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SPDR SSGA US Sector Rotation ETF (XLSR) Institutional Ownership

SPDR SSGA US Sector Rotation ETF logo
$66.50 +0.65 (+0.99%)
As of 04:10 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)
77
Total
Institutional Inflows
(last 12 months)
$116.13M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$41.41M
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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
9/2/2026 Brown Lisle Cummings Inc.2,239$145K0.0%+45.8%0.014%
8/22/2026 SMART Wealth LLC109,367$7.09M1.5%N/A0.695%
8/22/2026 Concurrent Investment Advisors LLC6,790$440K0.0%N/A0.043%
8/21/2026 Triumph Capital Management11,451$743K0.1%-3.1%0.073%
7/10/2026 Spinnaker Investment Group LLC13,661$886K0.1%N/A0.088%
7/9/2026 Kraft Davis & Associates LLC16,123$1.04M0.2%+1.0%0.102%
7/9/2026 Adamsbrown Wealth Consultants LLC3,864$251K0.0%N/A0.025%
7/8/2026 First Heartland Consultants Inc.7,538$489K0.0%-2.5%0.049%
7/8/2026 Apella Capital LLC26,040$1.68M0.0%-3.7%0.168%
7/8/2026 Midwest Financial Network LLC75,343$4.89M3.3%+19.2%0.488%
7/7/2026 Balefire LLC4,708$305K0.0%-9.5%0.030%
6/26/2026 WealthPoint Financial LLC29,357$1.70M1.3%+17.2%0.197%
6/18/2026 Western Wealth Management LLC6,647$384K0.0%N/A0.045%
6/4/2026 Midwest Financial Network LLC63,200$3.65M2.9%+76.8%0.424%
6/3/2026 NewEdge Advisors LLC287,644$16.61M0.1%+8.2%1.932%
5/19/2026 Western Wealth Management LLC6,647$384K0.0%N/A0.045%
5/19/2026 NewEdge Advisors LLC85,909$4.96M0.1%-67.7%0.577%
5/18/2026 Royal Bank of Canada10,903$630K0.0%-13.4%0.073%
5/13/2026 Cetera Investment Advisers181,016$10.45M0.0%+10.1%1.216%
5/13/2026 Signature Equity Partners LLC2,924$169K0.1%N/A0.020%
5/6/2026 FSA Advisors Inc.8,439$487K0.3%-9.7%0.057%
5/5/2026 Sanctuary Advisors LLC94,324$5.45M0.0%-5.5%0.633%
5/4/2026 Hibernia Wealth Partners LLC414,574$23.94M7.1%-1.5%2.784%
4/30/2026 Kestra Advisory Services LLC84,859$4.90M0.0%-0.4%0.570%
4/29/2026 Axxcess Wealth Management LLC71,842$4.15M0.1%-3.4%0.482%
4/28/2026 Raleigh Capital Management Inc.150,213$8.67M3.0%+15.7%1.012%
4/27/2026Integrity Wealth Partners LLC24,756$1.43M1.3%N/A0.167%
4/27/2026 World Investment Advisors21,789$1.26M0.0%+4.0%0.147%
4/27/2026 Private Advisor Group LLC89,691$5.18M0.0%+1.6%0.604%
4/24/2026 Capital Asset Advisory Services LLC10,514$652K0.0%+4.9%0.071%
4/22/2026 Aspire Private Capital LLC218,027$12.59M2.8%+6.1%1.468%
4/22/2026 Patriot Financial Group Insurance Agency LLC7,202$416K0.0%+99.2%0.048%
4/22/2026 FWG Investments LLC.8,875$512K0.3%-6.3%0.060%
4/21/2026 J2 Capital Management Inc6,552$378K0.3%+3.3%0.044%
4/21/2026 Aegis Wealth Management Inc.17,299$999K0.8%+49.5%0.117%
4/20/2026 Global Financial Private Client LLC66,535$3.84M1.3%+3.8%0.451%
4/20/2026 Brown Lisle Cummings Inc.1,536$89K0.0%N/A0.010%
4/20/2026 Apella Capital LLC27,034$1.68M0.0%-3.8%0.183%
4/18/2026 Legacy Wealth Partners LLC73,754$4.26M1.1%+7.8%0.501%
4/17/2026 Signal Advisors Wealth LLC224,307$12.95M0.9%+14.5%1.523%
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4/17/2026 Outlook Wealth Advisors LLC37,126$2.14M0.5%+3.3%0.252%
4/16/2026True Vision MN LLC8,419$486K0.3%+8.5%0.057%
4/16/2026 Balboa Wealth Partners29,185$1.69M0.3%+5.0%0.198%
3/13/2026 World Investment Advisors20,957$1.31M0.0%N/A0.144%
2/19/2026 WealthPoint Financial LLC25,052$1.56M1.4%N/A0.172%
2/19/2026 Axxcess Wealth Management LLC74,372$4.63M0.1%-13.2%0.510%
