for 0.01% of the portfolio, ranked #163.

Stone House Investment Management first reported a position in XLSR in Q3 2025 and has held it in 3 quarters since. The position peaked at $59.2K in Q4 2025. 132 funds tracked by Wall St. Rank hold XLSR as of Q1 2026.

  • Stone House Investment Management held 995 shares of State Street US Sector Rotation ETF worth $57.5K as of Q1 2026.
  • Stone House Investment Management bought 44 State Street US Sector Rotation ETF shares in Q1 2026, an estimated $2.68K.
  • State Street US Sector Rotation ETF made up 0.01% of Stone House Investment Management's portfolio in Q1 2026, its #163 holding.
  • Stone House Investment Management first reported a position in State Street US Sector Rotation ETF in Q3 2025 and has held it in 3 quarters since.
  • Stone House Investment Management's State Street US Sector Rotation ETF position peaked at $59.2K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.