Free Trial
→ Tim Sykes’ Urgent Trade Alert: “Make this move now” (From Timothy Sykes) (Ad) Free XLSR Stock Alerts

SPDR SSGA US Sector Rotation ETF (XLSR) Institutional Ownership

$52.09
+0.38 (+0.73%)
(As of 10:59 AM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$143.62M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$17.08M
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

SPDR SSGA US Sector Rotation ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
11/1/2024 Atria Investments Inc9,997$518K0.0%+16.8%0.096%
10/30/2024 Austin 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%
10/28/2024 Gladstone Institutional Advisory LLC11,270$584K0.0%-17.7%0.109%
10/25/2024 Worth 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%
10/24/2024 Hibernia Wealth Partners LLC445,909$23.11M6.9%+2.2%4.300%
10/24/2024 Richardson 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%
10/22/2024 Private Advisor Group LLC97,402$5.05M0.0%-19.6%0.939%
10/21/2024 Foundations Investment Advisors LLC156,142$8.09M0.2%+15.2%1.506%
10/21/2024 Raleigh Capital Management Inc.114,456$5.93M2.3%+15.8%1.104%
10/21/2024 Sharkey Howes & Javer142,778$7.40M1.1%N/A1.377%
10/21/2024 Castleview Partners LLC9,310$483K0.3%-32.6%0.090%
10/17/2024Richard W. Paul & Associates LLC13,930$722K0.3%-4.2%0.134%
10/11/2024 Iams Wealth Management LLC25,863$1.34M0.7%+39.8%0.249%
10/10/2024 Silverlake Wealth Management LLC9,258$480K0.2%-6.6%0.089%
10/9/2024 TAP Consulting LLC101,014$5.24M1.0%+1.4%0.974%
10/9/2024 Kelly Financial Services LLC30,314$1.57M0.6%+3.3%0.292%
10/8/2024 Atomi Financial Group Inc.14,062$729K0.0%-8.9%0.136%
10/5/2024 Capital CS Group LLC7,838$406K0.5%-5.0%0.076%
10/3/2024 Apella Capital LLC28,363$1.46M0.1%-1.9%0.274%
10/3/2024 Park Avenue Securities LLC408,809$21.18M0.2%+3.7%3.942%
9/5/2024Sanctuary Advisors LLC94,877$4.57M0.0%N/A0.915%
8/22/2024Cetera Investment Advisers95,183$4.84M0.0%-11.5%0.918%
8/21/2024Truist Financial Corp6,490$330K0.0%-12.1%0.063%
8/16/2024NewEdge Advisors LLC214,639$10.92M0.1%+5.2%2.070%
8/16/2024 Creative Planning6,840$348K0.0%+4.6%0.066%
8/13/2024AE Wealth Management LLC88,843$4.52M0.0%+11.3%0.857%
8/12/2024Lokken Investment Group LLC52,115$2.65M1.2%+0.8%0.503%
8/12/2024True Vision MN LLC4,868$248K0.2%N/A0.047%
8/10/2024Axxcess Wealth Management LLC110,247$5.61M0.1%-1.9%1.063%
8/8/2024Envestnet Asset Management Inc.1,105,427$56.26M0.0%+3.3%10.660%
8/8/2024LPL Financial LLC3,873,118$197.10M0.1%+10.8%37.349%
8/6/2024 TAP Consulting LLC99,572$5.07M1.1%-0.9%0.960%
8/6/2024Mosley Wealth Management134,499$6.85M5.8%+28.2%1.297%
8/5/2024 Private Advisor Group LLC121,215$6.17M0.0%+1.5%1.169%
Tim Sykes’ Urgent Trade Alert: “Make this move now” (Ad)

Tim Sykes - the world’s most apolitical Millionaire trader - just sat down for an urgent election interview… Breaking down the ONE MOVE you must make before the November 5th election to set yourself up for a prosperous 2025.

