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SPDR SSGA US Sector Rotation ETF (XLSR) Institutional Ownership

SPDR SSGA US Sector Rotation ETF logo
$57.44 +0.98 (+1.74%)
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)
76
Total
Institutional Inflows
(last 12 months)
$162.32M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$30.92M
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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
8/15/2025 Smartleaf Asset Management LLC5,371$294K0.0%+18.9%0.039%
8/15/2025 MML Investors Services LLC30,863$1.70M0.0%N/A0.224%
8/14/2025 Raymond James Financial Inc.5,189$285K0.0%N/A0.038%
8/14/2025 NewEdge Advisors LLC285,889$15.70M0.1%+2.6%2.072%
8/14/2025 Transce3nd LLC3,786$208K0.1%+8.7%0.027%
8/13/2025 VestGen Advisors LLC15,382$858K0.0%+40.8%0.111%
8/13/2025 Northwestern Mutual Wealth Management Co.1,669$92K0.0%+34.2%0.012%
8/12/2025 CreativeOne Wealth LLC104,843$5.76M0.2%+5.9%0.760%
8/12/2025 Richard W. Paul & Associates LLC12,002$659K0.2%-5.8%0.087%
8/12/2025 Absolute Capital Management LLC11,275$619K0.3%+6.8%0.082%
8/11/2025 Outlook Wealth Advisors LLC39,102$2.15M0.6%-1.5%0.283%
8/8/2025 Kingsview Wealth Management LLC4,635$255K0.0%-55.8%0.034%
8/8/2025 Cetera Investment Advisers137,575$7.56M0.0%+21.5%0.997%
8/8/2025 Foundations Investment Advisors LLC209,026$11.48M0.2%+10.2%1.515%
8/8/2025 Hibernia Wealth Partners LLC420,646$23.10M7.5%+98.9%3.048%
8/7/2025 Allworth Financial LP4,061$223K0.0%-38.3%0.029%
8/6/2025 AE Wealth Management LLC117,311$6.44M0.0%+10.7%0.850%
8/5/2025 Landmark Wealth Management Inc.264,502$14.53M6.2%+4.3%1.917%
8/4/2025 Creative Financial Designs Inc. ADV2,545$140K0.0%+65.3%0.018%
8/4/2025 FWG Investments LLC.11,962$657K0.5%-3.4%0.087%
8/4/2025 Atria Investments Inc7,776$427K0.0%-18.4%0.056%
8/1/2025 Austin Private Wealth LLC304,084$16.70M1.3%+70.6%2.204%
8/1/2025 Envestnet Asset Management Inc.1,639,645$90.05M0.0%+12.2%11.881%
7/29/2025 Balboa Wealth Partners29,710$1.63M0.3%-2.6%0.215%
7/29/2025 Stratos Wealth Partners LTD.14,487$796K0.0%N/A0.105%
7/29/2025 Kraft Davis & Associates LLC5,945$334K0.1%+17.6%0.043%
7/28/2025 Harbour Investments Inc.172,402$9.47M0.2%-0.2%1.250%
7/28/2025 Axxcess Wealth Management LLC95,282$5.23M0.1%-5.3%0.691%
7/25/2025 NorthRock Partners LLC6,864$377K0.0%-67.8%0.050%
7/25/2025 Envestnet Portfolio Solutions Inc.1,907,224$104.75M0.4%+9.1%13.851%
7/24/2025 Croban23,586$1.30M1.1%+4.8%0.171%
7/24/2025 M1 Capital Management LLC5,081$279K0.1%-10.2%0.037%
7/24/2025 Lokken Investment Group LLC17,612$967K0.4%-2.6%0.128%
7/21/2025 Patriot Financial Group Insurance Agency LLC3,862$212K0.0%N/A0.028%
7/18/2025 Truist Financial Corp6,986$384K0.0%+8.0%0.051%
7/18/2025 Lockerman Financial Group Inc.37,096$2.04M2.7%+6.6%0.270%
7/17/2025 Raleigh Capital Management Inc.130,338$7.16M3.0%+2.3%0.952%
