SPDR SSGA US SECTOR ROTATE (XLSR) Top Institutional Shareholders
SPDR SSGA US SECTOR ROTATE (XLSR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $807.27M in XLSR holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of XLSR tracked by InsiderSet, reporting ownership valued at approximately $251.60M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $281.71M, representing an estimated gain of +11.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed XLSR value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Envestnet Portfolio Solutions, Inc., Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in SPDR SSGA US SECTOR ROTATE (XLSR).
This page ranks the largest institutional XLSR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
131
Total Reported Value
$807.27M
Largest Holder
Lpl Financial Llc
Largest Position
$251.60M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
146
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.07% | 4,357,422 | $251,597,541 | $281,707,332 | +$30,109,791 | +11.97% | |
| Envestnet Portfolio Solutions, Inc. | 0.72% | 2,244,861 | $129,618,277 | $145,130,264 | +$15,511,987 | +11.97% | |
| Envestnet Asset Management Inc | 0.03% | 2,240,766 | $129,381,835 | $144,865,522 | +$15,483,687 | +11.97% | |
| Hibernia Wealth Partners, Llc | 7.08% | 414,574 | $23,937,073 | $26,802,209 | +$2,865,136 | +11.97% | |
| Cerity Partners Llc | 0.03% | 389,682 | $22,500,263 | $25,192,941 | +$2,692,678 | +11.97% | |
| Landmark Wealth Management, Inc. | 6.32% | 290,312 | $16,762,615 | $18,768,671 | +$2,006,056 | +11.97% | |
| Mariner, Llc | 0.02% | 277,050 | $15,996,841 | $17,911,283 | +$1,914,442 | +11.97% | |
| Signal Advisors Wealth, Llc | 0.89% | 224,307 | $12,951,486 | $14,501,448 | +$1,549,962 | +11.97% | |
| Aspire Private Capital, Llc | 2.84% | 218,027 | $12,588,889 | $14,095,446 | +$1,506,557 | +11.97% | |
| Mosley Wealth Management | 5.40% | 199,901 | $11,916,119 | $12,923,600 | +$1,007,481 | +8.45% | |
| Newedge Advisors, Llc | 0.54% | 85,909 | $11,734,068 | $5,554,017 | -$6,180,051 | -52.67% | |
| Cetera Investment Advisers | 0.01% | 181,016 | $10,451,853 | $11,702,684 | +$1,250,831 | +11.97% | |
| Harbour Investments, Inc. | 0.16% | 180,197 | $10,404,579 | $11,649,736 | +$1,245,157 | +11.97% | |
| Ae Wealth Management Llc | 0.05% | 157,366 | $9,086,349 | $10,173,712 | +$1,087,363 | +11.97% | |
| Raleigh Capital Management Inc. | 2.99% | 150,213 | $8,673,275 | $9,711,270 | +$1,037,995 | +11.97% | |
| Creativeone Wealth, Llc | 0.20% | 146,750 | $8,473,372 | $9,487,388 | +$1,014,016 | +11.97% | |
| Hightower Advisors, Llc | 0.01% | 144,716 | $8,355,851 | $9,355,889 | +$1,000,038 | +11.97% | |
| Summit Financial, Llc | 0.08% | 102,210 | $5,901,605 | $6,607,877 | +$706,272 | +11.97% | |
| Mml Investors Services, Llc | 0.02% | 97,207 | $5,612,710 | $6,284,433 | +$671,723 | +11.97% | |
| Sanctuary Advisors, Llc | 0.03% | 94,324 | $5,446,243 | $6,098,047 | +$651,804 | +11.97% | |
| Private Advisor Group, Llc | 0.02% | 89,691 | $5,178,733 | $5,798,523 | +$619,790 | +11.97% | |
| Kestra Advisory Services, Llc | 0.02% | 84,859 | $4,899,742 | $5,486,134 | +$586,392 | +11.97% | |
