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NVDA   694.52 (-4.35%)
NIO   5.96 (-2.93%)
AMD   165.69 (-4.70%)
BABA   73.14 (-1.04%)
T   16.91 (-0.35%)
F   12.25 (-0.41%)
MU   80.71 (+1.52%)
CGC   3.54 (-7.33%)
GE   148.62 (-0.36%)
DIS   109.44 (-1.94%)
AMC   4.66 (-3.52%)
PFE   27.59 (-0.11%)
PYPL   58.63 (-0.86%)
XOM   102.75 (-0.94%)
S&P 500   4,975.51 (-0.60%)
DOW   38,563.80 (-0.17%)
QQQ   427.32 (-0.75%)
AAPL   181.56 (-0.41%)
MSFT   402.79 (-0.31%)
META   471.75 (-0.33%)
GOOGL   141.12 (+0.43%)
AMZN   167.08 (-1.43%)
TSLA   193.76 (-3.10%)
NVDA   694.52 (-4.35%)
NIO   5.96 (-2.93%)
AMD   165.69 (-4.70%)
BABA   73.14 (-1.04%)
T   16.91 (-0.35%)
F   12.25 (-0.41%)
MU   80.71 (+1.52%)
CGC   3.54 (-7.33%)
GE   148.62 (-0.36%)
DIS   109.44 (-1.94%)
AMC   4.66 (-3.52%)
PFE   27.59 (-0.11%)
PYPL   58.63 (-0.86%)
XOM   102.75 (-0.94%)
S&P 500   4,975.51 (-0.60%)
DOW   38,563.80 (-0.17%)
QQQ   427.32 (-0.75%)
AAPL   181.56 (-0.41%)
MSFT   402.79 (-0.31%)
META   471.75 (-0.33%)
GOOGL   141.12 (+0.43%)
AMZN   167.08 (-1.43%)
TSLA   193.76 (-3.10%)
NVDA   694.52 (-4.35%)
NIO   5.96 (-2.93%)
AMD   165.69 (-4.70%)
BABA   73.14 (-1.04%)
T   16.91 (-0.35%)
F   12.25 (-0.41%)
MU   80.71 (+1.52%)
CGC   3.54 (-7.33%)
GE   148.62 (-0.36%)
DIS   109.44 (-1.94%)
AMC   4.66 (-3.52%)
PFE   27.59 (-0.11%)
PYPL   58.63 (-0.86%)
XOM   102.75 (-0.94%)

SPDR SSGA U.S. Sector Rotation ETF (XLSR) Institutional Ownership

$47.54
-0.25 (-0.52%)
(As of 04:31 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$133.78 M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$19.96 M
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XLSR Institutional Buying and Selling by Quarter


