UBS Group
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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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 $338M AUM 10.41% 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 $27.7B AUM 22.98% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $265M AUM 13.4% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

UBS Group's XLSR Position: Q2 2025 in Review

UBS Group sold out of State Street US Sector Rotation ETF (XLSR) in Q2 2025, closing a stake of 94 shares — an estimated $4.77K sold.

UBS Group first reported a position in XLSR in Q2 2021 and held it in 9 quarters. The position peaked at $92.2K in Q1 2023. 112 funds tracked by Wall St. Rank hold XLSR as of Q2 2025.

  • UBS Group reported no remaining State Street US Sector Rotation ETF position as of Q2 2025 after selling out during the quarter.
  • UBS Group sold 94 State Street US Sector Rotation ETF shares in Q2 2025, an estimated $4.77K.
  • UBS Group first reported a position in State Street US Sector Rotation ETF in Q2 2021 and held it in 9 quarters.
  • UBS Group's State Street US Sector Rotation ETF position peaked at $92.2K in Q1 2023.
  • 112 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.