Click here to see the surprising reason why
8/2/2024 Foundations Investment Advisors LLC135,519$6.90M0.2%+26.4%1.307%
8/2/2024Aveo Capital Partners LLC19,608$998K0.1%+16.8%0.189%
7/31/2024International Private Wealth Advisors LLC28,686$1.46M2.5%+210.7%0.277%
7/30/2024 Global Financial Private Client LLC48,402$2.46M1.0%+2.3%0.467%
7/29/2024 Private Client Services LLC6,887$350K0.2%+61.7%0.066%
7/26/2024 Worth 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%
7/26/2024 Patriot Financial Group Insurance Agency LLC4,926$251K0.0%-5.3%0.048%
7/26/2024 Cambridge Investment Research Advisors Inc.33,220$1.69M0.0%-1.7%0.320%
7/23/2024Richard W. Paul & Associates LLC14,544$740K0.3%-2.3%0.140%
7/22/2024Atria Wealth Solutions Inc.26,647$1.36M0.0%-17.9%0.257%
7/19/2024Spectrum 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%
5/16/2024 Global 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%
5/4/2024 Richardson 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%
5/1/2024 Worth Financial Advisory Group LLC41,492$2.07M1.4%+45.7%0.400%
4/30/2024 Private Advisor Group LLC119,459$5.96M0.0%+4.7%1.152%
4/25/2024Triumph Capital Management8,563$426K0.2%+6.0%0.085%
4/25/2024 Cambridge Investment Research Advisors Inc.33,796$1.69M0.0%-5.7%0.336%
4/23/2024 TAP 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%
4/18/2024 Silverlake Wealth Management LLC11,530$575K0.3%-5.2%0.115%
4/18/2024 Iams Wealth Management LLC8,600$415K0.3%N/A0.085%
4/16/2024Capital 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%
2/21/2024 Raleigh 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%
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%
2/9/2024 Cambridge 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%
Tim Sykes’ Urgent Trade Alert: “Make this move now” (Ad)

Tim Sykes - the world’s most apolitical Millionaire trader - just sat down for an urgent election interview… Breaking down the ONE MOVE you must make before the November 5th election to set yourself up for a prosperous 2025.

Click here to see the surprising reason why
2/9/2024CreativeOne Wealth LLC61,679$2.82M0.2%-1.9%0.867%
2/9/2024 Gladstone Institutional Advisory LLC8,515$390K0.0%+45.2%0.120%
2/8/2024 Foundations 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%
2/7/2024 VisionPoint Advisory Group LLC5,158$236K0.1%+65.4%0.073%
2/6/2024 Private 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%
(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, 81 institutional investors and hedge funds held shares of SPDR SSGA US Sector Rotation ETF. The most heavily invested institutionals were LPL Financial LLC ($197.10M), Envestnet Portfolio Solutions Inc. ($62.57M), Envestnet Asset Management Inc. ($56.26M), Hibernia Wealth Partners LLC ($23.11M), Park Avenue Securities LLC ($21.18M), Aspire Private Capital LLC ($12.54M), and NewEdge Advisors LLC ($10.92M).Learn more on XLSR's institutional investors.

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

Of the 76 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 ($1.02M), Envestnet Asset Management Inc. ($667.76K), Hibernia Wealth Partners LLC ($224.67K), AE Wealth Management LLC ($189.58K), Foundations Investment Advisors LLC ($146.94K), and Sharkey Howes & Javer ($142.78K).

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

Institutional investors have bought a total of 5,306,277 shares in the last 24 months. This purchase volume represents approximately $235.05M in transactions.

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

Of the 38 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), LPL Financial LLC ($69.48K), Aspire Private Capital LLC ($68.24K), Private Advisor Group LLC ($24.92K), Cambridge Investment Research Advisors Inc. ($19.75K), Simplicity Solutions LLC ($17.08K), and Kestra Advisory Services LLC ($15.49K).

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

Institutional investors have sold a total of 581,406 shares in the last 24 months. This volume of shares sold represents approximately $24.90M in transactions.


Related Companies

This page (NYSEARCA:XLSR) was last updated on 11/5/2024 by MarketBeat.com Staff
From Our Partners
Bill Gates’s Next Big AI Bet: Stargate
In February 2016… when almost nobody was talking about artificial intelligence…. I picked Nvidia as one of ...
Brownstone Research | Sponsored
Biden to Launch “FedNOW” [Move Your Money Now]
Earlier this year President Biden signed the death warrant for America… Executive Order 14067 will essentia...
Priority Gold | Sponsored
Blackrock’s Sending THIS Crypto Higher on Purpose
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
Tim Sykes’ Urgent Trade Alert: “Make this move now”
WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...
Timothy Sykes | Sponsored
Missed Out On Nvidia?
Artificial Intelligence is a tool with the potential to create massive distributions of wealth… In fact, it...
Unstoppable Prosperity | Sponsored
This company will win the AI race
Rome wasn’t built in a day… But there is another lesser-known type of keystone, one that plays an equally c...
Porter & Company | Sponsored
626 winning trades out of 647…
Imagine turning nearly every Friday into a payday. That's exactly what one reclusive multi-millionaire trad...
Investing Daily | Sponsored
625,000% Gain
Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetche...
Crypto Swap Profits | Sponsored