| Principal Securities, Inc. | 0.06% | 74,030 | $4,274,492 | $4,786,040 | +$511,548 | +11.97% | |
| Legacy Wealth Partners, Llc | 1.07% | 73,754 | $4,258,556 | $4,768,196 | +$509,640 | +11.97% | |
| Sharkey, Howes & Javer | 0.57% | 73,749 | $4,258,291 | $4,767,873 | +$509,582 | +11.97% | |
| Axxcess Wealth Management, Llc | 0.13% | 71,842 | $4,148,130 | $4,644,585 | +$496,455 | +11.97% | |
| International Private Wealth Advisors Llc | 2.47% | 70,046 | $4,044,477 | $4,528,474 | +$483,997 | +11.97% | |
| Global Financial Private Client, Llc | 1.26% | 66,535 | $3,841,731 | $4,301,488 | +$459,757 | +11.97% | |
| Raymond James Financial Inc | 0.00% | 59,733 | $3,448,983 | $3,861,738 | +$412,755 | +11.97% | |
| Novus Advisors, Llc | 7.48% | 57,900 | $3,343,126 | $3,743,235 | +$400,109 | +11.97% | |
| Morgan Stanley | 0.00% | 56,826 | $3,281,147 | $3,673,801 | +$392,654 | +11.97% | |
| Geowealth Management, Llc | 0.12% | 55,659 | $3,213,807 | $3,598,354 | +$384,547 | +11.97% | |
| Lockerman Financial Group, Inc. | 4.14% | 39,841 | $2,300,434 | $2,575,721 | +$275,287 | +11.97% | |
| Outlook Wealth Advisors, Llc | 0.52% | 37,126 | $2,143,655 | $2,400,196 | +$256,541 | +11.97% | |
| Balboa Wealth Partners | 0.28% | 29,185 | $1,685,142 | $1,886,810 | +$201,668 | +11.97% | |
| Apella Capital, Llc | 0.02% | 27,034 | $1,683,108 | $1,747,748 | +$64,640 | +3.84% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 27,329 | $1,577,976 | $1,766,820 | +$188,844 | +11.97% | |
| Wealthpoint Financial, Llc | 1.36% | 25,052 | $1,560,990 | $1,619,612 | +$58,622 | +3.76% | |
| Osaic Holdings, Inc. | 0.00% | 26,780 | $1,546,343 | $1,731,327 | +$184,984 | +11.96% | |
| October Effect Ltd | 1.76% | 26,466 | $1,528,147 | $1,711,027 | +$182,880 | +11.97% | |
| Integrity Wealth Partners, Llc | 1.29% | 24,756 | $1,429,404 | $1,600,475 | +$171,071 | +11.97% | |
| Iams Wealth Management, Llc | 0.50% | 24,694 | $1,425,874 | $1,596,467 | +$170,593 | +11.96% | |
| World Investment Advisors | 0.02% | 21,789 | $1,258,078 | $1,408,659 | +$150,581 | +11.97% | |
| Gladstone Institutional Advisory Llc | 0.04% | 18,860 | $1,089,021 | $1,219,299 | +$130,278 | +11.96% | |
| Absolute Capital Management, Llc | 0.34% | 17,793 | $1,027,403 | $1,150,317 | +$122,914 | +11.96% | |
| Kraft, Davis & Associates, Llc | 0.21% | 15,958 | $1,008,653 | $1,031,685 | +$23,032 | +2.28% | |
| Aegis Wealth Management, Inc. | 0.78% | 17,299 | $998,821 | $1,118,380 | +$119,559 | +11.97% | |
| Spectrum Planning & Advisory Services Inc. | 0.45% | 15,624 | $902,104 | $1,010,092 | +$107,988 | +11.97% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 14,860 | $858,058 | $960,699 | +$102,641 | +11.96% | |
| Dakota Wealth Management | 0.02% | 14,127 | $815,668 | $913,311 | +$97,643 | +11.97% |
Frequently asked questions about XLSR
Who owns the most XLSR stock?
The largest holders of XLSR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR SSGA US SECTOR ROTATE (XLSR).
Is XLSR widely held by superinvestors?
Many widely followed stocks like XLSR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XLSR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.