SS US Sector RotationXLSRETF

13F holders, Q2 2026 (June 30)
142holders +10
20new positions
8sold out
$64.86avg. 13F price*

At the end of Q2 2026, 142 institutions reported holding SS US Sector Rotation (XLSR) in their 13F filings, up 10 from Q1 2026. 20 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($289.9M), Envestnet Asset Management Inc. ($159.6M) and Envestnet Portfolio Solutions, Inc. ($158.0M).

Company
SS US Sector Rotation
Filed as
SSGA ACTIVE TR (Q2 2026)
CUSIP
78470P408
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 86Q1 2024Q2 2024: 91Q2 2024Q3 2024: 92Q3 2024Q4 2024: 104Q4 2024Q1 2025: 109Q1 2025Q2 2025: 112Q2 2025Q3 2025: 115Q3 2025Q4 2025: 133Q4 2025Q1 2026: 132Q1 2026Q2 2026: 142Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions20$18.4M
Exits8$17.1M

All 13F filers, Q1 2026 → Q2 2026: 1,458,135 shares bought and 964,565 shares sold, net +493,570 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 142 holders

LPL Financial LLC 0.07% Add +2.6% 4,470,235 $289.9M
Envestnet Asset Management Inc. 0.04% Add +9.8% 2,461,391 $159.6M
Envestnet Portfolio Solutions, Inc. 0.76% Add +8.5% 2,435,953 $158.0M
Park Avenue Securities LLC 0.20% Reduce -1.5% 495,551 $32.1M
Cerity Partners LLC 0.03% Add +9.0% 424,675 $27.5M
Private Advisor Group, LLC 0.09% Add +243.1% 307,758 $20.0M
NewEdge Advisors, LLC 0.06% Add +6.9% 307,442 $19.9M
Landmark Wealth Management, Inc. 6.48% Add +4.0% 301,775 $19.6M
Signal Advisors Wealth, LLC 0.87% Add +14.1% 255,949 $16.6M
Hibernia Wealth Partners, LLC 7.74% Reduce -46.8% 220,453 $14.3M
Aspire Private Capital, LLC 2.77% Reduce -5.1% 206,850 $13.4M
Harbour Investments, Inc. 0.18% Add +13.8% 205,136 $13.3M
Cetera Investment Advisers 0.01% Add +4.1% 188,498 $12.2M
AE Wealth Management LLC 0.05% Add +11.4% 175,384 $11.4M
Principal Securities, Inc. 0.13% Add +121.0% 163,583 $10.6M
HighTower Advisors, LLC 0.01% Add +6.4% 153,981 $10.0M
Raleigh Capital Management Inc. 3.09% Reduce -0.5% 149,438 $9.7M
MML Investors Services, LLC 0.02% Add +51.5% 147,226 $9.5M
Summit Financial, LLC 0.08% Add +8.6% 110,956 $7.2M
SMART Wealth LLC 1.53% New 109,367 $7.1M
Sanctuary Advisors, LLC 0.02% Reduce -12.5% 82,556 $5.4M
CreativeOne Wealth, LLC 0.11% Reduce -45.6% 79,868 $5.2M
Legacy Wealth Partners, LLC 1.15% Add +7.3% 79,150 $5.1M
Midwest Financial Network, LLC 3.34% Add +19.2% 75,343 $4.9M
Global Financial Private Client, LLC 1.28% Add +9.4% 72,815 $4.7M
International Private Wealth Advisors LLC 2.29% Reduce -2.2% 68,536 $4.4M
Raymond James Financial Inc. 0.00% Add +0.7% 60,138 $3.9M
Axxcess Wealth Management, LLC 0.06% Reduce -16.5% 59,957 $3.9M
Novus Advisors, LLC 7.66% Reduce -2.1% 56,666 $3.7M
GeoWealth Management, LLC 0.11% Reduce -2.3% 54,395 $3.5M
Morgan Stanley 0.00% Reduce -11.2% 50,469 $3.3M
Goldman Sachs Group Inc. 0.00% Add +1240.5% 48,084 $3.1M
Lockerman Financial Group, Inc. 4.37% Add +10.7% 44,093 $2.9M
Founders Financial Alliance, LLC 0.33% New 38,325 $2.5M
Worth Financial Advisory Group, LLC 0.97% New 36,048 $2.3M
Outlook Wealth Advisors, LLC 0.50% Reduce -4.6% 35,414 $2.3M
Sharkey, Howes & Javer 0.27% Reduce -52.8% 34,790 $2.3M
WealthPoint Financial, LLC 1.55% Add +12.0% 32,875 $2.1M
October Effect Ltd 1.89% Add +17.0% 30,976 $2.0M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.2% 28,459 $1.8M
Aegis Wealth Management, Inc. 1.15% Add +58.5% 27,414 $1.8M
Apella Capital, LLC 0.02% Reduce -3.7% 26,040 $1.7M
