SS US Sector RotationXLSRETF
13F holders, Q1 2024 (March 31)86holders
1famous investor
$49.85avg. 13F price*
At the end of Q1 2024, 86 institutions reported holding SS US Sector Rotation (XLSR) in their 13F filings. The largest holders were LPL Financial LLC ($174.3M), Envestnet Asset Management Inc. ($53.3M) and Envestnet Portfolio Solutions, Inc. ($49.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS US Sector Rotation
- Filed as
- SSGA ACTIVE TR (Q1 2024)
- CUSIP
- 78470P408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $6.5M |
| Exits | 3 | $301K |
Ownership 86 holders
| LPL Financial LLC | 0.09% | Add +7.2% | 3,495,333 | $174.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +2.9% | 1,069,766 | $53.3M |
| Envestnet Portfolio Solutions, Inc. | 0.19% | Add +24.8% | 991,960 | $49.5M |
| Park Avenue Securities LLC | 0.25% | Add +4.8% | 381,687 | $19.0M |
| GeoWealth Management, LLC | 0.50% | Add +1.8% | 258,383 | $12.9M |
| Aspire Private Capital, LLC | 3.29% | Reduce -10.1% | 250,321 | $12.5M |
| Hibernia Wealth Partners, LLC | 6.93% | Reduce -5.0% | 204,279 | $10.2M |
| NewEdge Advisors, LLC | 0.09% | Add +11.0% | 204,019 | $10.2M |
| Harbour Investments, Inc. | 0.22% | Add +0.1% | 126,419 | $6.3M |
| Private Advisor Group, LLC | 0.04% | Add +4.7% | 119,459 | $6.0M |
| Axxcess Wealth Management, LLC | 0.16% | Add +10.0% | 112,385 | $5.6M |
| Cetera Investment Advisers | 0.01% | Add +136.5% | 107,521 | $5.4M |
| Foundations Investment Advisors, LLC | 0.14% | Add +10.0% | 107,255 | $5.3M |
| Mosley Wealth Management | 4.91% | Add +16.6% | 104,923 | $5.2M |
| TAP Consulting, LLC | 1.10% | Add +0.4% | 100,447 | $5.0M |
| Raleigh Capital Management Inc. | 2.03% | Add +5.2% | 94,258 | $4.7M |
| HighTower Advisors, LLC | 0.01% | Add +7.5% | 83,224 | $4.2M |
| AE Wealth Management LLC | 0.04% | Reduce -80.9% | 79,823 | $4.0M |
| Mariner, LLC | 0.01% | New | 69,063 | $3.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.3% | 67,014 | $3.3M |
| CreativeOne Wealth, LLC | 0.12% | Reduce -1.2% | 60,914 | $3.0M |
| Morgan Stanley | 0.00% | Add +3.6% | 60,484 | $3.0M |
| Austin Private Wealth, LLC | 0.30% | Add +25.9% | 52,173 | $2.6M |
| Lokken Investment Group LLC | 1.28% | Reduce -0.9% | 51,706 | $2.6M |
| Global Financial Private Client, LLC | 1.01% | Add +15.1% | 47,308 | $2.4M |
| Worth Financial Advisory Group, LLC | 1.43% | Add +45.7% | 41,492 | $2.1M |
| Outlook Wealth Advisors, LLC | 0.62% | Reduce -2.7% | 40,435 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.6% | 35,307 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -5.7% | 33,796 | $1.7M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +3.7% | 32,438 | $1.6M |
| Kelly Financial Services LLC | 0.59% | Reduce -7.9% | 30,902 | $1.5M |
| Balboa Wealth Partners | 0.47% | Add +23.8% | 29,849 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -40.0% | 28,973 | $1.4M |
| Apella Capital, LLC | 0.07% | Add +0.1% | 28,988 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -55.1% | 18,329 | $914K |
| Jane Street Group, LLC | 0.00% | New | 17,677 | $881K |
| Argent Trust Co | 0.04% | Reduce -8.9% | 16,583 | $827K |
| Aveo Capital Partners, LLC | 0.09% | Add +18.2% | 16,785 | $811K |
| Compound Planning, Inc. | 0.07% | Reduce -1.0% | 15,560 | $776K |
