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SPDR SSGA US Sector Rotation ETF (XLSR) Institutional Ownership

$49.84
+0.66 (+1.34%)
(As of 07/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$130.69M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$16.20M
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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
7/26/2024Worth Financial Advisory Group LLC44,953$2.29M1.5%+8.3%0.433%
7/26/2024Harbour Investments Inc.140,503$7.15M0.2%+11.1%1.355%
7/26/2024Patriot Financial Group Insurance Agency LLC4,926$251K0.0%-5.3%0.048%
7/26/2024Cambridge Investment Research Advisors Inc.33,220$1.69M0.0%-1.7%0.320%
7/23/2024 Richard W. Paul & Associates LLC14,544$740K0.3%-2.3%0.140%
7/22/2024 Atria Wealth Solutions Inc.26,647$1.36M0.0%-17.9%0.257%
7/19/2024 Spectrum Planning & Advisory Services Inc.14,412$733K0.7%N/A0.139%
7/18/2024 Outlook Wealth Advisors LLC39,048$1.99M0.6%-3.4%0.377%
7/17/2024 Lockerman Financial Group Inc.14,145$720K1.3%-2.7%0.136%
7/16/2024 Envestnet Portfolio Solutions Inc.1,229,502$62.57M0.2%+23.9%11.856%
7/16/2024 Maia Wealth LLC6,031$313K0.1%N/A0.058%
7/15/2024 Aspire Private Capital LLC246,411$12.54M3.2%-1.6%2.376%
7/13/2024 Austin Private Wealth LLC51,933$2.64M0.3%-0.5%0.501%
7/13/2024 Capital CS Group LLC8,250$420K0.5%+10.8%0.080%
7/9/2024 Park Avenue Securities LLC394,365$20.07M0.2%+3.3%3.803%
5/24/2024Cetera Advisors LLC49,002$2.44M0.0%-18.6%0.473%
5/24/2024Cetera Investment Advisers107,521$5.36M0.0%+136.5%1.037%
5/20/2024Virtu Financial LLC7,590$378K0.0%N/A0.073%
5/16/2024Global Financial Private Client LLC47,308$2.35M1.0%+15.1%0.456%
5/14/2024Axxcess Wealth Management LLC112,385$5.60M0.2%+10.0%1.084%
5/14/2024CreativeOne Wealth LLC60,914$3.04M0.1%-1.2%0.587%
5/6/2024 Envestnet Portfolio Solutions Inc.991,960$49.46M0.2%+24.8%9.566%
5/4/2024Richardson Financial Services Inc.2,141$107K0.1%N/A0.021%
5/3/2024Absolute Capital Management LLC8,793$438K0.3%-10.3%0.085%
5/1/2024 Janney Montgomery Scott LLC5,125$256K0.0%N/A0.049%
5/1/2024Worth Financial Advisory Group LLC41,492$2.07M1.4%+45.7%0.400%
4/30/2024Private Advisor Group LLC119,459$5.96M0.0%+4.7%1.152%
4/25/2024Triumph Capital Management8,563$426K0.2%+6.0%0.085%
4/25/2024Cambridge Investment Research Advisors Inc.33,796$1.69M0.0%-5.7%0.336%
4/23/2024TAP Consulting LLC100,447$5.01M1.1%+0.4%0.998%
4/22/2024 Outlook Wealth Advisors LLC40,435$2.02M0.6%-2.7%0.402%
4/18/2024Silverlake Wealth Management LLC11,530$575K0.3%-5.2%0.115%
4/18/2024Iams Wealth Management LLC8,600$415K0.3%N/A0.085%
4/16/2024 Capital Asset Advisory Services LLC12,198$602K0.0%+140.2%0.121%
4/16/2024Mosley Wealth Management104,923$5.23M4.9%+16.6%1.043%
4/12/2024 Austin Private Wealth LLC52,173$2.58M0.3%+25.9%0.734%
4/11/2024 Capital CS Group LLC7,449$371K0.4%N/A0.105%
4/10/2024 Park Avenue Securities LLC381,687$19.03M0.2%+4.8%5.368%
2/21/2024Raleigh Capital Management Inc.89,611$4.10M1.9%+4.0%1.260%
2/16/2024Harbour Investments Inc.126,335$5.78M0.2%-3.7%1.777%
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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%
2/9/2024Cambridge 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$390K0.0%+45.2%0.120%
2/8/2024Foundations Investment Advisors LLC97,544$4.57M0.1%-0.5%1.372%
2/7/2024 Envestnet Portfolio Solutions Inc.795,142$36.38M0.2%+38.4%11.183%
2/7/2024VisionPoint Advisory Group LLC5,158$236K0.1%+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$650K0.1%+6.5%0.200%
2/5/2024Triumph Capital Management8,079$370K0.2%+65.1%0.114%
2/5/2024 Silver Oak Securities Incorporated12,451$570K0.1%+3.8%0.175%
2/2/2024Absolute Capital Management LLC9,802$449K0.4%+31.3%0.138%
2/2/2024TAP Consulting LLC100,002$4.58M1.1%+1,815.7%1.406%
2/2/2024 Atria Wealth Solutions Inc.31,276$1.43M0.0%+3.8%0.440%
2/1/2024 Aspire Private Capital LLC278,403$12.74M3.8%-8.6%3.916%
1/30/2024 Lunt Capital Management Inc.4,879$223K0.1%N/A0.069%
1/29/2024 Outlook Wealth Advisors LLC41,553$1.90M0.7%-3.2%0.584%
1/23/2024 Richard W. Paul & Associates LLC16,798$769K0.3%-7.1%0.236%
1/19/2024Worth Financial Advisory Group LLC28,486$1.30M1.0%+7.5%0.401%
1/19/2024 Hibernia Wealth Partners LLC214,986$9.84M7.4%N/A3.024%
1/19/2024Patriot Financial Group Insurance Agency LLC10,328$473K0.1%-18.6%0.145%
1/18/2024 Lockerman Financial Group Inc.14,524$665K1.5%+26.7%0.204%
1/18/2024 Spectrum Planning & Advisory Services Inc.11,079$507K0.7%+35.2%0.156%
1/9/2024 Capital Asset Advisory Services LLC5,079$232K0.0%-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$129K0.1%+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$215K0.1%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%
11/13/2023 Envestnet 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$489K0.2%-9.1%0.167%
11/8/2023HighTower Advisors LLC67,581$2.80M0.0%+7.9%0.951%
11/8/2023 Atria Wealth Solutions Inc.30,141$1.24M0.0%+29.5%0.424%
11/8/2023 Austin Private Wealth LLC41,344$1.71M0.2%+3.5%0.581%
11/4/2023 Aspire 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$202K0.1%N/A0.069%
10/26/2023Absolute Capital Management LLC7,465$308K0.3%+5.3%0.105%
10/26/2023 Park Avenue Securities LLC353,059$14.57M0.2%+6.8%4.966%
10/26/2023Castleview Partners LLC6,736$278K0.3%-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%
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10/23/2023Commonwealth Equity Services LLC71,429$2.95M0.0%+304.7%1.005%
10/20/2023 Lockerman Financial Group Inc.11,464$473K1.3%+50.3%0.161%
10/19/2023Patriot Financial Group Insurance Agency LLC12,687$524K0.1%-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%
10/12/2023 Richard W. Paul & Associates LLC18,082$746K0.3%-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$505K0.3%-7.7%0.172%
10/10/2023 Outlook 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%
(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, 80 institutional investors and hedge funds held shares of SPDR SSGA US Sector Rotation ETF. The most heavily invested institutionals were LPL Financial LLC ($90.27M), Envestnet Portfolio Solutions Inc. ($62.57M), Envestnet Asset Management Inc. ($41.01M), Park Avenue Securities LLC ($20.07M), AE Wealth Management LLC ($13.65M), Capitol Family Office Inc. ($13.60M), and Aspire Private Capital LLC ($12.54M).Learn more on XLSR's institutional investors.