7/17/2025 Kelly Financial Services LLC10,936$601K0.2%-4.7%0.080%
7/15/2025 Spectrum Planning & Advisory Services Inc.15,938$875K0.6%+2.2%0.116%
7/14/2025 Capital CS Group LLC9,359$514K0.8%-7.0%0.068%
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7/14/2025 Iams Wealth Management LLC30,058$1.65M0.8%+3.4%0.220%
7/14/2025 Park Avenue Securities LLC443,412$24.35M0.2%+2.9%3.239%
7/11/2025 Farther Finance Advisors LLC1,752$96K0.0%+23.0%0.013%
7/11/2025 International Private Wealth Advisors LLC58,091$3.19M2.7%+4.9%0.426%
7/10/2025 Global Financial Private Client LLC55,312$3.04M1.1%+8.3%0.405%
7/10/2025 Sharkey Howes & Javer166,085$9.12M1.2%+3.1%1.217%
7/10/2025 Signal Advisors Wealth LLC188,472$10.35M0.8%+9.5%1.381%
7/7/2025 Capital Asset Advisory Services LLC12,340$678K0.0%-14.4%0.090%
7/1/2025 Private Client Services LLC5,790$318K0.1%-15.2%0.044%
5/19/2025 Jane Street Group LLC11,768$597K0.0%N/A0.088%
5/16/2025 NewEdge Advisors LLC278,772$14.15M0.1%+15.3%2.080%
5/15/2025 Royal Bank of Canada21,403$1.09M0.0%+1.2%0.160%
5/15/2025 TD Capital Management LLC1,365$69K0.0%-55.4%0.010%
5/14/2025 CreativeOne Wealth LLC98,968$5.03M0.2%+16.3%0.739%
5/14/2025 FWG Investments LLC.12,388$629K0.7%-30.3%0.092%
5/14/2025 Synovus Financial Corp6,681$339K0.0%N/A0.050%
5/14/2025 Smartleaf Asset Management LLC4,516$228K0.0%+47.6%0.034%
5/14/2025 Northwestern Mutual Wealth Management Co.1,244$63K0.0%-16.1%0.009%
5/14/2025 Kestra Advisory Services LLC27,521$1.40M0.0%+2.9%0.205%
5/14/2025 Compound Planning Inc.6,853$348K0.0%-13.1%0.051%
5/13/2025 HighTower Advisors LLC90,240$4.58M0.0%+0.6%0.673%
5/12/2025 Virtu Financial LLC20,512$1.04M0.1%N/A0.153%
5/12/2025 Townsquare Capital LLC8,253$419K0.0%N/A0.062%
5/9/2025 Atria Wealth Solutions Inc.23,915$1.21M0.0%-9.3%0.181%
5/9/2025 Novus Advisors LLC57,674$2.93M3.0%+5.0%0.438%
5/8/2025 Harbour Investments Inc.172,661$8.77M0.3%+3.0%1.310%
5/8/2025 NorthRock Partners LLC21,297$1.08M0.0%N/A0.162%
5/8/2025 FSA Advisors Inc.7,475$379K0.3%+4.5%0.057%
5/7/2025 Foundations Investment Advisors LLC189,601$9.63M0.2%+4.6%1.439%
5/7/2025 LPL Financial LLC4,333,078$219.99M0.1%+4.6%32.876%
5/6/2025 Cetera Investment Advisers113,194$5.75M0.0%+22.7%0.859%
5/6/2025 AE Wealth Management LLC105,950$5.38M0.0%+11.9%0.804%
5/6/2025 Landmark Wealth Management Inc.253,644$12.88M6.1%+7.9%1.924%
5/6/2025 M1 Capital Management LLC5,658$287K0.2%+5.2%0.043%
5/6/2025 Triumph Capital Management11,167$567K0.2%+28.1%0.085%
5/5/2025 Private Advisor Group LLC65,828$3.34M0.0%-34.6%0.499%
5/5/2025 Nwam LLC5,408$275K0.0%+6.6%0.041%
5/5/2025 Transce3nd LLC3,484$177K0.1%-28.4%0.026%
5/2/2025 Kingsview Wealth Management LLC10,487$532K0.0%N/A0.080%
5/2/2025 Lokken Investment Group LLC18,077$918K0.4%-62.7%0.137%
5/1/2025 Croban22,495$1.14M1.1%N/A0.171%
4/30/2025 Sharkey Howes & Javer161,014$8.18M1.2%+1.7%1.222%
4/30/2025 Allworth Financial LP6,578$323K0.0%-3.5%0.050%
