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SPDR SSGA US Sector Rotation ETF (XLSR) Institutional Ownership

$53.89 +0.49 (+0.92%)
(As of 12/20/2024 04:34 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$122.81M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$6.56M
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XLSR Institutional Buying and Selling by Quarter

SPDR SSGA US Sector Rotation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Sanctuary Advisors LLC113,616$6.18M0.0%+19.8%1.096%
11/15/2024 Stifel Financial Corp10,387$538K0.0%+14.7%0.100%
11/15/2024 HighTower Advisors LLC91,031$4.73M0.0%+5.3%0.878%
11/15/2024 Hilltop Holdings Inc.23,787$1.23M0.1%N/A0.229%
11/14/2024 CreativeOne Wealth LLC69,095$3.58M0.1%+19.1%0.666%
11/12/2024 Nwam LLC5,073$263K0.0%N/A0.049%
11/9/2024 LPL Financial LLC4,039,488$209.39M0.1%+4.3%38.954%
11/8/2024 Kraft Davis & Associates LLC4,125$214K0.1%N/A0.040%
11/8/2024 Spectrum Planning & Advisory Services Inc.16,129$836K0.8%+11.9%0.156%
11/6/2024 Balboa 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%
11/5/2024 First Heartland Consultants Inc.4,840$251K0.0%N/A0.047%
11/5/2024 Verus Capital Partners LLC4,361$226K0.0%-12.2%0.042%
11/5/2024 Harbour Investments Inc.166,516$8.63M0.3%+18.5%1.606%
11/4/2024 Axxcess 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%
9/5/2024 Sanctuary Advisors LLC94,877$4.57M0.0%N/A0.915%
8/22/2024 Cetera Investment Advisers95,183$4.84M0.0%-11.5%0.918%
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8/21/2024 Truist Financial Corp6,490$330K0.0%-12.1%0.063%
8/16/2024 NewEdge Advisors LLC214,639$10.92M0.1%+5.2%2.070%
8/16/2024 Creative Planning6,840$348K0.0%+4.6%0.066%
8/13/2024 AE Wealth Management LLC88,843$4.52M0.0%+11.3%0.857%
8/12/2024 Lokken Investment Group LLC52,115$2.65M1.2%+0.8%0.503%
8/12/2024 True Vision MN LLC4,868$248K0.2%N/A0.047%
8/10/2024 Axxcess Wealth Management LLC110,247$5.61M0.1%-1.9%1.063%
8/8/2024 Envestnet Asset Management Inc.1,105,427$56.26M0.0%+3.3%10.660%
8/8/2024 LPL 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%
8/6/2024 Mosley 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%
8/2/2024 Foundations Investment Advisors LLC135,519$6.90M0.2%+26.4%1.307%
8/2/2024 Aveo Capital Partners LLC19,608$998K0.1%+16.8%0.189%
7/31/2024 International 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%
7/26/2024 Harbour 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%
7/22/2024 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%
5/24/2024 Cetera Investment Advisers107,521$5.36M0.0%+136.5%1.037%
5/20/2024 Virtu Financial LLC7,590$378K0.0%N/A0.073%
5/16/2024 Global Financial Private Client LLC47,308$2.35M1.0%+15.1%0.456%
5/14/2024 Axxcess Wealth Management LLC112,385$5.60M0.2%+10.0%1.084%
5/14/2024 CreativeOne 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%
5/3/2024 Absolute 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%
I was wrong. Dead wrong. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
4/16/2024Capital Asset Advisory Services LLC12,198$602K0.0%+140.2%0.121%
4/16/2024 Mosley 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%
2/16/2024 Harbour Investments Inc.126,335$5.78M0.2%-3.7%1.777%
2/14/2024 Mosley Wealth Management89,957$4.12M4.1%N/A1.265%
2/13/2024 Lokken 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%
(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, 82 institutional investors and hedge funds held shares of SPDR SSGA US Sector Rotation ETF. The most heavily invested institutionals were LPL Financial LLC ($209.39M), 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 79 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 ($1.19M), Envestnet Asset Management Inc. ($468.17K), 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 5,304,238 shares in the last 24 months. This purchase volume represents approximately $239.00M in transactions.

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

Of the 36 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 568,157 shares in the last 24 months. This volume of shares sold represents approximately $24.42M in transactions.


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This page (NYSEARCA:XLSR) was last updated on 12/22/2024 by MarketBeat.com Staff
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