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Transce3nd’s State Street US Sector Rotation ETF XLSR Stock Holding History

Transce3nd’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
Q3 		– Sell
-3,786
Closed -$208K – 1170
2025
Q2 		$208K Buy
3,786
+302
+9% +$15.4K 0.09% 133
2025
Q1 		$177K Sell
3,484
-1,381
-28% -$74K 0.08% 154
2024
Q4 		$260K Buy
+4,865
New +$260K 0.09% 144

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 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Transce3nd's XLSR Position: Q3 2025 in Review

Transce3nd sold out of State Street US Sector Rotation ETF (XLSR) in Q3 2025, closing a stake of 3,786 shares — an estimated $208K sold.

Transce3nd first reported a position in XLSR in Q4 2024 and held it in 3 quarters. The position peaked at $260K in Q4 2024. 115 funds tracked by Wall St. Rank hold XLSR as of Q3 2025.

  • Transce3nd reported no remaining State Street US Sector Rotation ETF position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 3,786 State Street US Sector Rotation ETF shares in Q3 2025, an estimated $208K.
  • Transce3nd first reported a position in State Street US Sector Rotation ETF in Q4 2024 and held it in 3 quarters.
  • Transce3nd's State Street US Sector Rotation ETF position peaked at $260K in Q4 2024.
  • 115 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.