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

World Investment 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 		$1.38M Sell
21,228
-561
-3% -$35.7K 0.02% 603
2026
Q1 		$1.26M Buy
21,789
+832
+4% +$50.7K 0.02% 640
2025
Q4 		$1.31M Buy
+20,957
New +$1.29M 0.02% 598

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 22.9% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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 $2.27B AUM 16.1% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return

World Investment Advisors's XLSR Position: Q2 2026 in Review

World Investment Advisors reduced its State Street US Sector Rotation ETF (XLSR) stake by 2.6% in Q2 2026, selling an estimated $35.7K and leaving 21,228 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #603.

World Investment Advisors first reported a position in XLSR in Q4 2025 and has held it in 3 quarters since. 142 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

  • World Investment Advisors held 21,228 shares of State Street US Sector Rotation ETF worth $1.38M as of Q2 2026.
  • World Investment Advisors sold 561 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $35.7K.
  • State Street US Sector Rotation ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #603 holding.
  • World Investment Advisors first reported a position in State Street US Sector Rotation ETF in Q4 2025 and has held it in 3 quarters since.
  • 142 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.