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SPDR SSGA US Sector Rotation ETF (XLSR) Institutional Ownership

SPDR SSGA US Sector Rotation ETF logo
$55.47 +0.41 (+0.74%)
As of 07/3/2025 05:00 PM Eastern
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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)
73
Total
Institutional Inflows
(last 12 months)
$156.28M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$30.36M
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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
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%
5/12/2025Virtu Financial LLC20,512$1.04M0.1%N/A0.153%
5/12/2025Townsquare Capital LLC8,253$419K0.0%N/A0.062%
5/9/2025Atria 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%
5/8/2025Harbour Investments Inc.172,661$8.77M0.3%+3.0%1.310%
5/8/2025NorthRock 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%
5/6/2025M1 Capital Management LLC5,658$287K0.2%+5.2%0.043%
5/6/2025Triumph 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%
5/2/2025Lokken Investment Group LLC18,077$918K0.4%-62.7%0.137%
5/1/2025Croban22,495$1.14M1.1%N/A0.171%
4/30/2025Sharkey Howes & Javer161,014$8.18M1.2%+1.7%1.222%
4/30/2025Allworth Financial LP6,578$323K0.0%-3.5%0.050%
4/30/2025True Vision MN LLC7,563$384K0.2%+66.4%0.057%
4/30/2025Axxcess Wealth Management LLC100,663$5.11M0.1%+3.7%0.764%
4/29/2025Raleigh 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%
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4/24/2025Kraft Davis & Associates LLC5,056$239K0.1%-94.0%0.038%
4/23/2025Creative Financial Designs Inc. ADV1,540$78K0.0%N/A0.012%
4/23/2025Balboa Wealth Partners30,509$1.55M0.4%+6.2%0.231%
4/22/2025Cambridge Investment Research Advisors Inc.33,947$1.72M0.0%+3.2%0.258%
4/22/2025Aspire Private Capital LLC230,882$11.72M2.9%-1.7%1.752%
4/22/2025Worth Financial Advisory Group LLC35,134$1.78M1.1%-17.3%0.267%
4/22/2025Castleview Partners LLC5,806$295K0.2%-40.6%0.044%
4/21/2025Envestnet Portfolio Solutions Inc.1,748,015$88.75M0.3%+5.6%13.263%
4/17/2025Lockerman Financial Group Inc.34,791$1.77M2.7%+147.9%0.269%
4/15/2025Kelly Financial Services LLC11,480$583K0.2%-31.7%0.089%
4/14/2025International Private Wealth Advisors LLC55,400$2.81M2.7%+12.0%0.428%
4/14/2025Farther Finance Advisors LLC1,424$73K0.0%-28.0%0.011%
4/14/2025Outlook Wealth Advisors LLC39,687$2.02M0.6%+5.0%0.306%
4/14/2025Park Avenue Securities LLC430,923$21.88M0.3%+2.5%3.328%
4/11/2025Signal Advisors Wealth LLC172,049$8.74M0.9%+6.0%1.329%
4/10/2025Iams Wealth Management LLC29,064$1.48M0.7%+3.0%0.224%
4/9/2025Capital Asset Advisory Services LLC14,411$740K0.0%+4.9%0.111%
4/9/2025Capital CS Group LLC10,066$511K0.8%+14.1%0.078%
4/8/2025 Private Client Services LLC6,824$346K0.2%+3.8%0.053%
4/8/2025Global 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%
3/19/2025M1 Capital Management LLC5,377$287K0.2%N/A0.042%
2/25/2025Armis Advisers LLC19,889$1.06M0.1%N/A0.156%
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%
2/14/2025Triumph 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%
2/13/2025Kraft Davis & Associates LLC83,712$4.60M1.3%+1,929.4%0.807%
2/13/2025Envestnet Asset Management Inc.1,370,132$73.22M0.0%+16.7%13.212%
2/12/2025Lokken Investment Group LLC48,466$2.59M1.1%-6.9%0.467%
2/12/2025Worth Financial Advisory Group LLC42,477$2.27M1.4%-11.3%0.410%
2/11/2025LPL Financial LLC4,142,278$221.36M0.1%+2.5%39.945%
2/11/2025Mosley Wealth Management182,674$10.04M6.3%+13.2%1.762%
2/11/2025Absolute Capital Management LLC10,158$545K0.3%+4.0%0.098%
2/11/2025TAP Consulting LLC104,134$5.57M1.1%+3.1%1.004%
2/10/2025Axxcess Wealth Management LLC97,104$5.19M0.1%-9.5%0.936%
2/10/2025Harbour Investments Inc.167,704$8.96M0.3%+0.7%1.617%
2/10/2025Envestnet Portfolio Solutions Inc.1,654,622$88.42M0.3%+8.4%15.956%
2/10/2025Commonwealth Equity Services LLC68,225$3.65M0.0%+1.1%0.658%
2/10/2025Balboa Wealth Partners28,725$1.54M0.4%-5.7%0.277%
2/10/2025Farther Finance Advisors LLC1,978$106K0.0%+24.3%0.019%
2/7/2025HighTower Advisors LLC89,724$4.80M0.0%-1.4%0.865%
2/7/2025Novus Advisors LLC54,915$2.94M2.9%N/A0.530%
2/6/2025Atria Investments Inc6,545$350K0.0%-34.5%0.063%
2/5/2025Smartleaf Asset Management LLC3,059$164K0.0%+88.4%0.029%
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2/5/2025Sharkey Howes & Javer158,314$8.46M1.2%+10.9%1.527%
2/5/2025Richard W. Paul & Associates LLC12,449$665K0.2%-10.6%0.120%
2/3/2025Private Advisor Group LLC100,658$5.38M0.0%+3.3%0.971%
1/31/2025Atria Wealth Solutions Inc.26,364$1.41M0.0%-4.2%0.254%
1/31/2025Truist Financial Corp6,359$340K0.0%-4.6%0.061%
1/31/2025Sanctuary Advisors LLC115,180$6.37M0.0%+1.4%1.111%
1/30/2025Allworth Financial LP6,814$377K0.0%N/A0.066%
1/30/2025Principal Securities Inc.12,957$692K0.0%-5.2%0.125%
1/30/2025Aveo Capital Partners LLC21,975$1.17M0.1%-5.4%0.212%
1/29/2025Gladstone Institutional Advisory LLC14,730$787K0.0%+30.7%0.142%
(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, 101 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. ($88.75M), Envestnet Asset Management Inc. ($74.22M), Park Avenue Securities LLC ($21.88M), GeoWealth Management LLC ($14.78M), NewEdge Advisors LLC ($14.15M), and Landmark Wealth Management Inc. ($12.88M).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 87 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. ($1.45M), LPL Financial LLC ($1.29M), Envestnet Asset Management Inc. ($575.73K), Hibernia Wealth Partners LLC ($224.67K), Foundations Investment Advisors LLC ($180.40K), Signal Advisors Wealth LLC ($167.41K), and Sharkey Howes & Javer ($161.01K).

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

Institutional investors have bought a total of 3,016,858 shares in the last 24 months. This purchase volume represents approximately $156.28M 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 ($33.97K), Aspire Private Capital LLC ($29.87K), Kelly Financial Services LLC ($18.83K), and Axxcess Wealth Management LLC ($15.28K).

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

Institutional investors have sold a total of 579,921 shares in the last 24 months. This volume of shares sold represents approximately $30.36M in transactions.


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This page (NYSEARCA:XLSR) was last updated on 7/4/2025 by MarketBeat.com Staff
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