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

VestGen Advisors’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	$762K	Sell	11,741 -383	-3%	-$24.4K	0.02%	528
2026 Q1	$787K	Buy	12,124 +1,425	+13%	+$86.9K	0.02%	521
2025 Q4	$667K	Sell	10,699 -5,289	-33%	-$324K	0.03%	429
2025 Q3	$953K	Buy	15,988 +606	+4%	+$34.6K	0.03%	375
2025 Q2	$858K	Buy	15,382 +4,457	+41%	+$228K	0.03%	349
2025 Q1	$555K	Buy	+10,925	New	+$585K	0.03%	372

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

VestGen Advisors's XLSR Position: Q2 2026 in Review

VestGen Advisors reduced its State Street US Sector Rotation ETF (XLSR) stake by 3.2% in Q2 2026, selling an estimated $24.4K and leaving 11,741 shares worth $762K. The position accounts for 0.02% of the portfolio, ranked #528.

VestGen Advisors first reported a position in XLSR in Q1 2025 and has held it in 6 quarters since. The position peaked at $953K in Q3 2025. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

VestGen Advisors held 11,741 shares of State Street US Sector Rotation ETF worth $762K as of Q2 2026.
VestGen Advisors sold 383 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $24.4K.
State Street US Sector Rotation ETF made up 0.02% of VestGen Advisors's portfolio in Q2 2026, its #528 holding.
VestGen Advisors first reported a position in State Street US Sector Rotation ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's State Street US Sector Rotation ETF position peaked at $953K in Q3 2025.
141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.