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 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

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

VisionPoint Advisory Group's XLSR Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its State Street US Sector Rotation ETF (XLSR) stake by 9.5% in Q2 2026, selling an estimated $31.6K and leaving 4,708 shares worth $305K. The position accounts for 0.05% of the portfolio, ranked #351.

VisionPoint Advisory Group first reported a position in XLSR in Q2 2023 and has held it in 13 quarters since. The position peaked at $319K in Q4 2025. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

VisionPoint Advisory Group held 4,708 shares of State Street US Sector Rotation ETF worth $305K as of Q2 2026.
VisionPoint Advisory Group sold 497 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $31.6K.
State Street US Sector Rotation ETF made up 0.05% of VisionPoint Advisory Group's portfolio in Q2 2026, its #351 holding.
VisionPoint Advisory Group first reported a position in State Street US Sector Rotation ETF in Q2 2023 and has held it in 13 quarters since.
VisionPoint Advisory Group's State Street US Sector Rotation ETF position peaked at $319K in Q4 2025.
141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.