Free Trial

SPDR SSGA US Sector Rotation ETF (XLSR) Institutional Ownership

SPDR SSGA US Sector Rotation ETF logo
$48.22 -0.03 (-0.06%)
As of 04/15/2025 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)
62
Total
Institutional Inflows
(last 12 months)
$140.35M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$22.08M
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.

Skip Chart & View Institutional Buying and Selling Data

XLSR Institutional Buying and Selling by Quarter

Remove Ads

SPDR SSGA US Sector Rotation ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Kelly Financial Services LLC11,480$583K0.2%-31.7%0.089%
4/14/2025 International Private Wealth Advisors LLC55,400$2.81M2.7%+12.0%0.428%
4/14/2025 Farther Finance Advisors LLC1,424$73K0.0%-28.0%0.011%
4/14/2025 Outlook Wealth Advisors LLC39,687$2.02M0.6%+5.0%0.306%
4/14/2025 Park Avenue Securities LLC430,923$21.88M0.3%+2.5%3.328%
4/11/2025 Signal Advisors Wealth LLC172,049$8.74M0.9%+6.0%1.329%
4/10/2025 Iams Wealth Management LLC29,064$1.48M0.7%+3.0%0.224%
4/9/2025 Capital Asset Advisory Services LLC14,411$740K0.0%+4.9%0.111%
4/9/2025 Capital CS Group LLC10,066$511K0.8%+14.1%0.078%
4/8/2025 Private Client Services LLC6,824$346K0.2%+3.8%0.053%
4/8/2025 Global Financial Private Client LLC51,077$2.59M1.0%+3.0%0.394%
3/24/2025Mascagni Wealth Management Inc.4,509$241K0.2%N/A0.035%
3/19/2025M1 Capital Management LLC5,377$287K0.2%N/A0.042%
2/25/2025Armis Advisers LLC19,889$1.06M0.1%N/A0.156%
2/18/2025First Heartland Consultants Inc.5,242$280K0.0%+8.3%0.051%
2/17/2025Cetera Investment Advisers92,244$4.93M0.0%-0.9%0.890%
2/14/2025Triumph Capital Management8,716$466K0.2%-17.5%0.084%
2/14/2025Stifel Financial Corp10,041$537K0.0%-3.3%0.097%
2/14/2025Transce3nd LLC4,865$260K0.1%N/A0.047%
2/14/2025GeoWealth Management LLC276,635$14.78M0.5%-4.8%2.668%
2/13/2025NewEdge Advisors LLC241,745$12.92M0.1%+0.5%2.331%
2/13/2025CreativeOne Wealth LLC85,090$4.55M0.1%+23.1%0.821%
2/13/2025Mariner LLC212,551$11.36M0.0%+12.9%2.050%
2/13/2025Kraft Davis & Associates LLC83,712$4.60M1.3%+1,929.4%0.807%
2/13/2025Envestnet Asset Management Inc.1,370,132$73.22M0.0%+16.7%13.212%
2/12/2025Lokken Investment Group LLC48,466$2.59M1.1%-6.9%0.467%
2/12/2025Worth Financial Advisory Group LLC42,477$2.27M1.4%-11.3%0.410%
2/11/2025LPL Financial LLC4,142,278$221.36M0.1%+2.5%39.945%
2/11/2025Mosley Wealth Management182,674$10.04M6.3%+13.2%1.762%
2/11/2025Absolute Capital Management LLC10,158$545K0.3%+4.0%0.098%
2/11/2025TAP Consulting LLC104,134$5.57M1.1%+3.1%1.004%
2/10/2025Axxcess Wealth Management LLC97,104$5.19M0.1%-9.5%0.936%
2/10/2025Harbour Investments Inc.167,704$8.96M0.3%+0.7%1.617%
2/10/2025Envestnet Portfolio Solutions Inc.1,654,622$88.42M0.3%+8.4%15.956%
2/10/2025Commonwealth Equity Services LLC68,225$3.65M0.0%+1.1%0.658%
2/10/2025Balboa Wealth Partners28,725$1.54M0.4%-5.7%0.277%
2/10/2025 Farther Finance Advisors LLC1,978$106K0.0%+24.3%0.019%
2/7/2025HighTower Advisors LLC89,724$4.80M0.0%-1.4%0.865%
2/7/2025Novus Advisors LLC54,915$2.94M2.9%N/A0.530%
2/6/2025Atria Investments Inc6,545$350K0.0%-34.5%0.063%
Could this be the start of AI’s Second Wind? (Ad)

We're living in unprecedented times. Most people think it's too late to get into AI right now … That the biggest profits are already off the table.

