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SPDR SSGA US Sector Rotation ETF (XLSR) Institutional Ownership

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$49.93
+0.11 (+0.22%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for SPDR SSGA US Sector Rotation ETF (NYSEARCA:XLSR)

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$122.78M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$16.07M
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XLSR Institutional Buying and Selling by Quarter

SPDR SSGA US Sector Rotation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 Global Financial Private Client LLC47,308$2.35M1.0%+15.1%0.456%
5/14/2024 Axxcess Wealth Management LLC112,385$5.60M0.2%+10.0%1.084%
5/14/2024 CreativeOne Wealth LLC60,914$3.04M0.1%-1.2%0.587%
5/6/2024 Envestnet Portfolio Solutions Inc.991,960$49.46M0.2%+24.8%9.566%
5/4/2024 Richardson Financial Services Inc.2,141$107K0.1%N/A0.021%
5/3/2024 Absolute Capital Management LLC8,793$438K0.3%-10.3%0.085%
5/1/2024 Janney Montgomery Scott LLC5,125$256K0.0%N/A0.049%
5/1/2024 Worth Financial Advisory Group LLC41,492$2.07M1.4%+45.7%0.400%
4/30/2024 Private Advisor Group LLC119,459$5.96M0.0%+4.7%1.152%
4/25/2024 Triumph Capital Management8,563$426K0.2%+6.0%0.085%
4/25/2024 Cambridge Investment Research Advisors Inc.33,796$1.69M0.0%-5.7%0.336%
4/23/2024 TAP Consulting LLC100,447$5.01M1.1%+0.4%0.998%
4/22/2024 Outlook Wealth Advisors LLC40,435$2.02M0.6%-2.7%0.402%
4/18/2024 Silverlake Wealth Management LLC11,530$575K0.3%-5.2%0.115%
4/18/2024 Iams Wealth Management LLC8,600$415K0.3%N/A0.085%
4/16/2024 Capital Asset Advisory Services LLC12,198$602K0.0%+140.2%0.121%
4/16/2024 Mosley Wealth Management104,923$5.23M4.9%+16.6%1.043%
4/12/2024 Austin Private Wealth LLC52,173$2.58M0.3%+25.9%0.734%
4/11/2024 Capital CS Group LLC7,449$371K0.4%N/A0.105%
4/10/2024 Park Avenue Securities LLC381,687$19.03M0.2%+4.8%5.368%
2/21/2024 Raleigh Capital Management Inc.89,611$4.10M1.9%+4.0%1.260%
2/16/2024Harbour Investments Inc.126,335$5.78M0.2%-3.7%1.777%
2/14/2024 Mosley Wealth Management89,957$4.12M4.1%N/A1.265%
2/13/2024 Lokken Investment Group LLC52,200$2.39M1.4%+3.5%0.734%
2/9/2024 Cambridge Investment Research Advisors Inc.35,836$1.64M0.0%-18.3%0.504%
2/9/2024 Balboa Wealth Partners24,111$1.10M0.4%-2.1%0.339%
2/9/2024 Frazier Financial Advisors LLC1,801$82K0.1%N/A0.025%
2/9/2024 CreativeOne Wealth LLC61,679$2.82M0.2%-1.9%0.867%
2/9/2024 Gladstone Institutional Advisory LLC8,515$390K0.0%+45.2%0.120%
2/8/2024 Foundations Investment Advisors LLC97,544$4.57M0.1%-0.5%1.372%
2/7/2024 Envestnet Portfolio Solutions Inc.795,142$36.38M0.2%+38.4%11.183%
2/7/2024 VisionPoint Advisory Group LLC5,158$236K0.1%+65.4%0.073%
2/6/2024 Private Advisor Group LLC114,148$5.22M0.0%+62.0%1.605%
2/6/2024 Axxcess Wealth Management LLC102,205$4.68M0.1%-1.4%1.437%
2/6/2024 Aveo Capital Partners LLC14,199$650K0.1%+6.5%0.200%
2/5/2024 Triumph Capital Management8,079$370K0.2%+65.1%0.114%
2/5/2024 Silver Oak Securities Incorporated12,451$570K0.1%+3.8%0.175%
2/2/2024 Absolute Capital Management LLC9,802$449K0.4%+31.3%0.138%
2/2/2024 TAP Consulting LLC100,002$4.58M1.1%+1,815.7%1.406%
2/2/2024 Atria Wealth Solutions Inc.31,276$1.43M0.0%+3.8%0.440%
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2/1/2024 Aspire Private Capital LLC278,403$12.74M3.8%-8.6%3.916%
1/30/2024 Lunt Capital Management Inc.4,879$223K0.1%N/A0.069%
1/29/2024 Outlook Wealth Advisors LLC41,553$1.90M0.7%-3.2%0.584%
1/23/2024 Richard W. Paul & Associates LLC16,798$769K0.3%-7.1%0.236%
1/19/2024 Worth Financial Advisory Group LLC28,486$1.30M1.0%+7.5%0.401%
1/19/2024 Hibernia Wealth Partners LLC214,986$9.84M7.4%N/A3.024%
