Free Trial

SPDR SSGA US Sector Rotation ETF (XLSR) Institutional Ownership

SPDR SSGA US Sector Rotation ETF logo
$67.53 -0.11 (-0.16%)
As of 10/13/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for SPDR SSGA US Sector Rotation ETF (NYSEARCA:XLSR)

Number of
Institutional Buyers
(last 12 months)
78
Total
Institutional Inflows
(last 12 months)
$145.09M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$39.96M
Get XLSR Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR SSGA US Sector Rotation ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

XLSR Institutional Buying and Selling by Quarter

SPDR SSGA US Sector Rotation ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2026Signal Advisors Wealth LLC287,010$19.06M0.8%+12.1%1.761%
10/13/2026Midwest Financial Network LLC68,839$4.57M3.3%-8.6%0.422%
10/10/2026Castleview Partners LLC5,071$337K0.1%-4.0%0.031%
10/9/2026Balefire LLC3,795$252K0.0%-19.4%0.023%
10/8/2026Farther Finance Advisors LLC2,217$147K0.0%+11.1%0.014%
10/8/2026Apella Capital LLC24,565$1.66M0.0%-5.7%0.151%
9/23/2026Envestnet Portfolio Solutions Inc.2,435,953$158.00M0.7%+8.5%15.486%
9/23/2026Envestnet Asset Management Inc.2,461,391$159.65M0.0%+9.8%15.648%
9/9/2026NewEdge Advisors LLC307,442$19.94M0.1%+6.9%1.954%
9/9/2026IFP Advisors Inc2,024$131K0.0%N/A0.013%
9/2/2026Brown Lisle Cummings Inc.2,239$145K0.0%+45.8%0.014%
8/22/2026SMART Wealth LLC109,367$7.09M1.5%N/A0.695%
8/22/2026Concurrent Investment Advisors LLC6,790$440K0.0%N/A0.043%
8/21/2026Triumph Capital Management11,451$743K0.1%-3.1%0.073%
7/10/2026Spinnaker Investment Group LLC13,661$886K0.1%N/A0.088%
7/9/2026Kraft Davis & Associates LLC16,123$1.04M0.2%+1.0%0.102%
7/9/2026Adamsbrown Wealth Consultants LLC3,864$251K0.0%N/A0.025%
7/8/2026First Heartland Consultants Inc.7,538$489K0.0%-2.5%0.049%
7/8/2026Apella Capital LLC26,040$1.68M0.0%-3.7%0.168%
7/8/2026Midwest Financial Network LLC75,343$4.89M3.3%+19.2%0.488%
7/7/2026Balefire LLC4,708$305K0.0%-9.5%0.030%
6/26/2026WealthPoint Financial LLC29,357$1.70M1.3%+17.2%0.197%
6/18/2026Western Wealth Management LLC6,647$384K0.0%N/A0.045%
6/4/2026Midwest Financial Network LLC63,200$3.65M2.9%+76.8%0.424%
6/3/2026NewEdge Advisors LLC287,644$16.61M0.1%+8.2%1.932%
5/19/2026Western Wealth Management LLC6,647$384K0.0%N/A0.045%
5/19/2026NewEdge Advisors LLC85,909$4.96M0.1%-67.7%0.577%
5/18/2026Royal Bank of Canada10,903$630K0.0%-13.4%0.073%
5/13/2026Cetera Investment Advisers181,016$10.45M0.0%+10.1%1.216%
5/13/2026Signature Equity Partners LLC2,924$169K0.1%N/A0.020%
5/6/2026FSA Advisors Inc.8,439$487K0.3%-9.7%0.057%
5/5/2026Sanctuary Advisors LLC94,324$5.45M0.0%-5.5%0.633%
5/4/2026Hibernia Wealth Partners LLC414,574$23.94M7.1%-1.5%2.784%
4/30/2026Kestra Advisory Services LLC84,859$4.90M0.0%-0.4%0.570%
4/29/2026Axxcess Wealth Management LLC71,842$4.15M0.1%-3.4%0.482%
4/28/2026Raleigh 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%
4/27/2026World Investment Advisors21,789$1.26M0.0%+4.0%0.147%
4/27/2026Private Advisor Group LLC89,691$5.18M0.0%+1.6%0.604%
4/24/2026Capital Asset Advisory Services LLC10,514$652K0.0%+4.9%0.071%
Trump's crypto bank just got approved (Ad)

