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SPDR SSGA US Sector Rotation ETF (XLSR) Institutional Ownership

SPDR SSGA US Sector Rotation ETF logo
$63.71 -0.03 (-0.05%)
As of 07/24/2026 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)
79
Total
Institutional Inflows
(last 12 months)
$144.52M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$42.51M
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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
7/10/2026 Spinnaker Investment Group LLC13,661$886K0.1%N/A0.088%
7/9/2026 Kraft Davis & Associates LLC16,123$1.04M0.2%+1.0%0.104%
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%
6/26/2026WealthPoint Financial LLC29,357$1.70M1.3%+17.2%0.197%
6/18/2026Western Wealth Management LLC6,647$384K0.0%N/A0.045%
6/4/2026 Midwest 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%
5/4/2026 Hibernia 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%
4/28/2026 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%
4/27/2026World 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%
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%
4/22/2026FWG 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%
4/20/2026Brown 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%
4/17/2026Signal 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%
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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%
2/12/2026 Hibernia 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%
2/12/2026 Mosley 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%
2/11/2026 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%
2/10/2026Northwestern Mutual Wealth Management Co.45,769$2.85M0.0%+29.8%0.314%
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%
2/6/2026 Signature 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%
2/6/2026 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%
2/5/2026Allworth 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%
2/2/2026Truist Financial Corp7,282$454K0.0%+6.1%0.050%
2/2/2026FSA Advisors Inc.9,345$582K0.1%N/A0.064%
1/30/2026Sigma Planning Corp3,405$212K0.0%N/A0.023%
1/29/2026Quest 10 Wealth Builders Inc.950$59K0.1%+97.5%0.007%
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1/29/2026Sanctuary Advisors LLC99,791$6.22M0.0%-13.8%0.688%
1/28/2026FWG 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%
1/26/2026AE 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%
1/23/2026 Farther Finance Advisors LLC1,916$119K0.0%+11.8%0.013%
1/21/2026 Raleigh Capital Management Inc.129,883$8.09M2.9%+1.8%0.896%
1/21/2026 Apella Capital LLC28,098$1.75M0.0%+1.1%0.194%
1/21/2026 Flagship Harbor Advisors LLC16,418$1.02M0.0%N/A0.113%


XLSR Institutional Ownership - Frequently Asked Questions

During the previous two years, 125 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 109 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: LPL Financial LLC ($893.62K), Envestnet Asset Management Inc. ($702.09K), Envestnet Portfolio Solutions Inc. ($511.73K), Hibernia Wealth Partners LLC ($420.48K), Mosley Wealth Management ($250.11K), Signal Advisors Wealth LLC ($219.67K), and Austin Private Wealth LLC ($176.94K).

Institutional investors have bought a total of 2,431,503 shares in the last 24 months. This purchase volume represents approximately $144.52M 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 ($68.91K), Axxcess Wealth Management LLC ($28.82K), Virtue Capital Management LLC ($26.54K), Harbour Investments Inc. ($25.08K), and Merit Financial Group LLC ($23.60K).

Institutional investors have sold a total of 711,982 shares in the last 24 months. This volume of shares sold represents approximately $42.51M in transactions.


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This page (NYSEARCA:XLSR) was last updated on 7/25/2026 by MarketBeat.com Staff.
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