
SPDR SSGA US Sector Rotation is an exchange-traded fund on ARCA. As of Q3 2025, 112 institutional investors hold shares in this ETF, with total holdings valued at $778.1M. LPL Financial LLC is the largest holder with a position valued at $275.4M.
Overview of institutional ownership in XLSR as of Q3 2025
Institutions with the largest positions in XLSR as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $275.4M 0.08% of portfolio |
Envestnet Portfolio Solutions, Inc. Long Only Manager | $117.4M 0.44% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $109.7M 0.03% of portfolio |
PARK AVENUE SECURITIES LLC RIA/Wealth | $27.5M 0.24% of portfolio |
Austin Private Wealth, LLC RIA/Wealth | $19.8M 1.57% of portfolio |
Goss Wealth Management LLC RIA/Wealth | $17.2M 0.08% of portfolio |
LANDMARK WEALTH MANAGEMENT, INC. RIA/Wealth | $16.1M 6.41% of portfolio |
Mariner Wealth Advisors, LLC RIA/Wealth | $14.6M 0.02% of portfolio |
Hibernia Wealth Partners, LLC RIA/Wealth | $13.1M 8.41% of portfolio |
Aspire Private Capital, LLC RIA/Wealth | $12.8M 2.76% of portfolio |
Institutional buying and selling activity for XLSR in Q3 2025
| Institution | Net Bought |
|---|---|
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$12.0M +200.6K shares |
Summit Financial, LLC RIA/Wealth | +$6.2M +103.2K shares |
Envestnet Portfolio Solutions, Inc. Long Only Manager | +$3.7M +62.8K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$2.0M +33.6K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$1.8M +30.9K shares |
L LPL Financial LLC Institution | +$1.8M +30.7K shares |
Austin Private Wealth, LLC RIA/Wealth | +$1.7M +28.6K shares |
A Advisor Group Holdings, Inc. Institution | +$1.5M +25.9K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | +$1.2M +19.5K shares |
PARK AVENUE SECURITIES LLC RIA/Wealth | +$1.1M +18.5K shares |
| Institution | Net Sold |
|---|---|
Hibernia Wealth Partners, LLC RIA/Wealth | −$12.0M −201.3K shares |
Foundations Investment Advisors, LLC RIA/Wealth | −$11.5M −209.0K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$3.3M −56.2K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$2.6M −48.2K shares |
Sharkey, Howes & Javer RIA/Wealth | −$1.9M −31.6K shares |
Forefront Analytics, LLC RIA/Wealth | −$1.3M −23.6K shares |
C CROBAN Institution | −$1.1M −18.6K shares |
Armis Advisers, LLC RIA/Wealth | −$711.1K −12.9K shares |
AXXCESS WEALTH MANAGEMENT, LLC RIA/Wealth | −$573.1K −9.6K shares |
Aspire Private Capital, LLC RIA/Wealth | −$511.6K −8.6K shares |
Institutions that initiated new positions or completely exited XLSR in Q3 2025
| Institution | Position Value |
|---|---|
Summit Financial, LLC RIA/Wealth | $6.2M 103.2K shares |
Spinnaker Investment Group, LLC RIA/Wealth | $724.3K 12.2K shares |
J J.W. COLE ADVISORS, INC. Institution | $491.5K 8.2K shares |
A Advisory Services Network, LLC RIA/Wealth | $250.0K 4.2K shares |
V Virtue Capital Management, LLC RIA/Wealth | $216.5K 3.6K shares |
$64.5K 1.1K shares | |
Stone House Investment Management, LLC RIA/Wealth | $57.1K 959.0 shares |
US BANCORP \DE\ Institution | $16.5K 277.0 shares |
CHELSEA COUNSEL CO RIA/Wealth | $9.8K 164.0 shares |
R Ronald Blue Trust, Inc. Institution | $1.2K 20.0 shares |
| Institution | Previous Position |
|---|---|
Foundations Investment Advisors, LLC RIA/Wealth | $11.5M 209.0K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $2.6M 48.2K shares |
Forefront Analytics, LLC RIA/Wealth | $1.3M 23.6K shares |
Armis Advisers, LLC RIA/Wealth | $711.1K 12.9K shares |
F FSA Advisors, Inc. Institution | $412.5K 7.5K shares |
SYNOVUS FINANCIAL CORP Institution | $366.9K 6.7K shares |
Fort Point Capital Partners, LLC Fund of Funds | $365.6K 6.7K shares |
Kingsview Wealth Management, LLC RIA/Wealth | $254.6K 4.6K shares |
MARIPAU WEALTH MANAGEMENT LLC RIA/Wealth | $211.2K 3.8K shares |
Transce3nd, LLC RIA/Wealth | $207.9K 3.8K shares |
Institutions with the largest Call and Put options positions in XLSR as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with XLSR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Hibernia Wealth Partners, LLC RIA/Wealth | 8.41% $13.1M |
NOVUS ADVISORS, LLC RIA/Wealth | 8.01% $3.4M |
LANDMARK WEALTH MANAGEMENT, INC. RIA/Wealth | 6.41% $16.1M |
R Raleigh Capital Management Inc. RIA/Wealth | 2.94% $7.6M |
LOCKERMAN FINANCIAL GROUP, INC. RIA/Wealth | 2.81% $2.2M |
Aspire Private Capital, LLC RIA/Wealth | 2.76% $12.8M |
2.35% $3.6M | |
Austin Private Wealth, LLC RIA/Wealth | 1.57% $19.8M |
G Global Financial Private Client, LLC RIA/Wealth | 1.34% $3.7M |
Worth Financial Advisory Group, LLC RIA/Wealth | 1.20% $2.1M |
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