SS US Sector RotationXLSRETF
13F holders, Q2 2024 (June 30)91holders +5
8new positions
6sold out
1famous investor
$50.71avg. 13F price*
At the end of Q2 2024, 91 institutions reported holding SS US Sector Rotation (XLSR) in their 13F filings, up 5 from Q1 2024. 8 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($197.1M), Envestnet Portfolio Solutions, Inc. ($62.6M) and Envestnet Asset Management Inc. ($56.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS US Sector Rotation
- Filed as
- SSGA ACTIVE TR (Q2 2024)
- CUSIP
- 78470P408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $12.2M |
| Exits | 6 | $1.8M |
All 13F filers, Q1 2024 → Q2 2024: 1,422,159 shares bought and 307,616 shares sold, net +1,114,543 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| LPL Financial LLC | 0.10% | Add +10.8% | 3,873,118 | $197.1M |
| Envestnet Portfolio Solutions, Inc. | 0.22% | Add +23.9% | 1,229,502 | $62.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +3.3% | 1,105,427 | $56.3M |
| Hibernia Wealth Partners, LLC | 7.73% | Add +113.5% | 436,229 | $22.2M |
| Park Avenue Securities LLC | 0.25% | Add +3.3% | 394,365 | $20.1M |
| Aspire Private Capital, LLC | 3.23% | Reduce -1.6% | 246,411 | $12.5M |
| NewEdge Advisors, LLC | 0.08% | Add +5.2% | 214,639 | $10.9M |
| Landmark Wealth Management, Inc. | 5.92% | New | 211,429 | $10.8M |
| Mariner, LLC | 0.02% | Add +134.5% | 161,956 | $8.2M |
| Harbour Investments, Inc. | 0.24% | Add +11.1% | 140,503 | $7.2M |
| Foundations Investment Advisors, LLC | 0.17% | Add +26.4% | 135,519 | $6.9M |
| Mosley Wealth Management | 5.83% | Add +28.2% | 134,499 | $6.8M |
| Private Advisor Group, LLC | 0.04% | Add +1.5% | 121,215 | $6.2M |
| Axxcess Wealth Management, LLC | 0.15% | Reduce -1.9% | 110,247 | $5.6M |
| TAP Consulting, LLC | 1.07% | Reduce -0.9% | 99,572 | $5.1M |
| Raleigh Capital Management Inc. | 2.14% | Add +4.9% | 98,850 | $5.0M |
| Cetera Investment Advisers | 0.01% | Reduce -11.5% | 95,183 | $4.8M |
| Sanctuary Advisors, LLC | 0.03% | — | 94,877 | $4.6M |
| AE Wealth Management LLC | 0.05% | Add +11.3% | 88,843 | $4.5M |
| HighTower Advisors, LLC | 0.01% | Add +3.9% | 86,450 | $4.4M |
| Morgan Stanley | 0.00% | Add +27.0% | 76,795 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.2% | 66,887 | $3.4M |
| GeoWealth Management, LLC | 0.15% | Reduce -74.6% | 65,740 | $3.3M |
| CreativeOne Wealth, LLC | 0.15% | Reduce -4.7% | 58,026 | $3.0M |
| Lokken Investment Group LLC | 1.25% | Add +0.8% | 52,115 | $2.7M |
| Austin Private Wealth, LLC | 0.28% | Reduce -0.5% | 51,933 | $2.6M |
| Global Financial Private Client, LLC | 1.03% | Add +2.3% | 48,402 | $2.5M |
| Worth Financial Advisory Group, LLC | 1.50% | Add +8.3% | 44,953 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.7% | 33,220 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -6.8% | 32,903 | $1.7M |
| Apella Capital, LLC | 0.07% | Reduce -0.3% | 28,903 | $1.5M |
| Kelly Financial Services LLC | 0.53% | Reduce -5.1% | 29,338 | $1.5M |
| Balboa Wealth Partners | 0.40% | Reduce -1.8% | 29,307 | $1.5M |
| International Private Wealth Advisors LLC | 2.46% | Add +210.7% | 28,686 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -17.9% | 26,647 | $1.4M |
| Aveo Capital Partners, LLC | 0.11% | Add +16.8% | 19,608 | $998K |
| Iams Wealth Management, LLC | 0.52% | Add +115.2% | 18,506 | $942K |
| Citadel Advisors | 0.00% | Add +78.4% | 16,871 | $859K |
| FWG Investments, LLC. | 0.85% | Add +10.2% | 16,540 | $842K |
| Argent Trust Co | 0.04% | Reduce -4.2% | 15,891 | $809K |
