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

VisionPoint Advisory 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 Q3	$252K	Sell	3,795 -913	-19%	-$59.9K	0.04%	388
2026 Q2	$305K	Sell	4,708 -497	-10%	-$31.6K	0.05%	351
2026 Q1	$301K	Buy	5,205 +81	+2%	+$4.94K	0.06%	336
2025 Q4	$319K	Sell	5,124 -147	-3%	-$9.02K	0.06%	293
2025 Q3	$314K	Sell	5,271 -177	-3%	-$10.1K	0.06%	287
2025 Q2	$299K	Sell	5,448 -70	-1%	-$3.58K	0.07%	272
2025 Q1	$280K	Sell	5,518 -120	-2%	-$6.43K	0.1%	172
2024 Q4	$300K	Sell	5,638 -137	-2%	-$7.33K	0.1%	142
2024 Q3	$299K	Sell	5,775 -291	-5%	-$14.7K	0.1%	145
2024 Q2	$309K	Buy	6,066 +163	+3%	+$8.04K	0.11%	136
2024 Q1	$294K	Buy	5,903 +745	+14%	+$35.5K	0.11%	147
2023 Q4	$236K	Buy	5,158 +2,039	+65%	+$87.4K	0.09%	146
2023 Q3	$129K	Buy	3,119 +1,888	+153%	+$81.5K	0.06%	169
2023 Q2	$53.4K	Buy	+1,231	New	+$50.3K	0.02%	208

Other funds holding XLSR

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.75% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

VisionPoint Advisory Group's XLSR Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its State Street US Sector Rotation ETF (XLSR) stake by 19% in Q3 2026, selling an estimated $59.9K and leaving 3,795 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #388.

VisionPoint Advisory Group first reported a position in XLSR in Q2 2023 and has held it in 14 quarters since. The position peaked at $319K in Q4 2025. 15 funds tracked by Wall St. Rank hold XLSR as of Q3 2026.

VisionPoint Advisory Group held 3,795 shares of State Street US Sector Rotation ETF worth $252K as of Q3 2026.
VisionPoint Advisory Group sold 913 State Street US Sector Rotation ETF shares in Q3 2026, an estimated $59.9K.
State Street US Sector Rotation ETF made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #388 holding.
VisionPoint Advisory Group first reported a position in State Street US Sector Rotation ETF in Q2 2023 and has held it in 14 quarters since.
VisionPoint Advisory Group's State Street US Sector Rotation ETF position peaked at $319K in Q4 2025.
15 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.