Osaic Holdings, Inc. 0.00% Reduce -12.0% 23,574 $1.5M
Kestra Advisory Services, LLC 0.00% Reduce -74.3% 21,816 $1.4M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -20.5% 21,720 $1.4M
World Investment Advisors 0.02% Reduce -2.6% 21,228 $1.4M
Spectrum Planning & Advisory Services Inc. 0.59% Add +29.7% 20,263 $1.3M
Balboa Wealth Partners 0.17% Reduce -34.0% 19,273 $1.3M
Gladstone Institutional Advisory LLC 0.04% Add +0.5% 18,957 $1.2M
Absolute Capital Management, LLC 0.29% Add +1.2% 18,002 $1.2M
Kraft, Davis & Associates, LLC 0.22% Add +1.0% 16,123 $1.0M
Stratos Wealth Partners, LTD. 0.01% Add +5.3% 15,642 $1.0M
Nuveen, LLC 0.00% New 15,087 $979K
Vise Technologies, Inc. 0.01% New 14,801 $960K
Signature Estate & Investment Advisors LLC 0.02% Add +155.7% 14,361 $931K
Mosley Wealth Management 0.29% Reduce -93.0% 14,088 $914K
Zullo Investment Group, Inc. 0.31% Reduce -0.2% 13,806 $895K
Spinnaker Investment Group, LLC 0.14% New 13,661 $886K
Silver Oak Securities, Incorporated 0.05% Add +0.1% 12,186 $790K
VestGen Advisors, LLC 0.02% Reduce -3.2% 11,741 $762K
Bison Wealth, LLC 0.07% Reduce -0.1% 11,676 $759K
Stifel Financial Corp. 0.00% Add +2.9% 11,693 $758K
Susquehanna International Group, LLP 0.00% Add +34.0% 11,561 $750K
Triumph Capital Management 0.13% Reduce -3.1% 11,451 $743K
Argent Trust Co 0.02% Reduce -3.4% 11,405 $740K
Creative Financial Designs Inc. 0.03% Add +9.9% 11,137 $722K
PKS Advisory Services, LLC 0.11% New 10,944 $710K
Royal Bank of Canada 0.00% No change 10,903 $707K
FSA Advisors, Inc. 0.32% Add +25.7% 10,611 $688K
One Wealth Capital Management, LLC 0.19% Add +49.0% 10,186 $661K
Richard W. Paul & Associates, LLC 0.20% Reduce -3.5% 10,083 $654K
Kelly Financial Services LLC 0.14% Reduce -3.1% 9,807 $636K
Independent Advisor Alliance 0.01% Add +3.6% 9,670 $627K
Capital Asset Advisory Services LLC 0.02% Reduce -8.7% 9,598 $623K
Evolution Wealth Management Inc. 0.36% Reduce -5.7% 9,544 $619K
Commonwealth Equity Services, LLC 0.00% Reduce -2.6% 8,549 $554K
Equitable Holdings, Inc. 0.00% Add +97.3% 8,334 $541K
FWG Investments, LLC. 0.28% Reduce -9.0% 8,076 $524K
Atria Investments, Inc 0.01% Reduce -3.8% 7,969 $517K
Smartleaf Asset Management LLC 0.02% No change 8,026 $514K
First Heartland Consultants, Inc. 0.03% Reduce -2.5% 7,538 $489K
Ethic Inc. 0.01% Add +41.9% 7,500 $486K
Dakota Wealth Management 0.01% Reduce -48.3% 7,305 $474K
M1 Capital Management LLC 0.17% Add +18.9% 7,231 $469K
Creative Planning 0.00% Add +0.0% 6,843 $444K
Concurrent Investment Advisors, LLC 0.00% New 6,790 $440K
Silverlake Wealth Management LLC 0.08% Add +0.0% 6,596 $428K
J2 Capital Management Inc 0.29% No change 6,552 $425K
Jane Street Group, LLC 0.00% New 6,481 $420K
Gateway Investment Advisers LLC 0.00% New 6,250 $405K
Compound Planning, Inc. 0.01% Reduce -7.8% 6,084 $395K
Truist Financial Corp. 0.00% Reduce -35.7% 5,788 $375K
Nwam LLC 0.02% Add +1.8% 5,503 $357K
Castleview Partners, LLC 0.15% Reduce -2.9% 5,280 $342K
Maia Wealth LLC 0.05% Add +1.3% 5,157 $334K
Iams Wealth Management, LLC 0.10% Reduce -79.4% 5,097 $331K
Balefire, LLC 0.05% Reduce -9.6% 4,708 $305K
Bank of America Corp. 0.00% No change 4,377 $284K
Private Client Services, LLC 0.07% Add +0.1% 4,016 $260K
Western Wealth Management, LLC 0.01% Reduce -39.8% 4,001 $260K

"% of holder's portfolio" is XLSR's weight in each manager's 13F, not the share of SS US Sector Rotation the manager owns.

Show all 142 holders