| Compound Planning, Inc. | 0.06% | Reduce -0.8% | 15,433 | $785K |
| Osaic Holdings, Inc. | 0.00% | Reduce -48.4% | 14,953 | $761K |
| Richard W. Paul & Associates, LLC | 0.29% | Reduce -2.3% | 14,544 | $740K |
| Spectrum Planning & Advisory Services Inc. | 0.71% | — | 14,412 | $733K |
| Lockerman Financial Group, Inc. | 1.31% | Reduce -2.7% | 14,145 | $720K |
| Capital Asset Advisory Services LLC | 0.04% | Add +11.9% | 13,652 | $706K |
| Castleview Partners, LLC | 0.40% | Add +46.0% | 13,819 | $703K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +16.6% | 13,695 | $697K |
| Principal Securities, Inc. | 0.02% | New | 13,426 | $683K |
| Silver Oak Securities, Incorporated | 0.09% | Reduce -3.4% | 12,044 | $613K |
| Royal Bank of Canada | 0.00% | Add +44.4% | 11,378 | $579K |
| Triumph Capital Management | 0.20% | Add +18.2% | 10,118 | $515K |
| Silverlake Wealth Management LLC | 0.21% | Reduce -14.1% | 9,908 | $504K |
| Wells Fargo & Company | 0.00% | Add +936100.0% | 9,362 | $476K |
| Stifel Financial Corp. | 0.00% | Reduce -0.8% | 9,057 | $461K |
| Janney Montgomery Scott LLC | 0.00% | Add +68.3% | 8,625 | $439K |
| Atria Investments, Inc | 0.01% | New | 8,560 | $436K |
| Capital CS Group, LLC | 0.48% | Add +10.8% | 8,250 | $420K |
| Absolute Capital Management, LLC | 0.23% | Reduce -13.8% | 7,577 | $386K |
| FSA Advisors, Inc. | 0.37% | No change | 7,211 | $360K |
| Private Client Services, LLC | 0.22% | Add +61.7% | 6,887 | $350K |
| Creative Planning | 0.00% | Add +4.6% | 6,840 | $348K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -28.2% | 6,790 | $346K |
| Fort Point Capital Partners LLC | 0.04% | Add +4.9% | 6,655 | $339K |
| Truist Financial Corp. | 0.00% | Reduce -12.1% | 6,490 | $330K |
| Outlook Wealth Advisors, LLC | 0.10% | Reduce -3.4% | 39,048 | $321K |
| USAdvisors Wealth Management, LLC | 0.11% | Add +0.2% | 6,230 | $319K |
| Maia Wealth LLC | 0.09% | — | 6,031 | $313K |
| Balefire, LLC | 0.11% | Add +2.8% | 6,066 | $309K |
| Maripau Wealth Management LLC | 0.18% | Reduce -10.2% | 5,118 | $260K |
| Susquehanna International Group, LLP | 0.00% | Reduce -72.8% | 4,995 | $254K |
| Verus Capital Partners, LLC | 0.03% | Reduce -0.3% | 4,969 | $253K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -5.3% | 4,926 | $251K |
| True Vision MN LLC | 0.16% | New | 4,868 | $248K |
| TD Capital Management LLC | 0.02% | Add +0.1% | 3,057 | $156K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -7.3% | 2,454 | $125K |
| Richardson Financial Services Inc. | 0.08% | Reduce -0.3% | 2,134 | $109K |
| Smartleaf Asset Management LLC | 0.01% | Add +12.9% | 1,802 | $92K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,244 | $63K |
| JPMorgan Chase & Co. | 0.00% | New | 1,000 | $51K |
| Frazier Financial Advisors, LLC | 0.03% | Reduce -32.6% | 708 | $36K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.2% | 581 | $30K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 517 | $26K |
| REAP Financial Group, LLC | 0.01% | Reduce -6.2% | 455 | $23K |
| Parallel Advisors, LLC | 0.00% | Reduce -86.2% | 402 | $20K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +0.3% | 379 | $19K |
| CoreCap Advisors, LLC | 0.00% | No change | 332 | $17K |
| Private Trust Co. NA | 0.00% | New | 200 | $10K |
| Covestor Ltd | 0.00% | Add +4.6% | 113 | $6K |
| Caitlin John, LLC | 0.00% | Reduce -99.8% | 6 | $308 |
| Triad Wealth Partners, LLC | 0.00% | New | 2 | $87 |
"% of holder's portfolio" is XLSR's weight in each manager's 13F, not the share of SS US Sector Rotation the manager owns.