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Triumph Capital Management’s State Street US Sector Rotation ETF XLSR Stock Holding History

Triumph Capital 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
Q2 		$743K Sell
11,451
-369
-3% -$23.5K 0.13% 160
2026
Q1 		$682K Buy
11,820
+686
+6% +$41.8K 0.14% 145
2025
Q4 		$694K Sell
11,134
-163
-1% -$10K 0.15% 131
2025
Q3 		$673K Buy
11,297
+105
+0.9% +$5.99K 0.18% 129
2025
Q2 		$615K Buy
11,192
+25
+0.2% +$1.28K 0.18% 134
2025
Q1 		$567K Buy
11,167
+2,451
+28% +$131K 0.19% 141
2024
Q4 		$466K Sell
8,716
-1,853
-18% -$99.2K 0.16% 157
2024
Q3 		$548K Buy
10,569
+451
+4% +$22.8K 0.2% 130
2024
Q2 		$515K Buy
10,118
+1,555
+18% +$76.7K 0.2% 117
2024
Q1 		$426K Buy
8,563
+484
+6% +$23K 0.17% 129
2023
Q4 		$370K Buy
8,079
+3,185
+65% +$137K 0.16% 128
2023
Q3 		$202K Buy
+4,894
New +$211K 0.09% 207
2022
Q3 		– Sell
-30,000
Closed -$22K – 234
2022
Q2 		$22K Buy
+30,000
New +$1.24M 0.01% 193

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

Triumph Capital Management's XLSR Position: Q2 2026 in Review

Triumph Capital Management reduced its State Street US Sector Rotation ETF (XLSR) stake by 3.1% in Q2 2026, selling an estimated $23.5K and leaving 11,451 shares worth $743K. The position accounts for 0.13% of the portfolio, ranked #160.

Triumph Capital Management first reported a position in XLSR in Q2 2022 and has held it in 13 quarters since. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • Triumph Capital Management held 11,451 shares of State Street US Sector Rotation ETF worth $743K as of Q2 2026.
  • Triumph Capital Management sold 369 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $23.5K.
  • State Street US Sector Rotation ETF made up 0.13% of Triumph Capital Management's portfolio in Q2 2026, its #160 holding.
  • Triumph Capital Management first reported a position in State Street US Sector Rotation ETF in Q2 2022 and has held it in 13 quarters since.
  • 141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.