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SPDR SSGA US Sector Rotation ETF (XLSR) Institutional Ownership

SPDR SSGA US Sector Rotation ETF logo
$54.97 -1.06 (-1.89%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$54.96 -0.02 (-0.03%)
As of 08/1/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
76
Total
Institutional Inflows
(last 12 months)
$169.24M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$31.09M
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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
8/1/2025Austin Private Wealth LLC304,084$16.70M1.3%+70.6%2.204%
8/1/2025Envestnet Asset Management Inc.1,639,645$90.05M0.0%+12.2%11.881%
7/29/2025 Balboa Wealth Partners29,710$1.63M0.3%-2.6%0.215%
7/29/2025 Stratos Wealth Partners LTD.14,487$796K0.0%N/A0.105%
7/29/2025 Kraft Davis & Associates LLC5,945$334K0.1%+17.6%0.043%
7/28/2025 Harbour Investments Inc.172,402$9.47M0.2%-0.2%1.250%
7/28/2025 Axxcess Wealth Management LLC95,282$5.23M0.1%-5.3%0.691%
7/25/2025 NorthRock Partners LLC6,864$377K0.0%-67.8%0.050%
7/25/2025 Envestnet Portfolio Solutions Inc.1,907,224$104.75M0.4%+9.1%13.851%
7/24/2025 Forefront Analytics LLC23,586$1.30M1.1%N/A0.171%
7/24/2025 M1 Capital Management LLC5,081$279K0.1%-10.2%0.037%
7/24/2025 Lokken Investment Group LLC17,612$967K0.4%-2.6%0.128%
7/21/2025 Patriot Financial Group Insurance Agency LLC3,862$212K0.0%N/A0.028%
7/18/2025 Truist Financial Corp6,986$384K0.0%+8.0%0.051%
7/18/2025 Lockerman Financial Group Inc.37,096$2.04M2.7%+6.6%0.270%
7/17/2025 Raleigh Capital Management Inc.130,338$7.16M3.0%+2.3%0.952%
7/17/2025 Kelly Financial Services LLC10,936$601K0.2%-4.7%0.080%
7/15/2025 Spectrum Planning & Advisory Services Inc.15,938$875K0.6%+2.2%0.116%
7/14/2025 Capital CS Group LLC9,359$514K0.8%-7.0%0.068%
7/14/2025 Iams Wealth Management LLC30,058$1.65M0.8%+3.4%0.220%
7/14/2025 Park Avenue Securities LLC443,412$24.35M0.2%+2.9%3.239%
7/11/2025 Farther Finance Advisors LLC1,752$96K0.0%+23.0%0.013%
7/11/2025 International Private Wealth Advisors LLC58,091$3.19M2.7%+4.9%0.426%
7/10/2025 Global Financial Private Client LLC55,312$3.04M1.1%+8.3%0.405%
7/10/2025 Sharkey Howes & Javer166,085$9.12M1.2%+3.1%1.217%
7/10/2025 Signal Advisors Wealth LLC188,472$10.35M0.8%+9.5%1.381%
7/7/2025 Capital Asset Advisory Services LLC12,340$678K0.0%-14.4%0.090%
7/1/2025 Private Client Services LLC5,790$318K0.1%-15.2%0.044%
5/19/2025Jane Street Group LLC11,768$597K0.0%N/A0.088%
5/16/2025NewEdge Advisors LLC278,772$14.15M0.1%+15.3%2.080%
5/15/2025Royal Bank of Canada21,403$1.09M0.0%+1.2%0.160%
5/15/2025TD Capital Management LLC1,365$69K0.0%-55.4%0.010%
5/14/2025CreativeOne Wealth LLC98,968$5.03M0.2%+16.3%0.739%
5/14/2025FWG Investments LLC.12,388$629K0.7%-30.3%0.092%
5/14/2025Synovus Financial Corp6,681$339K0.0%N/A0.050%
5/14/2025Smartleaf Asset Management LLC4,516$228K0.0%+47.6%0.034%
5/14/2025Northwestern Mutual Wealth Management Co.1,244$63K0.0%-16.1%0.009%
5/14/2025Kestra Advisory Services LLC27,521$1.40M0.0%+2.9%0.205%