| FWG Investments, LLC. | 0.81% | Add +13.0% | 15,005 | $748K |
| Richard W. Paul & Associates, LLC | 0.30% | Reduce -11.4% | 14,890 | $742K |
| Lockerman Financial Group, Inc. | 1.39% | Add +0.1% | 14,533 | $725K |
| Silver Oak Securities, Incorporated | 0.10% | Add +0.2% | 12,472 | $622K |
| Capital Asset Advisory Services LLC | 0.03% | Add +140.2% | 12,198 | $602K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +37.9% | 11,745 | $586K |
| Silverlake Wealth Management LLC | 0.29% | Reduce -5.2% | 11,530 | $575K |
| Castleview Partners, LLC | 0.26% | Add +60.9% | 9,466 | $472K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -6.0% | 9,461 | $472K |
| Citadel Advisors | 0.00% | Reduce -44.3% | 9,455 | $471K |
| International Private Wealth Advisors LLC | 0.89% | Reduce -91.7% | 9,233 | $460K |
| Stifel Financial Corp. | 0.00% | New | 9,126 | $455K |
| Absolute Capital Management, LLC | 0.28% | Reduce -10.3% | 8,793 | $438K |
| Triumph Capital Management | 0.17% | Add +6.0% | 8,563 | $426K |
| Iams Wealth Management, LLC | 0.25% | New | 8,600 | $415K |
| Royal Bank of Canada | 0.00% | Reduce -57.5% | 7,878 | $393K |
| Virtu Financial LLC | 0.03% | New | 7,590 | $378K |
| Capital CS Group, LLC | 0.37% | New | 7,449 | $371K |
| Truist Financial Corp. | 0.00% | Add +0.1% | 7,385 | $368K |
| FSA Advisors, Inc. | 0.39% | Reduce -2.5% | 7,211 | $360K |
| Creative Planning | 0.00% | No change | 6,540 | $326K |
| Fort Point Capital Partners LLC | 0.04% | Add +3.6% | 6,345 | $316K |
| USAdvisors Wealth Management, LLC | 0.12% | Add +0.2% | 6,218 | $309K |
| Balefire, LLC | 0.11% | Add +14.4% | 5,903 | $294K |
| Maripau Wealth Management LLC | 0.21% | Add +0.1% | 5,699 | $284K |
| Signal Advisors Wealth, LLC | 0.07% | Add +0.1% | 5,699 | $284K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -49.7% | 5,199 | $259K |
| Janney Montgomery Scott LLC | 0.00% | New | 5,125 | $256K |
| Verus Capital Partners, LLC | 0.03% | Reduce -1.3% | 4,982 | $248K |
| Nwam LLC | 0.02% | Add +1.2% | 4,765 | $233K |
| Private Client Services, LLC | 0.14% | New | 4,259 | $212K |
| Caitlin John, LLC | 0.16% | Add +0.7% | 4,110 | $205K |
| TD Capital Management LLC | 0.02% | Add +0.1% | 3,054 | $152K |
| Parallel Advisors, LLC | 0.00% | Add +0.2% | 2,922 | $146K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.7% | 2,648 | $132K |
| Richardson Financial Services Inc. | 0.08% | New | 2,141 | $107K |
| Smartleaf Asset Management LLC | 0.02% | Add +34.8% | 1,596 | $79K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,244 | $62K |
| Frazier Financial Advisors, LLC | 0.04% | Reduce -41.6% | 1,051 | $52K |
| Global Retirement Partners, LLC | 0.00% | Add +3.7% | 582 | $29K |
| REAP Financial Group, LLC | 0.01% | No change | 485 | $24K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 378 | $19K |
| CoreCap Advisors, LLC | 0.00% | New | 332 | $17K |
| Tidemark, LLC | 0.01% | No change | 322 | $16K |
| Future Financial Wealth Managment LLC | 0.01% | New | 181 | $9K |
| Covestor Ltd | 0.00% | No change | 108 | $5K |
| Wells Fargo & Company | 0.00% | Reduce -99.3% | 1 | $35 |
"% of holder's portfolio" is XLSR's weight in each manager's 13F, not the share of SS US Sector Rotation the manager owns.