Last month I told investors that a Trump-backed crypto bank could be approved any day. On August 14, it was. Federal regulators granted conditional approval to World Liberty Trust Company… a nationally chartered trust bank tied to the Trump family's crypto venture. Most investors still haven't processed what that means. This bank exists to do one thing. Issue, redeem, custody and back USD1… the stablecoin that has now crossed $4 billion in circulation. The bank isn't operating yet. There are conditions to satisfy first… capital minimums, an audit manager, a sign-off on the business plan. Which means the money hasn't moved yet.tc pixel

Get my #1 coin for the Trump bull run.
4/22/2026Aspire Private Capital LLC218,027$12.59M2.8%+6.1%1.468%
4/22/2026Patriot Financial Group Insurance Agency LLC7,202$416K0.0%+99.2%0.048%
4/22/2026FWG Investments LLC.8,875$512K0.3%-6.3%0.060%
4/21/2026J2 Capital Management Inc6,552$378K0.3%+3.3%0.044%
4/21/2026Aegis Wealth Management Inc.17,299$999K0.8%+49.5%0.117%
4/20/2026Global Financial Private Client LLC66,535$3.84M1.3%+3.8%0.451%
4/20/2026Brown Lisle Cummings Inc.1,536$89K0.0%N/A0.010%
4/20/2026Apella Capital LLC27,034$1.68M0.0%-3.8%0.183%
4/18/2026Legacy Wealth Partners LLC73,754$4.26M1.1%+7.8%0.501%
4/17/2026Signal Advisors Wealth LLC224,307$12.95M0.9%+14.5%1.523%
4/17/2026Outlook Wealth Advisors LLC37,126$2.14M0.5%+3.3%0.252%
4/16/2026True Vision MN LLC8,419$486K0.3%+8.5%0.057%
4/16/2026Balboa Wealth Partners29,185$1.69M0.3%+5.0%0.198%
3/13/2026World Investment Advisors20,957$1.31M0.0%N/A0.144%
2/19/2026WealthPoint Financial LLC25,052$1.56M1.4%N/A0.172%
2/19/2026Axxcess Wealth Management LLC74,372$4.63M0.1%-13.2%0.510%
2/18/2026Virtue Capital Management LLC3,488$217K0.0%-88.4%0.024%
2/18/2026NewEdge Advisors LLC265,772$16.56M0.1%-7.9%1.824%
2/18/2026VestGen Advisors LLC10,699$667K0.0%-33.1%0.073%
2/17/2026Cetera Investment Advisers164,364$10.24M0.0%+6.8%1.128%
2/17/2026Hilltop Holdings Inc.21,385$1.33M0.1%-3.8%0.147%
2/17/2026GeoWealth Management LLC54,351$3.39M0.1%-3.2%0.373%
2/17/2026Osaic Holdings Inc.29,789$1.86M0.0%-2.2%0.204%
2/17/2026Advisory Services Network LLC4,790$298K0.0%+14.2%0.033%
2/17/2026Private Advisor Group LLC88,270$5.50M0.0%+16.3%0.606%
2/17/2026Royal Bank of Canada12,587$784K0.0%+15.4%0.086%
2/16/2026MML Investors Services LLC79,052$4.93M0.0%+56.9%0.543%
2/16/2026Mariner LLC286,549$17.86M0.0%+17.1%1.967%
2/13/2026CreativeOne Wealth LLC112,986$7.04M0.2%+4.1%0.775%
2/13/2026Kestra Advisory Services LLC85,179$5.31M0.0%+198.5%0.585%
2/13/2026Stifel Financial Corp11,431$712K0.0%+5.8%0.078%
2/13/2026Smartleaf Asset Management LLC6,912$434K0.0%+9.5%0.047%
2/13/2026Novus Advisors LLC56,229$3.50M7.8%-0.9%0.386%
2/13/2026Landmark Wealth Management Inc.271,382$16.91M6.4%+0.4%1.863%
2/13/2026Wells Fargo & Company MN1,463$91K0.0%+236.3%0.010%
2/13/2026Summit Financial LLC101,445$6.32M0.1%-1.7%0.696%
2/12/2026Jane Street Group LLC4,523$282K0.0%N/A0.031%
2/12/2026Commonwealth Equity Services LLC8,938$557K0.0%-5.9%0.061%
2/12/2026Richard W. Paul & Associates LLC10,057$627K0.2%-14.7%0.069%
2/12/2026Ruggiero Investments Inc.4,152$259K0.2%N/A0.028%
2/12/2026Hibernia Wealth Partners LLC420,972$26.23M7.9%+91.9%2.889%
2/12/2026Principal Securities Inc.36,876$2.30M0.0%+173.1%0.253%
2/12/2026Mosley Wealth Management199,220$12.03M5.5%N/A1.367%
2/12/2026Absolute Capital Management LLC16,846$1.05M0.4%+8.3%0.116%
2/11/2026Outlook Wealth Advisors LLC35,949$2.24M0.5%-3.1%0.247%
2/11/2026LPL Financial LLC4,676,742$291.41M0.1%+1.2%32.098%
2/11/2026J.W. Cole Advisors Inc.10,210$636K0.0%+23.8%0.070%
2/10/2026Evolution Wealth Management Inc.10,111$630K0.5%+161.1%0.069%
2/10/2026Spectrum Planning & Advisory Services Inc.15,620$973K0.5%-1.3%0.107%
2/10/2026Northwestern Mutual Wealth Management Co.45,769$2.85M0.0%+29.8%0.314%
Why major institutions are piling into this digital asset now (Ad)

BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one that gets burned with every transaction on what analysts are calling America's new financial grid. The Nasdaq has received SEC approval to move stocks onto blockchain rails, and BlackRock CEO Larry Fink dedicated his entire 2026 annual letter to this infrastructure shift. Blockchain analyst Andy Howard is calling this asset 'Digital Oil' - and says institutional buyers are already positioned.tc pixel

Get the name, the ticker, and exactly how to buy it
2/9/2026Harbour Investments Inc.159,209$9.92M0.2%-13.5%1.093%
2/6/2026Axxcess Wealth Management LLC203,070$12.65M0.0%+137.0%1.394%
2/6/2026Signature Estate & Investment Advisors LLC4,826$301K0.0%N/A0.033%
2/6/2026Creative Financial Designs Inc. ADV10,209$636K0.0%+11.2%0.070%
2/6/2026HighTower Advisors LLC132,688$8.27M0.0%+11.4%0.911%
2/6/2026Envestnet Portfolio Solutions Inc.2,038,665$127.03M0.4%+3.5%13.992%
2/5/2026Aegis Wealth Management Inc.11,571$721K0.6%N/A0.079%
2/5/2026Allworth Financial LP494$31K0.0%-35.0%0.003%
2/4/2026Independent Advisor Alliance7,442$464K0.0%N/A0.051%
2/4/2026World Investment Advisors20,957$1.31M0.0%N/A0.144%


XLSR Institutional Ownership - Frequently Asked Questions

During the previous two years, 127 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 Asset Management Inc. ($159.65M), Envestnet Portfolio Solutions Inc. ($158.00M), Park Avenue Securities LLC ($30.31M), Hibernia Wealth Partners LLC ($23.94M), Austin Private Wealth LLC ($21.34M), and NewEdge Advisors LLC ($19.94M).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. ($887.05K), Envestnet Portfolio Solutions Inc. ($702.82K), LPL Financial LLC ($515.84K), 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 2,308,861 shares in the last 24 months. This purchase volume represents approximately $143.17M in transactions.

Of the 48 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 ($37.28K), 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 668,027 shares in the last 24 months. This volume of shares sold represents approximately $40.05M in transactions.



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 10/14/2026. New 13F filings are added each quarter as they're published.
From Our Partners