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

UBS Group’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	$101K	Buy	+1,559	New	+$99.2K	﹤0.01%	7186
2025 Q2	–	Sell	-94	Closed	-$4.77K	–	10900
2025 Q1	$4.77K	Buy	+94	New	+$5.04K	﹤0.01%	9066
2024 Q1	–	Sell	-1,260	Closed	-$57.7K	–	10110
2023 Q4	$57.7K	Buy	1,260 +307	+32%	+$13.2K	﹤0.01%	6464
2023 Q3	$39.3K	Sell	953 -267	-22%	-$11.5K	﹤0.01%	6445
2023 Q2	$52.9K	Sell	1,220 -1,076	-47%	-$44K	﹤0.01%	6441
2023 Q1	$92.2K	Buy	+2,296	New	+$91.4K	﹤0.01%	5968
2022 Q4	–	Sell	-351	Closed	-$13K	–	11205
2022 Q3	$13K	Buy	+351	New	+$14K	﹤0.01%	8075
2022 Q2	–	Sell	-4	Closed	–	–	11020
2022 Q1	$0	Sell	4 -39	-91%	-$1.74K	﹤0.01%	10982
2021 Q4	$2K	Buy	+43	New	+$2K	﹤0.01%	9839
2021 Q3	–	Sell	-748	Closed	-$33K	–	10150
2021 Q2	$33K	Buy	+748	New	+$32.5K	﹤0.01%	6835

Other funds holding XLSR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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

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

UBS Group's XLSR Position: Q2 2026 in Review

UBS Group opened a new position in State Street US Sector Rotation ETF (XLSR) in Q2 2026: 1,559 shares worth $101K. The stake represents ﹤0.01% of the portfolio and ranks #7186 among its holdings. This is a return to the name: UBS Group previously reported a position in XLSR as recently as Q1 2025.

UBS Group first reported a position in XLSR in Q2 2021 and has held it in 10 quarters since. 142 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

UBS Group held 1,559 shares of State Street US Sector Rotation ETF worth $101K as of Q2 2026.
State Street US Sector Rotation ETF was a new UBS Group position in Q2 2026.
State Street US Sector Rotation ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7186 holding.
UBS Group first reported a position in State Street US Sector Rotation ETF in Q2 2021 and has held it in 10 quarters since.
142 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.