SPDR SSGA U.S. Sector Rotation ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/16/2024Harbour Investments Inc.126,335$5.78M0.2%-3.7%1.777%
2/15/2024Nwam LLC4,708$0.22M0.0%N/A0.066%
2/15/2024Freedom Investment Management Inc.10,066$0.46M0.0%-10.5%0.142%
2/15/2024Citadel Advisors LLC16,959$0.78M0.0%+6.6%0.239%
2/14/2024Royal Bank of Canada18,553$0.85M0.0%+463.6%0.261%
2/14/2024Kestra Advisory Services LLC35,501$1.62M0.0%-14.8%0.499%
2/14/2024Mosley Wealth Management89,957$4.12M4.1%N/A1.265%
2/13/2024Lokken Investment Group LLC52,200$2.39M1.4%+3.5%0.734%
2/13/2024Envestnet Asset Management Inc.1,040,074$47.59M0.0%+4.7%14.628%
2/13/2024Cetera Advisor Networks LLC10,350$0.47M0.0%+31.4%0.146%
2/9/2024Cambridge Investment Research Advisors Inc.35,836$1.64M0.0%-18.3%0.504%
2/9/2024Balboa Wealth Partners24,111$1.10M0.4%-2.1%0.339%
2/9/2024Frazier Financial Advisors LLC1,801$82K0.1%N/A0.025%
2/9/2024CreativeOne Wealth LLC61,679$2.82M0.2%-1.9%0.867%
2/9/2024Gladstone Institutional Advisory LLC8,515$0.39M0.0%+45.2%0.120%
2/8/2024Foundations Investment Advisors LLC97,544$4.57M0.1%-0.5%1.372%
2/7/2024Envestnet Portfolio Solutions Inc.795,142$36.38M0.2%+38.4%11.183%
2/7/2024VisionPoint Advisory Group LLC5,158$0.24M0.1%+65.4%0.073%
2/6/2024Private Advisor Group LLC114,148$5.22M0.0%+62.0%1.605%
2/6/2024Axxcess Wealth Management LLC102,205$4.68M0.1%-1.4%1.437%
2/6/2024Aveo Capital Partners LLC14,199$0.65M0.1%+6.5%0.200%
2/5/2024Triumph Capital Management8,079$0.37M0.2%+65.1%0.114%
2/5/2024Silver Oak Securities Incorporated12,451$0.57M0.1%+3.8%0.175%
2/2/2024Absolute Capital Management LLC9,802$0.45M0.4%+31.3%0.138%
2/2/2024TAP Consulting LLC100,002$4.58M1.1%+1,815.7%1.406%
2/2/2024Atria Wealth Solutions Inc.31,276$1.43M0.0%+3.8%0.440%
2/1/2024Aspire Private Capital LLC278,403$12.74M3.8%-8.6%3.916%
1/30/2024Lunt Capital Management Inc.4,879$0.22M0.1%N/A0.069%
1/29/2024Outlook Wealth Advisors LLC41,553$1.90M0.7%-3.2%0.584%
1/23/2024Richard W. Paul & Associates LLC16,798$0.77M0.3%-7.1%0.236%
1/19/2024Worth Financial Advisory Group LLC28,486$1.30M1.0%+7.5%0.401%
1/19/2024Hibernia Wealth Partners LLC214,986$9.84M7.4%N/A3.024%
1/19/2024Patriot Financial Group Insurance Agency LLC10,328$0.47M0.1%-18.6%0.145%
1/18/2024Lockerman Financial Group Inc.14,524$0.67M1.5%+26.7%0.204%
1/18/2024Spectrum Planning & Advisory Services Inc.11,079$0.51M0.7%+35.2%0.156%
1/9/2024Capital Asset Advisory Services LLC5,079$0.23M0.0%-4.4%0.071%
12/8/2023Raleigh Capital Management Inc.86,147$3.56M1.8%+9.4%1.212%
12/6/2023VisionPoint Advisory Group LLC3,119$0.13M0.1%+153.4%0.044%
12/6/2023Raleigh Capital Management Inc.86,147$3.56M1.9%+9.4%1.212%
12/5/2023TAP Consulting LLC5,220$0.22M0.1%N/A0.073%
11/16/2023Harbour Investments Inc.131,132$5.41M0.3%+5.4%1.844%
11/15/2023Axxcess Wealth Management LLC103,667$4.28M0.1%+5.7%1.458%
11/13/2023LPL Financial LLC2,187,211$90.27M0.1%+10.0%30.762%
11/13/2023Envestnet Asset Management Inc.993,638$41.01M0.0%-19.4%13.975%
11/13/2023Envestnet Portfolio Solutions Inc.574,377$23.71M0.1%N/A8.078%
11/13/2023Kestra Advisory Services LLC41,646$1.72M0.0%-26.5%0.586%
11/9/2023Atomi Financial Group Inc.11,858$0.49M0.2%-9.1%0.167%
11/9/2023UBS Group AG953$39K0.0%-21.9%0.013%
11/8/2023HighTower Advisors LLC67,581$2.80M0.0%+7.9%0.951%
11/8/2023Atria Wealth Solutions Inc.30,141$1.24M0.0%+29.5%0.424%
11/8/2023Austin Private Wealth LLC41,344$1.71M0.2%+3.5%0.581%
11/4/2023Aspire Private Capital LLC304,722$12.58M4.1%-7.5%4.286%
11/3/2023Private Advisor Group LLC70,455$2.91M0.0%+68.5%0.991%
10/31/2023Triumph Capital Management4,894$0.20M0.1%N/A0.069%
10/26/2023Absolute Capital Management LLC7,465$0.31M0.3%+5.3%0.105%
10/26/2023Park Avenue Securities LLC353,059$14.57M0.2%+6.8%4.966%
10/26/2023Castleview Partners LLC6,736$0.28M0.3%-5.6%0.095%
10/24/2023Cambridge Investment Research Advisors Inc.43,869$1.81M0.0%+3.3%0.617%
10/23/2023Balboa Wealth Partners24,634$1.02M0.4%-2.6%0.346%
10/23/2023Commonwealth Equity Services LLC71,429$2.95M0.0%+304.7%1.005%
10/20/2023Lockerman Financial Group Inc.11,464$0.47M1.3%+50.3%0.161%
10/19/2023Patriot Financial Group Insurance Agency LLC12,687$0.52M0.1%-2.6%0.178%
10/17/2023CreativeOne Wealth LLC62,894$2.60M0.2%+2.9%0.885%
10/13/2023Worth Financial Advisory Group LLC26,499$1.09M1.0%+15.0%0.373%
10/12/2023Richard W. Paul & Associates LLC18,082$0.75M0.3%-18.7%0.254%
10/11/2023AE Wealth Management LLC330,674$13.65M0.1%+3.1%4.651%
10/10/2023Silverlake Wealth Management LLC12,235$0.51M0.3%-7.7%0.172%
10/10/2023Outlook Wealth Advisors LLC42,934$1.77M0.7%-4.6%0.604%
10/5/2023Foundations Investment Advisors LLC98,053$4.05M0.1%+0.6%1.379%
10/5/2023Capital CS Group LLC33,366$1.38M1.6%-10.7%0.469%
9/12/2023Farther Finance Advisors LLC3,153$0.14M0.0%+454.1%0.044%
8/23/2023Rehmann Capital Advisory Group5,607$0.24M0.0%-34.0%0.079%
8/21/2023VisionPoint Advisory Group LLC1,231$53K0.0%N/A0.017%
8/21/2023Osaic Holdings Inc.111,956$4.85M0.0%+19.9%1.575%
8/16/2023CreativeOne Wealth LLC61,124$2.65M0.1%-15.5%0.860%
8/15/2023Integrated Wealth Concepts LLC21,183$0.92M0.0%+7.9%0.298%
8/15/2023Harbour Investments Inc.124,374$5.39M0.3%+1,941.9%1.749%
8/15/2023Castleview Partners LLC7,138$0.31M0.3%+14.8%0.100%
8/14/2023Eqis Capital Management Inc.11,240$0.49M0.1%N/A0.158%
8/11/2023Kestra Advisory Services LLC56,684$2.46M0.0%-0.8%0.797%
8/11/2023PNC Financial Services Group Inc.1,211$53K0.0%N/A0.017%
8/10/2023Osaic Holdings Inc.111,956$4.85M0.0%+19.9%1.575%
8/10/2023GeoWealth Management LLC220,684$9.57M1.0%+8.4%3.104%
8/10/2023Commonwealth Equity Services LLC17,648$0.77M0.0%+132.1%0.248%
8/10/2023Private Advisor Group LLC41,807$1.82M0.0%-2.6%0.588%
8/10/2023Cetera Advisors LLC17,043$0.74M0.0%N/A0.240%
8/10/2023Cetera Advisor Networks LLC7,912$0.34M0.0%+9.6%0.111%
8/10/2023Cetera Investment Advisers33,914$1.47M0.0%+11.2%0.477%
8/9/2023Lokken Investment Group LLC39,102$1.70M1.1%+5.2%0.550%
8/8/2023Aveo Capital Partners LLC13,371$0.58M0.1%+5.9%0.188%
8/8/2023Balboa Wealth Partners25,289$1.10M0.4%+18.9%0.356%
8/4/2023Envestnet Asset Management Inc.1,232,424$53.44M0.0%+25.7%17.334%
8/3/2023Atomi Financial Group Inc.13,042$0.57M0.3%+10.3%0.183%
8/3/2023Atria Wealth Solutions Inc.23,282$1.01M0.0%-11.6%0.327%
8/2/2023Capital Asset Advisory Services LLC5,315$0.23M0.0%-33.6%0.075%
8/2/2023Silver Oak Securities Incorporated12,000$0.52M0.1%N/A0.169%
7/31/2023LPL Financial LLC1,988,309$86.21M0.1%+14.5%32.542%
7/28/2023Worth Financial Advisory Group LLC23,044$1M0.9%+3.2%0.377%
7/27/2023Absolute Capital Management LLC7,088$0.31M0.3%+13.0%0.116%
7/26/2023Raleigh Capital Management Inc.78,765$3.42M1.7%+6.0%1.289%
(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, 86 institutional investors and hedge funds held shares of SPDR SSGA U.S. Sector Rotation ETF. The most heavily invested institutionals were LPL Financial LLC ($90.27M), Envestnet Asset Management Inc. ($47.59M), Envestnet Portfolio Solutions Inc. ($36.38M), Park Avenue Securities LLC ($14.57M), AE Wealth Management LLC ($13.65M), Capitol Family Office Inc. ($13.60M), and Aspire Private Capital LLC ($12.74M).Learn more on XLSR's institutional investors.

