Truist Financial
XLSR icon

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

Truist 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 		$375K Sell
5,788
-3,208
-36% -$204K ﹤0.01% 2401
2026
Q1 		$519K Buy
8,996
+1,714
+24% +$104K ﹤0.01% 2067
2025
Q4 		$454K Buy
7,282
+417
+6% +$25.6K ﹤0.01% 2101
2025
Q3 		$409K Sell
6,865
-121
-2% -$6.9K ﹤0.01% 2142
2025
Q2 		$384K Buy
6,986
+515
+8% +$26.3K ﹤0.01% 2085
2025
Q1 		$329K Buy
6,471
+112
+2% +$6K ﹤0.01% 2095
2024
Q4 		$340K Sell
6,359
-309
-5% -$16.5K ﹤0.01% 2090
2024
Q3 		$346K Buy
6,668
+178
+3% +$8.99K ﹤0.01% 2051
2024
Q2 		$330K Sell
6,490
-895
-12% -$44.2K ﹤0.01% 2244
2024
Q1 		$368K Buy
7,385
+4
+0.1% +$190 ﹤0.01% 2180
2023
Q4 		$338K Hold
7,381
– – ﹤0.01% 2233
2023
Q3 		$305K Sell
7,381
-92
-1% -$3.97K ﹤0.01% 2233
2023
Q2 		$324K Buy
7,473
+10
+0.1% +$409 ﹤0.01% 2205
2023
Q1 		$300K Buy
+7,463
New +$297K ﹤0.01% 2252

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

Truist Financial's XLSR Position: Q2 2026 in Review

Truist Financial reduced its State Street US Sector Rotation ETF (XLSR) stake by 36% in Q2 2026, selling an estimated $204K and leaving 5,788 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #2401.

Truist Financial first reported a position in XLSR in Q1 2023 and has held it in 14 quarters since. The position peaked at $519K in Q1 2026. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • Truist Financial held 5,788 shares of State Street US Sector Rotation ETF worth $375K as of Q2 2026.
  • Truist Financial sold 3,208 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $204K.
  • State Street US Sector Rotation ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2401 holding.
  • Truist Financial first reported a position in State Street US Sector Rotation ETF in Q1 2023 and has held it in 14 quarters since.
  • Truist Financial's State Street US Sector Rotation ETF position peaked at $519K in Q1 2026.
  • 141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.