WWM
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Western Wealth Management’s State Street US Sector Rotation ETF XLSR Stock Holding History

Western Wealth Management’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 		$260K Sell
4,001
-2,646
-40% -$168K 0.01% 875
2026
Q1 		$384K Buy
+6,647
New +$405K 0.01% 712

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
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
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
NA
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

Western Wealth Management's XLSR Position: Q2 2026 in Review

Western Wealth Management reduced its State Street US Sector Rotation ETF (XLSR) stake by 40% in Q2 2026, selling an estimated $168K and leaving 4,001 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #875.

Western Wealth Management first reported a position in XLSR in Q1 2026 and has held it in 2 quarters since. The position peaked at $384K in Q1 2026. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • Western Wealth Management held 4,001 shares of State Street US Sector Rotation ETF worth $260K as of Q2 2026.
  • Western Wealth Management sold 2,646 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $168K.
  • State Street US Sector Rotation ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #875 holding.
  • Western Wealth Management first reported a position in State Street US Sector Rotation ETF in Q1 2026 and has held it in 2 quarters since.
  • Western Wealth Management's State Street US Sector Rotation ETF position peaked at $384K in Q1 2026.
  • 141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.