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SPDR SSGA US Sector Rotation ETF (XLSR) Institutional Ownership

SPDR SSGA US Sector Rotation ETF logo
$63.66 +0.60 (+0.95%)
As of 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)
88
Total
Institutional Inflows
(last 12 months)
$168.71M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$33.50M
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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
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%
4/30/2026 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%
4/27/2026 Integrity 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%
4/17/2026 Outlook Wealth Advisors LLC37,126$2.14M0.5%+3.3%0.252%
4/16/2026 True 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%
2/18/2026Virtue 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%
2/17/2026 Private Advisor Group LLC88,270$5.50M0.0%+16.3%0.606%
2/17/2026Royal Bank of Canada12,587$784K0.0%+15.4%0.086%
2/16/2026 MML 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%
2/13/2026 Kestra 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%
2/13/2026 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%
2/13/2026Wells 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%
2/12/2026 Commonwealth 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%
2/11/2026 Outlook 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%
2/6/2026 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%
2/6/2026HighTower 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%
2/4/2026 World Investment Advisors20,957$1.31M0.0%N/A0.144%
2/2/2026 Truist Financial Corp7,282$454K0.0%+6.1%0.050%
2/2/2026FSA Advisors Inc.9,345$582K0.1%N/A0.064%
1/30/2026 Sigma Planning Corp3,405$212K0.0%N/A0.023%
1/29/2026Quest 10 Wealth Builders Inc.950$59K0.1%+97.5%0.007%
1/29/2026Sanctuary 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%
1/26/2026AE 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%
1/21/2026 Lockerman Financial Group Inc.37,878$2.36M4.5%+2.5%0.261%
1/20/2026Austin Private Wealth LLC342,395$21.34M1.6%+2.9%2.363%
1/20/2026 J2 Capital Management Inc6,345$395K0.3%-3.6%0.044%
1/20/2026 Stratos Wealth Partners LTD.13,158$820K0.0%-1.6%0.091%
1/20/2026 October Effect Ltd19,954$1.24M1.4%+12.9%0.138%
1/16/2026 Balboa Wealth Partners27,798$1.73M0.3%-2.8%0.193%
1/16/2026 Worth Financial Advisory Group LLC35,303$2.20M1.1%-1.0%0.245%
1/16/2026 Aspire Private Capital LLC205,449$12.80M2.8%-4.5%1.425%
1/14/2026 True Vision MN LLC7,757$483K0.2%+3.7%0.054%
1/14/2026 International Private Wealth Advisors LLC63,061$3.93M2.5%+3.0%0.437%
1/13/2026Dakota Wealth Management15,367$957K0.0%N/A0.107%
1/13/2026 Sharkey Howes & Javer97,171$6.06M0.8%-27.7%0.679%
1/13/2026 Kelly Financial Services LLC9,720$606K0.2%-8.3%0.068%
1/13/2026 Signal Advisors Wealth LLC195,986$12.21M1.0%+0.6%1.369%
1/12/2026 Castleview Partners LLC5,433$339K0.2%-7.8%0.038%
1/12/2026 Spinnaker Investment Group LLC13,373$833K0.2%+10.1%0.093%
1/9/2026 Silverlake Wealth Management LLC6,593$411K0.1%-2.7%0.046%


XLSR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLSR shares?

During the previous two years, 122 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.

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

Of the 106 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 Portfolio Solutions Inc. ($946.09K), LPL Financial LLC ($893.62K), Envestnet Asset Management Inc. ($702.09K), Hibernia Wealth Partners LLC ($420.48K), Mosley Wealth Management ($250.11K), Signal Advisors Wealth LLC ($219.67K), and Austin Private Wealth LLC ($176.94K).

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

Institutional investors have bought a total of 2,910,828 shares in the last 24 months. This purchase volume represents approximately $168.71M in transactions.

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

Of the 50 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), Sharkey Howes & Javer ($68.91K), Axxcess Wealth Management LLC ($28.82K), Virtue Capital Management LLC ($26.54K), Harbour Investments Inc. ($25.08K), Merit Financial Group LLC ($23.60K), and NewEdge Advisors LLC ($22.82K).

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

Institutional investors have sold a total of 558,475 shares in the last 24 months. This volume of shares sold represents approximately $33.50M in transactions.



This page (NYSEARCA:XLSR) was last updated on 5/5/2026 by MarketBeat.com Staff.
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