Which institutional investors have been buying SPDR SSGA US Sector Rotation ETF stock?

Of the 74 institutional investors that purchased SPDR SSGA US Sector Rotation ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Portfolio Solutions Inc. ($1.23M), LPL Financial LLC ($900.79K), Envestnet Asset Management Inc. ($743.37K), Hibernia Wealth Partners LLC ($214.99K), AE Wealth Management LLC ($206.21K), Private Advisor Group LLC ($137.89K), and Park Avenue Securities LLC ($122.10K).

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

Institutional investors have bought a total of 4,973,876 shares in the last 24 months. This purchase volume represents approximately $210.92M in transactions.

Which SPDR SSGA US Sector Rotation ETF major shareholders have been selling company stock?

Of the 37 institutional investors that sold SPDR SSGA US 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. ($238.79K), Sawtooth Solutions LLC ($169.65K), LPL Financial LLC ($69.48K), Aspire Private Capital LLC ($68.24K), Sigma Planning Corp ($27.82K), Capital Asset Advisory Services LLC ($22.61K), and Cambridge Investment Research Advisors Inc. ($19.75K).

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

Institutional investors have sold a total of 745,461 shares in the last 24 months. This volume of shares sold represents approximately $30.02M in transactions.


This page (NYSEARCA:XLSR) was last updated on 7/26/2024 by MarketBeat.com Staff

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