5/14/2025Compound Planning Inc.6,853$348K0.0%-13.1%0.051%
5/13/2025HighTower Advisors LLC90,240$4.58M0.0%+0.6%0.673%
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5/12/2025Virtu Financial LLC20,512$1.04M0.1%N/A0.153%
5/12/2025Townsquare Capital LLC8,253$419K0.0%N/A0.062%
5/9/2025 Atria Wealth Solutions Inc.23,915$1.21M0.0%-9.3%0.181%
5/9/2025Novus Advisors LLC57,674$2.93M3.0%+5.0%0.438%
5/8/2025 Harbour Investments Inc.172,661$8.77M0.3%+3.0%1.310%
5/8/2025 NorthRock Partners LLC21,297$1.08M0.0%N/A0.162%
5/8/2025FSA Advisors Inc.7,475$379K0.3%+4.5%0.057%
5/7/2025Foundations Investment Advisors LLC189,601$9.63M0.2%+4.6%1.439%
5/7/2025LPL Financial LLC4,333,078$219.99M0.1%+4.6%32.876%
5/6/2025Cetera Investment Advisers113,194$5.75M0.0%+22.7%0.859%
5/6/2025AE Wealth Management LLC105,950$5.38M0.0%+11.9%0.804%
5/6/2025Landmark Wealth Management Inc.253,644$12.88M6.1%+7.9%1.924%
5/6/2025 M1 Capital Management LLC5,658$287K0.2%+5.2%0.043%
5/6/2025 Triumph Capital Management11,167$567K0.2%+28.1%0.085%
5/5/2025Private Advisor Group LLC65,828$3.34M0.0%-34.6%0.499%
5/5/2025Nwam LLC5,408$275K0.0%+6.6%0.041%
5/5/2025Transce3nd LLC3,484$177K0.1%-28.4%0.026%
5/2/2025Kingsview Wealth Management LLC10,487$532K0.0%N/A0.080%
5/2/2025 Lokken Investment Group LLC18,077$918K0.4%-62.7%0.137%
5/1/2025Croban22,495$1.14M1.1%N/A0.171%
4/30/2025 Sharkey Howes & Javer161,014$8.18M1.2%+1.7%1.222%
4/30/2025Allworth Financial LP6,578$323K0.0%-3.5%0.050%
4/30/2025 True Vision MN LLC7,563$384K0.2%+66.4%0.057%
4/30/2025 Axxcess Wealth Management LLC100,663$5.11M0.1%+3.7%0.764%
4/29/2025 Raleigh Capital Management Inc.127,350$6.47M2.9%+10.2%0.966%
4/29/2025Envestnet Asset Management Inc.1,461,878$74.22M0.0%+6.7%11.092%
4/24/2025Hibernia Wealth Partners LLC211,492$10.74M7.6%-3.2%1.605%
4/24/2025 Kraft Davis & Associates LLC5,056$239K0.1%-94.0%0.038%
4/23/2025Creative Financial Designs Inc. ADV1,540$78K0.0%N/A0.012%
4/23/2025 Balboa Wealth Partners30,509$1.55M0.4%+6.2%0.231%
4/22/2025 Cambridge Investment Research Advisors Inc.33,947$1.72M0.0%+3.2%0.258%
4/22/2025 Aspire Private Capital LLC230,882$11.72M2.9%-1.7%1.752%
4/22/2025 Worth Financial Advisory Group LLC35,134$1.78M1.1%-17.3%0.267%
4/22/2025 Castleview Partners LLC5,806$295K0.2%-40.6%0.044%
4/21/2025 Envestnet Portfolio Solutions Inc.1,748,015$88.75M0.3%+5.6%13.263%
4/17/2025 Lockerman Financial Group Inc.34,791$1.77M2.7%+147.9%0.269%
4/15/2025 Kelly Financial Services LLC11,480$583K0.2%-31.7%0.089%
4/14/2025 International Private Wealth Advisors LLC55,400$2.81M2.7%+12.0%0.428%
4/14/2025 Farther Finance Advisors LLC1,424$73K0.0%-28.0%0.011%
4/14/2025Outlook Wealth Advisors LLC39,687$2.02M0.6%+5.0%0.306%
4/14/2025 Park Avenue Securities LLC430,923$21.88M0.3%+2.5%3.328%
4/11/2025 Signal Advisors Wealth LLC172,049$8.74M0.9%+6.0%1.329%
4/10/2025 Iams Wealth Management LLC29,064$1.48M0.7%+3.0%0.224%
4/9/2025 Capital Asset Advisory Services LLC14,411$740K0.0%+4.9%0.111%
4/9/2025 Capital CS Group LLC10,066$511K0.8%+14.1%0.078%