If you have any kind of money in the stock market … Click here to learn more — before it's too late
2/5/2025Smartleaf Asset Management LLC3,059$164K0.0%+88.4%0.029%
2/5/2025Sharkey Howes & Javer158,314$8.46M1.2%+10.9%1.527%
2/5/2025Richard W. Paul & Associates LLC12,449$665K0.2%-10.6%0.120%
2/3/2025Private Advisor Group LLC100,658$5.38M0.0%+3.3%0.971%
1/31/2025Atria Wealth Solutions Inc.26,364$1.41M0.0%-4.2%0.254%
1/31/2025Truist Financial Corp6,359$340K0.0%-4.6%0.061%
1/31/2025Sanctuary Advisors LLC115,180$6.37M0.0%+1.4%1.111%
1/30/2025Allworth Financial LP6,814$377K0.0%N/A0.066%
1/30/2025Principal Securities Inc.12,957$692K0.0%-5.2%0.125%
1/30/2025Aveo Capital Partners LLC21,975$1.17M0.1%-5.4%0.212%
1/29/2025Gladstone Institutional Advisory LLC14,730$787K0.0%+30.7%0.142%
1/29/2025MeadowBrook Investment Advisors LLC2,509$134K0.1%N/A0.024%
1/29/2025Hibernia Wealth Partners LLC218,473$11.68M7.6%-51.0%2.107%
1/29/2025Authentikos Wealth Advisory LLC105,792$5.65M5.6%-2.8%1.020%
1/29/2025True Vision MN LLC4,545$243K0.1%-6.6%0.044%
1/29/2025 International Private Wealth Advisors LLC49,445$2.64M2.6%+30.2%0.477%
1/28/2025Landmark Wealth Management Inc.235,066$12.56M6.1%+0.9%2.267%
1/27/2025Silverlake Wealth Management LLC9,010$481K0.2%-2.7%0.087%
1/24/2025Richardson Financial Services Inc.2,109$113K0.1%-50.3%0.020%
1/23/2025Austin Private Wealth LLC64,739$3.46M0.3%+17.9%0.624%
1/23/2025 Iams Wealth Management LLC28,213$1.51M0.7%+9.1%0.272%
1/22/2025Spectrum Planning & Advisory Services Inc.15,578$832K0.7%-3.4%0.150%
1/22/2025Foundations Investment Advisors LLC181,254$9.69M0.2%+16.1%1.748%
1/22/2025 Capital Asset Advisory Services LLC13,736$741K0.0%-3.3%0.132%
1/17/2025Raleigh Capital Management Inc.115,584$6.18M2.4%+1.0%1.115%
1/17/2025Aspire Private Capital LLC234,857$12.55M3.1%-8.6%2.265%
1/17/2025Atomi Financial Group Inc.7,890$422K0.0%-43.9%0.076%
1/16/2025Kelly Financial Services LLC16,811$898K0.3%-44.5%0.162%
1/15/2025 J2 Capital Management Inc4,241$227K0.2%N/A0.041%
1/14/2025 Outlook Wealth Advisors LLC37,789$2.02M0.6%-5.7%0.364%
1/14/2025 Park Avenue Securities LLC420,225$22.46M0.2%+2.8%4.052%
1/14/2025 Capital CS Group LLC8,820$471K0.6%+12.5%0.085%
1/14/2025 Global Financial Private Client LLC49,593$2.65M1.0%+2.3%0.478%
1/14/2025 Signal Advisors Wealth LLC162,283$8.67M1.0%+3,400.5%1.565%
1/8/2025 Private Client Services LLC6,575$351K0.2%-4.7%0.063%
11/25/2024Sanctuary Advisors LLC113,616$6.18M0.0%+19.8%1.096%
11/15/2024Stifel Financial Corp10,387$538K0.0%+14.7%0.100%
11/15/2024HighTower Advisors LLC91,031$4.73M0.0%+5.3%0.878%
11/15/2024Hilltop Holdings Inc.23,787$1.23M0.1%N/A0.229%
11/14/2024CreativeOne Wealth LLC69,095$3.58M0.1%+19.1%0.666%
11/12/2024Nwam LLC5,073$263K0.0%N/A0.049%
11/9/2024LPL Financial LLC4,039,488$209.39M0.1%+4.3%38.954%
11/8/2024Kraft Davis & Associates LLC4,125$214K0.1%N/A0.040%
11/8/2024Spectrum Planning & Advisory Services Inc.16,129$836K0.8%+11.9%0.156%
11/6/2024Balboa Wealth Partners30,447$1.58M0.4%+3.9%0.294%
11/6/2024 International Private Wealth Advisors LLC37,962$1.97M2.9%+32.3%0.366%
11/5/2024First Heartland Consultants Inc.4,840$251K0.0%N/A0.047%
11/5/2024Verus Capital Partners LLC4,361$226K0.0%-12.2%0.042%
11/5/2024Harbour Investments Inc.166,516$8.63M0.3%+18.5%1.606%
11/4/2024Axxcess Wealth Management LLC107,304$5.56M0.1%-2.7%1.035%
Trump’s betrayal exposed (Ad)