1/19/2024 Patriot Financial Group Insurance Agency LLC10,328$473K0.1%-18.6%0.145%
1/18/2024 Lockerman Financial Group Inc.14,524$665K1.5%+26.7%0.204%
1/18/2024Spectrum Planning & Advisory Services Inc.11,079$507K0.7%+35.2%0.156%
1/9/2024 Capital Asset Advisory Services LLC5,079$232K0.0%-4.4%0.071%
12/8/2023 Raleigh Capital Management Inc.86,147$3.56M1.8%+9.4%1.212%
12/6/2023 VisionPoint Advisory Group LLC3,119$129K0.1%+153.4%0.044%
12/6/2023 Raleigh Capital Management Inc.86,147$3.56M1.9%+9.4%1.212%
12/5/2023 TAP Consulting LLC5,220$215K0.1%N/A0.073%
11/16/2023Harbour Investments Inc.131,132$5.41M0.3%+5.4%1.844%
11/15/2023 Axxcess Wealth Management LLC103,667$4.28M0.1%+5.7%1.458%
11/13/2023 LPL Financial LLC2,187,211$90.27M0.1%+10.0%30.762%
11/13/2023 Envestnet Asset Management Inc.993,638$41.01M0.0%-19.4%13.975%
11/13/2023 Envestnet Portfolio Solutions Inc.574,377$23.71M0.1%N/A8.078%
11/13/2023 Kestra Advisory Services LLC41,646$1.72M0.0%-26.5%0.586%
11/9/2023 Atomi Financial Group Inc.11,858$489K0.2%-9.1%0.167%
11/8/2023 HighTower Advisors LLC67,581$2.80M0.0%+7.9%0.951%
11/8/2023 Atria Wealth Solutions Inc.30,141$1.24M0.0%+29.5%0.424%
11/8/2023 Austin Private Wealth LLC41,344$1.71M0.2%+3.5%0.581%
11/4/2023 Aspire Private Capital LLC304,722$12.58M4.1%-7.5%4.286%
11/3/2023 Private Advisor Group LLC70,455$2.91M0.0%+68.5%0.991%
10/31/2023 Triumph Capital Management4,894$202K0.1%N/A0.069%
10/26/2023 Absolute Capital Management LLC7,465$308K0.3%+5.3%0.105%
10/26/2023 Park Avenue Securities LLC353,059$14.57M0.2%+6.8%4.966%
10/26/2023 Castleview Partners LLC6,736$278K0.3%-5.6%0.095%
10/24/2023 Cambridge Investment Research Advisors Inc.43,869$1.81M0.0%+3.3%0.617%
10/23/2023 Balboa Wealth Partners24,634$1.02M0.4%-2.6%0.346%
10/23/2023Commonwealth Equity Services LLC71,429$2.95M0.0%+304.7%1.005%
10/20/2023 Lockerman Financial Group Inc.11,464$473K1.3%+50.3%0.161%
10/19/2023 Patriot Financial Group Insurance Agency LLC12,687$524K0.1%-2.6%0.178%
10/17/2023 CreativeOne Wealth LLC62,894$2.60M0.2%+2.9%0.885%
10/13/2023 Worth Financial Advisory Group LLC26,499$1.09M1.0%+15.0%0.373%
10/12/2023 Richard W. Paul & Associates LLC18,082$746K0.3%-18.7%0.254%
10/11/2023 AE Wealth Management LLC330,674$13.65M0.1%+3.1%4.651%
10/10/2023 Silverlake Wealth Management LLC12,235$505K0.3%-7.7%0.172%
10/10/2023 Outlook Wealth Advisors LLC42,934$1.77M0.7%-4.6%0.604%
10/5/2023 Foundations Investment Advisors LLC98,053$4.05M0.1%+0.6%1.379%
10/5/2023 Capital CS Group LLC33,366$1.38M1.6%-10.7%0.469%
9/12/2023Farther Finance Advisors LLC3,153$137K0.0%+454.1%0.044%
8/23/2023 Rehmann Capital Advisory Group5,607$243K0.0%-34.0%0.079%
8/21/2023 VisionPoint Advisory Group LLC1,231$53K0.0%N/A0.017%
8/14/2023 Eqis Capital Management Inc.11,240$487K0.1%N/A0.158%
8/11/2023 Kestra Advisory Services LLC56,684$2.46M0.0%-0.8%0.797%
8/10/2023 Osaic Holdings Inc.111,956$4.85M0.0%+19.9%1.575%
8/10/2023 GeoWealth Management LLC220,684$9.57M1.0%+8.4%3.104%
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8/10/2023 Private Advisor Group LLC41,807$1.82M0.0%-2.6%0.588%
8/10/2023 Cetera Advisors LLC17,043$739K0.0%N/A0.240%
8/10/2023 Cetera Advisor Networks LLC7,912$343K0.0%+9.6%0.111%
8/10/2023 Cetera Investment Advisers33,914$1.47M0.0%+11.2%0.477%
8/9/2023 Lokken Investment Group LLC39,102$1.70M1.1%+5.2%0.550%
8/8/2023 Aveo Capital Partners LLC13,371$580K0.1%+5.9%0.188%
8/8/2023 Balboa Wealth Partners25,289$1.10M0.4%+18.9%0.356%
8/4/2023 Envestnet Asset Management Inc.1,232,424$53.44M0.0%+25.7%17.334%
8/3/2023 Atomi Financial Group Inc.13,042$565K0.3%+10.3%0.183%
8/3/2023 Atria Wealth Solutions Inc.23,282$1.01M0.0%-11.6%0.327%
(Data available from 1/1/2016 forward)