4/8/2025 Private Client Services LLC6,824$346K0.2%+3.8%0.053%
4/8/2025 Global Financial Private Client LLC51,077$2.59M1.0%+3.0%0.394%
3/24/2025Mascagni Wealth Management Inc.4,509$241K0.2%N/A0.035%
3/19/2025 M1 Capital Management LLC5,377$287K0.2%N/A0.042%
2/25/2025 Armis Advisers LLC19,889$1.06M0.1%N/A0.156%
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2/18/2025First Heartland Consultants Inc.5,242$280K0.0%+8.3%0.051%
2/17/2025Cetera Investment Advisers92,244$4.93M0.0%-0.9%0.890%
2/14/2025 Triumph Capital Management8,716$466K0.2%-17.5%0.084%
2/14/2025Stifel Financial Corp10,041$537K0.0%-3.3%0.097%
2/14/2025Transce3nd LLC4,865$260K0.1%N/A0.047%
2/14/2025GeoWealth Management LLC276,635$14.78M0.5%-4.8%2.668%
2/13/2025NewEdge Advisors LLC241,745$12.92M0.1%+0.5%2.331%
2/13/2025CreativeOne Wealth LLC85,090$4.55M0.1%+23.1%0.821%
2/13/2025Mariner LLC212,551$11.36M0.0%+12.9%2.050%
2/13/2025 Kraft Davis & Associates LLC83,712$4.60M1.3%+1,929.4%0.807%
(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, 102 institutional investors and hedge funds held shares of SPDR SSGA US Sector Rotation ETF. The most heavily invested institutionals were LPL Financial LLC ($219.99M), Envestnet Portfolio Solutions Inc. ($104.75M), Envestnet Asset Management Inc. ($90.05M), Park Avenue Securities LLC ($24.35M), Austin Private Wealth LLC ($16.70M), GeoWealth Management LLC ($14.78M), and NewEdge Advisors LLC ($14.15M).Learn more on SPDR SSGA US Sector Rotation ETF's institutional investors.

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

Of the 89 institutional investors that purchased SPDR SSGA US Sector Rotation ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Portfolio Solutions Inc. ($1.61M), LPL Financial LLC ($1.04M), Envestnet Asset Management Inc. ($753.50K), Hibernia Wealth Partners LLC ($224.67K), Signal Advisors Wealth LLC ($183.84K), Sharkey Howes & Javer ($166.09K), and Mosley Wealth Management ($155.81K).

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

Institutional investors have bought a total of 3,227,593 shares in the last 24 months. This purchase volume represents approximately $169.24M in transactions.

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

Of the 46 institutional investors that sold SPDR SSGA US Sector Rotation ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hibernia Wealth Partners LLC ($234.42K), Kraft Davis & Associates LLC ($78.66K), Private Advisor Group LLC ($58.64K), Lokken Investment Group LLC ($34.43K), Aspire Private Capital LLC ($25.96K), Axxcess Wealth Management LLC ($20.66K), and Kelly Financial Services LLC ($19.38K).

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

Institutional investors have sold a total of 592,246 shares in the last 24 months. This volume of shares sold represents approximately $31.09M in transactions.


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This page (NYSEARCA:XLSR) was last updated on 8/2/2025 by MarketBeat.com Staff
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