XLSR Institutional Ownership & Shareholders
SPDR SSGA US SECTOR ROTATE (XLSR) is currently held by 140 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $928.78M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of XLSR tracked by InsiderSet, reporting ownership valued at approximately $289.94M in its June 30, 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 $291.41M, representing an estimated gain of +0.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed XLSR value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Envestnet Asset Management Inc, Envestnet Portfolio Solutions, 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
140
Total Reported Value
$928.78M
Largest Holder
Lpl Financial Llc
Largest Position
$289.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
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% | 4,470,235 | $289,939,454 | $291,414,620 | +$1,475,166 | +0.51% | |
| Envestnet Asset Management Inc | 0.04% | 2,461,391 | $159,645,821 | $160,458,079 | +$812,258 | +0.51% | |
| Envestnet Portfolio Solutions, Inc. | 0.76% | 2,435,953 | $157,995,897 | $158,799,776 | +$803,879 | +0.51% | |
| Cerity Partners Llc | 0.03% | 424,675 | $27,544,414 | $27,684,563 | +$140,149 | +0.51% | |
| Private Advisor Group, Llc | 0.09% | 307,758 | $19,961,208 | $20,062,744 | +$101,536 | +0.51% | |
| Newedge Advisors, Llc | 0.06% | 307,442 | $19,940,665 | $20,042,144 | +$101,479 | +0.51% | |
| Landmark Wealth Management, Inc. | 6.48% | 301,775 | $19,573,144 | $19,672,712 | +$99,568 | +0.51% | |
| Signal Advisors Wealth, Llc | 0.84% | 287,010 | $19,060,334 | $18,710,182 | -$350,152 | -1.84% | |
| Hibernia Wealth Partners, Llc | 7.43% | 214,532 | $14,247,067 | $13,985,341 | -$261,726 | -1.84% | |
| Aspire Private Capital, Llc | 2.77% | 206,850 | $13,416,283 | $13,484,552 | +$68,269 | +0.51% | |
| Harbour Investments, Inc. | 0.18% | 205,136 | $13,305,120 | $13,372,816 | +$67,696 | +0.51% | |
| Cetera Investment Advisers | 0.01% | 188,498 | $12,225,949 | $12,288,185 | +$62,236 | +0.51% | |
| Principal Securities, Inc. | 0.13% | 163,583 | $10,610,023 | $10,663,976 | +$53,953 | +0.51% | |
| Raleigh Capital Management Inc. | 3.28% | 158,909 | $10,553,155 | $10,359,278 | -$193,877 | -1.84% | |
| Mml Investors Services, Llc | 0.02% | 147,226 | $9,549,094 | $9,597,663 | +$48,569 | +0.51% | |
| Summit Financial, Llc | 0.08% | 110,956 | $7,196,611 | $7,233,222 | +$36,611 | +0.51% | |
| Smart Wealth Llc | 1.53% | 109,367 | $7,093,552 | $7,129,635 | +$36,083 | +0.51% | |
| Legacy Wealth Partners, Llc | 1.32% | 92,011 | $6,110,451 | $5,998,197 | -$112,254 | -1.84% | |
| Sanctuary Advisors, Llc | 0.02% | 82,556 | $5,354,607 | $5,381,826 | +$27,219 | +0.51% | |
| Creativeone Wealth, Llc | 0.11% | 79,868 | $5,180,253 | $5,206,595 | +$26,342 | +0.51% | |
| Global Financial Private Client, Llc | 1.38% | 75,477 | $5,012,428 | $4,920,346 | -$92,082 | -1.84% | |
| Midwest Financial Network, Llc | 3.11% | 68,839 | $4,571,575 | $4,487,614 | -$83,961 | -1.84% | |
| International Private Wealth Advisors Llc | 2.29% | 68,536 | $4,445,219 | $4,467,862 | +$22,643 | +0.51% | |
| Raymond James Financial Inc | 0.00% | 60,138 | $3,900,550 | $3,920,396 | +$19,846 | +0.51% | |
| Novus Advisors, Llc | 7.66% | 56,666 | $3,675,348 | $3,694,057 | +$18,709 | +0.51% | |
| Geowealth Management, Llc | 0.11% | 54,395 | $3,528,027 | $3,546,010 | +$17,983 | +0.51% | |
| Lockerman Financial Group, Inc. | 4.95% | 51,961 | $3,450,707 | $3,387,338 | -$63,369 | -1.84% | |
| Morgan Stanley | 0.00% | 50,469 | $3,273,419 | $3,290,074 | +$16,655 | +0.51% | |
