SPDR SSGA US SECTOR ROTATE (XLSR) Institutional Ownership Changes & 13F Activity

SPDR SSGA US SECTOR ROTATE (XLSR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Newedge Advisors, Llc, Creativeone Wealth, Llc, Goldman Sachs Group Inc, Cerity Partners Llc, and Harbour Investments, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Brown, Lisle/Cummings, Inc.Buy+703+45.8%2,239$145.22KQ2 2026Sep 02, 2026
Equitable Holdings, Inc.Buy+4,109+97.3%8,334$540.57KQ2 2026Aug 17, 2026
Fsa Advisors, Inc.Buy+2,172+25.7%10,611$688.22KQ2 2026Aug 17, 2026
Goldman Sachs Group IncBuy+44,497+1240.5%48,084$3.12MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+34,993+9.0%424,675$27.54MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+6,4816,481$420.36KQ2 2026Aug 14, 2026
Betterment LlcBuy+3,5013,501$227.00KQ2 2026Aug 14, 2026
Plotkin Financial Advisors, LlcBuy+3,3043,304$214.30KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-3,206-12.0%23,574$1.53MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+2,932+34.0%11,561$749.85KQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-2,646-39.8%4,001$259.53KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+2,2402,240$141.10KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-1,461-99.9%1$51.00Q2 2026Aug 14, 2026
Capital Asset Advisory Services LlcSell-916-8.7%9,598$622.53KQ2 2026Aug 14, 2026
World Investment AdvisorsSell-561-2.6%21,228$1.38MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+405+0.7%60,138$3.90MQ2 2026Aug 14, 2026
Pinnacle Family Advisors, LlcBuy+53+1.4%3,820$247.76KQ2 2026Aug 14, 2026
Creativeone Wealth, LlcSell-66,882-45.6%79,868$5.18MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcSell-11,768-12.5%82,556$5.35MQ2 2026Aug 13, 2026
Morgan StanleySell-6,357-11.2%50,469$3.27MQ2 2026Aug 13, 2026
Ubs Group AgBuy+1,5591,559$101.12KQ2 2026Aug 13, 2026
Vanguard Advisers IncSell-87-71.3%35$2.27KQ2 2026Aug 13, 2026
Hantz Financial Services, Inc.Sell-61-38.4%98$6.00KQ2 2026Aug 13, 2026
Fmr LlcBuy+1+100.0%2$130.00Q2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+221,533+257.9%307,442$19.94MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+24,939+13.8%205,136$13.31MQ2 2026Aug 12, 2026
Summit Financial, LlcBuy+8,746+8.6%110,956$7.20MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+7,482+4.1%188,498$12.23MQ2 2026Aug 12, 2026
M1 Capital Management LlcBuy+1,149+18.9%7,231$469.02KQ2 2026Aug 12, 2026
Independent Advisor AllianceBuy+335+3.6%9,670$627.18KQ2 2026Aug 12, 2026
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Frequently asked questions about XLSR activity

  • Which institutional owners are buying XLSR?

    Institutional owners buying XLSR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in XLSR activity?

    "Buy" means an investor increased their reported position in XLSR compared to the prior reporting period. This reflects growing exposure to SPDR SSGA US SECTOR ROTATE (XLSR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in XLSR increasing?

    Institutional interest in XLSR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.