Whether you agree with the plan or not doesn’t matter. It’s happening. The only question is – are you ready for it?

Click here to find out how to survive “Trump’s Reset”
11/1/2024Atria Investments Inc9,997$518K0.0%+16.8%0.096%
10/30/2024Austin Private Wealth LLC54,922$2.85M0.3%+5.8%0.530%
10/29/2024 Farther Finance Advisors LLC1,591$82K0.0%-35.2%0.015%
10/28/2024Gladstone Institutional Advisory LLC11,270$584K0.0%-17.7%0.109%
10/25/2024Worth Financial Advisory Group LLC47,862$2.48M1.5%+6.5%0.462%
10/24/2024 Patriot Financial Group Insurance Agency LLC4,431$230K0.0%-10.0%0.043%
10/24/2024Hibernia Wealth Partners LLC445,909$23.11M6.9%+2.2%4.300%
10/24/2024Richardson Financial Services Inc.4,243$218K0.1%+98.8%0.041%
10/23/2024 Outlook Wealth Advisors LLC40,064$2.08M0.6%+2.6%0.386%
10/22/2024Private Advisor Group LLC97,402$5.05M0.0%-19.6%0.939%
(Data available from 1/1/2016 forward)

Remove Ads

XLSR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLSR shares?

During the previous two years, 92 institutional investors and hedge funds held shares of SPDR SSGA US Sector Rotation ETF. The most heavily invested institutionals were LPL Financial LLC ($221.36M), Envestnet Portfolio Solutions Inc. ($88.42M), Envestnet Asset Management Inc. ($73.22M), Park Avenue Securities LLC ($21.88M), GeoWealth Management LLC ($14.78M), NewEdge Advisors LLC ($12.92M), and Landmark Wealth Management Inc. ($12.56M).Learn more on XLSR's institutional investors.

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

Of the 82 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. ($1.36M), LPL Financial LLC ($1.10M), Envestnet Asset Management Inc. ($616.77K), Hibernia Wealth Partners LLC ($224.67K), Foundations Investment Advisors LLC ($172.05K), Signal Advisors Wealth LLC ($167.41K), and Sharkey Howes & Javer ($158.31K).

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

Institutional investors have bought a total of 5,556,308 shares in the last 24 months. This purchase volume represents approximately $262.60M in transactions.

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

Of the 51 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), Hibernia Wealth Partners LLC ($227.44K), Aspire Private Capital LLC ($90.23K), LPL Financial LLC ($69.48K), Private Advisor Group LLC ($24.92K), Kelly Financial Services LLC ($18.83K), and Axxcess Wealth Management LLC ($16.74K).

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

Institutional investors have sold a total of 874,383 shares in the last 24 months. This volume of shares sold represents approximately $41.15M in transactions.



This page (NYSEARCA:XLSR) was last updated on 4/16/2025 by MarketBeat.com Staff
From Our Partners