Which institutional investors have been buying SPDR SSGA U.S. Sector Rotation ETF stock?

Of the 80 institutional investors that purchased SPDR SSGA U.S. Sector Rotation ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($0.90M), Envestnet Asset Management Inc. ($0.83M), Envestnet Portfolio Solutions Inc. ($0.80M), Capitol Family Office Inc. ($0.38M), Sawtooth Solutions LLC ($0.27M), AE Wealth Management LLC ($0.24M), and Hibernia Wealth Partners LLC ($0.21M).

How much institutional buying is happening at SPDR SSGA U.S. Sector Rotation ETF?

Institutional investors have bought a total of 5,545,370 shares in the last 24 months. This purchase volume represents approximately $229.91M in transactions.

Which SPDR SSGA U.S. Sector Rotation ETF major shareholders have been selling company stock?

Of the 40 institutional investors that sold SPDR SSGA U.S. Sector Rotation ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($0.24M), Sawtooth Solutions LLC ($0.23M), LPL Financial LLC ($69.48K), Aspire Private Capital LLC ($64.33K), Sigma Planning Corp ($27.82K), Cambridge Investment Research Advisors Inc. ($25.96K), and Capital Asset Advisory Services LLC ($23.95K).

How much institutional selling is happening at SPDR SSGA U.S. Sector Rotation ETF?

Institutional investors have sold a total of 838,013 shares in the last 24 months. This volume of shares sold represents approximately $33.53M in transactions.


This page (NYSEARCA:XLSR) was last updated on 2/20/2024 by MarketBeat.com Staff