4/30/2025 True Vision MN LLC7,563$384K0.2%+66.4%0.057%
4/30/2025 Axxcess Wealth Management LLC100,663$5.11M0.1%+3.7%0.764%
4/29/2025 Raleigh Capital Management Inc.127,350$6.47M2.9%+10.2%0.966%
4/29/2025 Envestnet Asset Management Inc.1,461,878$74.22M0.0%+6.7%11.092%
4/24/2025 Hibernia Wealth Partners LLC211,492$10.74M7.6%-3.2%1.605%
4/24/2025 Kraft Davis & Associates LLC5,056$239K0.1%-94.0%0.038%
4/23/2025 Creative Financial Designs Inc. ADV1,540$78K0.0%N/A0.012%
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4/23/2025 Balboa Wealth Partners30,509$1.55M0.4%+6.2%0.231%
4/22/2025 Cambridge Investment Research Advisors Inc.33,947$1.72M0.0%+3.2%0.258%
4/22/2025 Aspire Private Capital LLC230,882$11.72M2.9%-1.7%1.752%
4/22/2025 Worth Financial Advisory Group LLC35,134$1.78M1.1%-17.3%0.267%
4/22/2025 Castleview Partners LLC5,806$295K0.2%-40.6%0.044%
4/21/2025 Envestnet Portfolio Solutions Inc.1,748,015$88.75M0.3%+5.6%13.263%
4/17/2025 Lockerman Financial Group Inc.34,791$1.77M2.7%+147.9%0.269%
4/15/2025 Kelly 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%
(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, 101 institutional investors and hedge funds held shares of SPDR SSGA US Sector Rotation ETF. The most heavily invested institutionals were LPL Financial LLC ($219.99M), Envestnet Portfolio Solutions Inc. ($104.75M), Envestnet Asset Management Inc. ($90.05M), Park Avenue Securities LLC ($24.35M), Hibernia Wealth Partners LLC ($23.10M), Austin Private Wealth LLC ($16.70M), and NewEdge Advisors LLC ($15.70M).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 86 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. ($1.61M), LPL Financial LLC ($1.04M), Envestnet Asset Management Inc. ($501.47K), Hibernia Wealth Partners LLC ($433.82K), Signal Advisors Wealth LLC ($183.84K), Sharkey Howes & Javer ($166.09K), and Mosley Wealth Management ($155.81K).

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

Institutional investors have bought a total of 3,067,085 shares in the last 24 months. This purchase volume represents approximately $162.32M in transactions.

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

Of the 46 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 ($234.42K), Kraft Davis & Associates LLC ($78.66K), Private Advisor Group LLC ($58.64K), Lokken Investment Group LLC ($34.43K), Aspire Private Capital LLC ($25.96K), Kelly Financial Services LLC ($19.38K), and Axxcess Wealth Management LLC ($18.52K).

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

Institutional investors have sold a total of 587,872 shares in the last 24 months. This volume of shares sold represents approximately $30.92M in transactions.



This page (NYSEARCA:XLSR) was last updated on 8/22/2025 by MarketBeat.com Staff
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