| Goldman Sachs Group Inc | 0.00% | 48,084 | $3,118,728 | $3,134,596 | +$15,868 | +0.51% | |
| Founders Financial Alliance, Llc | 0.33% | 38,325 | $2,485,772 | $2,498,407 | +$12,635 | +0.51% | |
| Outlook Wealth Advisors, Llc | 0.50% | 35,749 | $2,374,091 | $2,330,477 | -$43,614 | -1.84% | |
| October Effect Ltd | 2.35% | 34,751 | $2,307,814 | $2,265,418 | -$42,396 | -1.84% | |
| Worth Financial Advisory Group, Llc | 0.94% | 34,080 | $2,263,253 | $2,221,675 | -$41,578 | -1.84% | |
| Wealthpoint Financial, Llc | 1.55% | 32,875 | $2,132,273 | $2,143,121 | +$10,848 | +0.51% | |
| Aegis Wealth Management, Inc. | 1.25% | 31,903 | $2,118,710 | $2,079,757 | -$38,953 | -1.84% | |
| Sharkey, Howes & Javer | 0.25% | 30,851 | $2,048,815 | $2,011,177 | -$37,638 | -1.84% | |
| Axxcess Wealth Management, Llc | 0.08% | 30,013 | $1,993,145 | $1,956,547 | -$36,598 | -1.84% | |
| Integrity Wealth Partners, Llc | 1.38% | 26,783 | $1,778,629 | $1,745,984 | -$32,645 | -1.84% | |
| Apella Capital, Llc | 0.02% | 24,565 | $1,663,754 | $1,601,392 | -$62,362 | -3.75% | |
| Osaic Holdings, Inc. | 0.00% | 23,574 | $1,529,061 | $1,536,789 | +$7,728 | +0.51% | |
| Kestra Advisory Services, Llc | 0.00% | 21,816 | $1,414,976 | $1,422,185 | +$7,209 | +0.51% | |
| World Investment Advisors | 0.02% | 21,228 | $1,375,481 | $1,383,853 | +$8,372 | +0.61% | |
| Spectrum Planning & Advisory Services Inc. | 0.59% | 20,263 | $1,314,260 | $1,320,945 | +$6,685 | +0.51% | |
| Balboa Wealth Partners | 0.17% | 19,079 | $1,267,036 | $1,243,760 | -$23,276 | -1.84% | |
| Gladstone Institutional Advisory Llc | 0.04% | 18,957 | $1,229,551 | $1,235,807 | +$6,256 | +0.51% | |
| Absolute Capital Management, Llc | 0.28% | 18,091 | $1,201,424 | $1,179,352 | -$22,072 | -1.84% | |
| Vise Technologies, Inc. | 0.01% | 16,546 | $1,098,822 | $1,078,634 | -$20,188 | -1.84% | |
| Vestgen Advisors, Llc | 0.03% | 15,936 | $1,058,310 | $1,038,868 | -$19,442 | -1.84% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 15,642 | $1,014,579 | $1,019,702 | +$5,123 | +0.50% | |
| Nuveen, Llc | 0.00% | 15,087 | $978,543 | $983,522 | +$4,979 | +0.51% |
Frequently asked questions about XLSR
Who are the largest institutional holders of XLSR?
The largest institutional holders of XLSR reported in the latest SEC Form 13F filings include Lpl Financial Llc, Envestnet Asset Management Inc, Envestnet Portfolio Solutions, Inc., Cerity Partners Llc, and Private Advisor Group, Llc. InsiderSet ranks institutional holders by their latest reported XLSR position.
What is XLSR institutional ownership?
This page tracks XLSR positions reported by institutional investment managers through SEC Form 13F. SPDR SSGA US SECTOR ROTATE (XLSR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XLSR?
InsiderSet currently tracks 140 institutional managers reporting XLSR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XLSR shareholders.
How much XLSR stock do institutions own?
Institutional investment managers disclosed approximately $928.78M in XLSR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XLSR institutional ownership last updated?
The latest XLSR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XLSR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XLSR position after the reporting date.
Are institutions buying or selling XLSR?
Institutional buying and selling can be analyzed by comparing XLSR positions across consecutive 13F reporting periods. InsiderSet's XLSR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XLSR ownership changes.
How has XLSR institutional ownership changed over time?
InsiderSet tracks XLSR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.