XLSR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLSR shares?

During the previous two years, 79 institutional investors and hedge funds held shares of SPDR SSGA US Sector Rotation ETF. The most heavily invested institutionals were LPL Financial LLC ($90.27M), Envestnet Portfolio Solutions Inc. ($49.46M), Envestnet Asset Management Inc. ($41.01M), Park Avenue Securities LLC ($19.03M), AE Wealth Management LLC ($13.65M), Capitol Family Office Inc. ($13.60M), and Aspire Private Capital LLC ($12.74M).Learn more on XLSR's institutional investors.

Which institutional investors have been buying SPDR SSGA US Sector Rotation ETF stock?

Of the 74 institutional investors that purchased SPDR SSGA US Sector Rotation ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Portfolio Solutions Inc. ($991.96K), LPL Financial LLC ($900.79K), Envestnet Asset Management Inc. ($743.37K), Capitol Family Office Inc. ($378.80K), Sawtooth Solutions LLC ($273.93K), Hibernia Wealth Partners LLC ($214.99K), and AE Wealth Management LLC ($206.21K).

How much institutional buying is happening at SPDR SSGA US Sector Rotation ETF?

Institutional investors have bought a total of 5,402,647 shares in the last 24 months. This purchase volume represents approximately $225.71M in transactions.

Which SPDR SSGA US Sector Rotation ETF major shareholders have been selling company stock?

Of the 34 institutional investors that sold SPDR SSGA US Sector Rotation ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($238.79K), Sawtooth Solutions LLC ($226.13K), LPL Financial LLC ($69.48K), Aspire Private Capital LLC ($64.33K), Sigma Planning Corp ($27.82K), Capital Asset Advisory Services LLC ($22.61K), and Cambridge Investment Research Advisors Inc. ($19.17K).

How much institutional selling is happening at SPDR SSGA US Sector Rotation ETF?

Institutional investors have sold a total of 782,557 shares in the last 24 months. This volume of shares sold represents approximately $31.14M in transactions.


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This page (NYSEARCA:XLSR) was last updated on 5/19/2024 by MarketBeat.com Staff

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