2/18/2026 Virtue Capital Management LLC3,488$217K0.0%-88.4%0.024%
2/18/2026 NewEdge Advisors LLC265,772$16.56M0.1%-7.9%1.824%
2/18/2026 VestGen Advisors LLC10,699$667K0.0%-33.1%0.073%
2/17/2026 Cetera Investment Advisers164,364$10.24M0.0%+6.8%1.128%
2/17/2026 Hilltop Holdings Inc.21,385$1.33M0.1%-3.8%0.147%
2/17/2026 GeoWealth Management LLC54,351$3.39M0.1%-3.2%0.373%
2/17/2026 Osaic Holdings Inc.29,789$1.86M0.0%-2.2%0.204%
2/17/2026 Advisory Services Network LLC4,790$298K0.0%+14.2%0.033%
2/17/2026 Private Advisor Group LLC88,270$5.50M0.0%+16.3%0.606%
2/17/2026 Royal Bank of Canada12,587$784K0.0%+15.4%0.086%
2/16/2026 MML Investors Services LLC79,052$4.93M0.0%+56.9%0.543%
2/16/2026 Mariner LLC286,549$17.86M0.0%+17.1%1.967%
2/13/2026 CreativeOne Wealth LLC112,986$7.04M0.2%+4.1%0.775%
2/13/2026 Kestra Advisory Services LLC85,179$5.31M0.0%+198.5%0.585%
2/13/2026 Stifel Financial Corp11,431$712K0.0%+5.8%0.078%
2/13/2026 Smartleaf Asset Management LLC6,912$434K0.0%+9.5%0.047%
2/13/2026 Novus Advisors LLC56,229$3.50M7.8%-0.9%0.386%
2/13/2026 Landmark Wealth Management Inc.271,382$16.91M6.4%+0.4%1.863%
2/13/2026 Wells Fargo & Company MN1,463$91K0.0%+236.3%0.010%
2/13/2026 Summit Financial LLC101,445$6.32M0.1%-1.7%0.696%
2/12/2026 Jane Street Group LLC4,523$282K0.0%N/A0.031%
2/12/2026 Commonwealth Equity Services LLC8,938$557K0.0%-5.9%0.061%
2/12/2026 Richard W. Paul & Associates LLC10,057$627K0.2%-14.7%0.069%
2/12/2026 Ruggiero Investments Inc.4,152$259K0.2%N/A0.028%
2/12/2026 Hibernia Wealth Partners LLC420,972$26.23M7.9%+91.9%2.889%
2/12/2026 Principal Securities Inc.36,876$2.30M0.0%+173.1%0.253%
2/12/2026 Mosley Wealth Management199,220$12.03M5.5%N/A1.367%
2/12/2026 Absolute Capital Management LLC16,846$1.05M0.4%+8.3%0.116%
2/11/2026 Outlook Wealth Advisors LLC35,949$2.24M0.5%-3.1%0.247%
2/11/2026 LPL Financial LLC4,676,742$291.41M0.1%+1.2%32.098%
2/11/2026 J.W. Cole Advisors Inc.10,210$636K0.0%+23.8%0.070%
2/10/2026 Evolution Wealth Management Inc.10,111$630K0.5%+161.1%0.069%
2/10/2026 Spectrum Planning & Advisory Services Inc.15,620$973K0.5%-1.3%0.107%
2/10/2026 Northwestern Mutual Wealth Management Co.45,769$2.85M0.0%+29.8%0.314%
2/9/2026 Harbour Investments Inc.159,209$9.92M0.2%-13.5%1.093%
2/6/2026 Axxcess Wealth Management LLC203,070$12.65M0.0%+137.0%1.394%
2/6/2026 Signature Estate & Investment Advisors LLC4,826$301K0.0%N/A0.033%
2/6/2026 Creative Financial Designs Inc. ADV10,209$636K0.0%+11.2%0.070%
2/6/2026 HighTower Advisors LLC132,688$8.27M0.0%+11.4%0.911%
2/6/2026 Envestnet Portfolio Solutions Inc.2,038,665$127.03M0.4%+3.5%13.992%
2/5/2026 Aegis Wealth Management Inc.11,571$721K0.6%N/A0.079%
2/5/2026 Allworth Financial LP494$31K0.0%-35.0%0.003%
2/4/2026 Independent Advisor Alliance7,442$464K0.0%N/A0.051%
2/4/2026 World Investment Advisors20,957$1.31M0.0%N/A0.144%
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2/2/2026 Truist Financial Corp7,282$454K0.0%+6.1%0.050%
2/2/2026 FSA Advisors Inc.9,345$582K0.1%N/A0.064%
1/30/2026 Sigma Planning Corp3,405$212K0.0%N/A0.023%
1/29/2026 Quest 10 Wealth Builders Inc.950$59K0.1%+97.5%0.007%
1/29/2026 Sanctuary Advisors LLC99,791$6.22M0.0%-13.8%0.688%
1/28/2026 FWG Investments LLC.9,469$590K0.4%-2.5%0.065%
1/27/2026 Global Financial Private Client LLC64,077$3.99M1.4%+3.3%0.442%
1/26/2026 Merit Financial Group LLC3,431$214K0.0%-87.3%0.024%
1/26/2026 AE Wealth Management LLC131,825$8.21M0.0%+3.7%0.909%
1/26/2026 Iams Wealth Management LLC25,108$1.56M0.6%-12.6%0.173%


