Zullo Investment Group’s State Street US Sector Rotation ETF XLSR Stock Holding History

Zullo Investment 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	$895K	Sell	13,806 -30	-0.2%	-$1.91K	0.31%	63
2026 Q1	$799K	Buy	+13,836	New	+$843K	0.3%	70
2023 Q1	–	Sell	-801	Closed	-$31.2K	–	727
2022 Q4	$31.2K	Hold	801	–	–	0.02%	329
2022 Q3	$29K	Buy	801 +129	+19%	+$5.14K	0.02%	340
2022 Q2	$26K	Buy	672 +10	+2%	+$414	0.02%	369
2022 Q1	$30K	Buy	662 +52	+9%	+$2.32K	0.02%	367
2021 Q4	$29K	Buy	+610	New	+$28.4K	0.01%	375

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

Zullo Investment Group's XLSR Position: Q2 2026 in Review

Zullo Investment Group reduced its State Street US Sector Rotation ETF (XLSR) stake by 0.22% in Q2 2026, selling an estimated $1.91K and leaving 13,806 shares worth $895K. The position accounts for 0.31% of the portfolio, ranked #63.

Zullo Investment Group first reported a position in XLSR in Q4 2021 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

Zullo Investment Group held 13,806 shares of State Street US Sector Rotation ETF worth $895K as of Q2 2026.
Zullo Investment Group sold 30 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $1.91K.
State Street US Sector Rotation ETF made up 0.31% of Zullo Investment Group's portfolio in Q2 2026, its #63 holding.
Zullo Investment Group first reported a position in State Street US Sector Rotation ETF in Q4 2021 and has held it in 7 quarters since.
141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.