XLSR Institutional Ownership - Frequently Asked Questions

During the previous two years, 126 institutional investors and hedge funds held shares of SPDR SSGA US Sector Rotation ETF. The most heavily invested institutionals were LPL Financial LLC ($291.41M), Envestnet Portfolio Solutions Inc. ($127.03M), Envestnet Asset Management Inc. ($109.70M), Park Avenue Securities LLC ($30.31M), Hibernia Wealth Partners LLC ($23.94M), Austin Private Wealth LLC ($21.34M), and Mariner LLC ($17.86M).Learn more on SPDR SSGA US Sector Rotation ETF's institutional investors.

Of the 108 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 Asset Management Inc. ($666.43K), LPL Financial LLC ($515.84K), Envestnet Portfolio Solutions Inc. ($511.73K), Hibernia Wealth Partners LLC ($420.48K), Mosley Wealth Management ($220.53K), Signal Advisors Wealth LLC ($219.67K), and Austin Private Wealth LLC ($176.94K).

Institutional investors have bought a total of 1,893,547 shares in the last 24 months. This purchase volume represents approximately $116.13M in transactions.

Of the 47 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 ($207.72K), NewEdge Advisors LLC ($202.68K), Sharkey Howes & Javer ($68.91K), Virtue Capital Management LLC ($26.54K), Harbour Investments Inc. ($24.82K), Merit Financial Group LLC ($23.60K), and Axxcess Wealth Management LLC ($23.44K).

Institutional investors have sold a total of 691,861 shares in the last 24 months. This volume of shares sold represents approximately $41.41M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:XLSR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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