SS US Sector RotationXLSRETF
13F holders, Q3 2024 (September 30)92holders +1
9new positions
8sold out
1famous investor
$51.87avg. 13F price*
At the end of Q3 2024, 92 institutions reported holding SS US Sector Rotation (XLSR) in their 13F filings, up 1 from Q2 2024. 9 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($209.4M), Envestnet Portfolio Solutions, Inc. ($79.1M) and Envestnet Asset Management Inc. ($60.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS US Sector Rotation
- Filed as
- SSGA ACTIVE TR (Q3 2024)
- CUSIP
- 78470P408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $15.3M |
| Exits | 8 | $1.3M |
All 13F filers, Q2 2024 → Q3 2024: 1,347,403 shares bought and 76,817 shares sold, net +1,270,586 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 92 holders
| LPL Financial LLC | 0.09% | Add +4.3% | 4,039,488 | $209.4M |
| Envestnet Portfolio Solutions, Inc. | 0.26% | Add +24.2% | 1,526,940 | $79.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +6.2% | 1,173,840 | $60.8M |
| Hibernia Wealth Partners, LLC | 8.01% | Add +2.2% | 445,909 | $23.1M |
| Park Avenue Securities LLC | 0.24% | Add +3.7% | 408,809 | $21.2M |
| GeoWealth Management, LLC | 0.53% | Add +342.1% | 290,611 | $15.1M |
| Aspire Private Capital, LLC | 3.17% | Add +4.2% | 256,842 | $13.3M |
| NewEdge Advisors, LLC | 0.08% | Add +12.1% | 240,653 | $12.5M |
| Landmark Wealth Management, Inc. | 6.02% | Add +10.2% | 232,958 | $12.1M |
| Mariner, LLC | 0.02% | Add +16.3% | 188,297 | $9.8M |
| Harbour Investments, Inc. | 0.26% | Add +18.5% | 166,516 | $8.6M |
| Mosley Wealth Management | 5.80% | Add +20.0% | 161,363 | $8.5M |
| Foundations Investment Advisors, LLC | 0.17% | Add +15.2% | 156,142 | $8.1M |
| Sharkey, Howes & Javer | 1.05% | New | 142,778 | $7.4M |
| Sanctuary Advisors, LLC | 0.04% | Add +19.8% | 113,616 | $6.2M |
| Raleigh Capital Management Inc. | 2.29% | Add +15.8% | 114,456 | $5.9M |
| Authentikos Wealth Advisory, LLC | 5.43% | New | 108,854 | $5.6M |
| Axxcess Wealth Management, LLC | 0.14% | Reduce -2.7% | 107,304 | $5.6M |
| TAP Consulting, LLC | 1.03% | Add +1.4% | 101,014 | $5.2M |
| Private Advisor Group, LLC | 0.03% | Reduce -19.6% | 97,402 | $5.0M |
| Cetera Investment Advisers | 0.01% | Reduce -2.2% | 93,101 | $4.8M |
| AE Wealth Management LLC | 0.04% | Add +3.5% | 91,919 | $4.8M |
| HighTower Advisors, LLC | 0.01% | Add +5.3% | 91,031 | $4.7M |
| Morgan Stanley | 0.00% | Add +9.6% | 84,137 | $4.4M |
| CreativeOne Wealth, LLC | 0.12% | Add +19.1% | 69,095 | $3.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.9% | 67,512 | $3.5M |
| Austin Private Wealth, LLC | 0.28% | Add +5.8% | 54,922 | $2.8M |
| Lokken Investment Group LLC | 1.13% | Reduce -0.1% | 52,044 | $2.7M |
| Global Financial Private Client, LLC | 0.98% | Add +0.1% | 48,469 | $2.5M |
| Worth Financial Advisory Group, LLC | 1.46% | Add +6.5% | 47,862 | $2.5M |
| Outlook Wealth Advisors, LLC | 0.60% | Add +2.6% | 40,064 | $2.1M |
| International Private Wealth Advisors LLC | 2.88% | Add +32.3% | 37,962 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.1% | 31,541 | $1.6M |
| Balboa Wealth Partners | 0.39% | Add +3.9% | 30,447 | $1.6M |
| Kelly Financial Services LLC | 0.58% | Add +3.3% | 30,314 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -11.4% | 29,431 | $1.5M |
| Apella Capital, LLC | 0.06% | Reduce -1.9% | 28,363 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +3.2% | 27,507 | $1.4M |
| Iams Wealth Management, LLC | 0.66% | Add +39.8% | 25,863 | $1.3M |
| Hilltop Holdings Inc. | 0.08% | New | 23,787 | $1.2M |
| Aveo Capital Partners, LLC | 0.13% | Add +18.4% | 23,218 | $1.2M |
| FWG Investments, LLC. | 0.81% | Add +9.4% | 18,097 | $938K |
| Citadel Advisors | 0.00% | Add +4.6% | 17,648 | $915K |
| Spectrum Planning & Advisory Services Inc. | 0.80% | Add +11.9% | 16,129 | $836K |
| Argent Trust Co | 0.03% | Reduce -6.3% | 14,889 | $772K |
| Wells Fargo & Company | 0.00% | Add +53.1% | 14,338 | $743K |
| Capital Asset Advisory Services LLC | 0.04% | Add +4.0% | 14,198 | $737K |
| Lockerman Financial Group, Inc. | 1.23% | Reduce -0.5% | 14,070 | $729K |
| Compound Planning, Inc. | 0.05% | Reduce -8.9% | 14,062 | $729K |
| Richard W. Paul & Associates, LLC | 0.26% | Reduce -4.2% | 13,930 | $722K |
| Principal Securities, Inc. | 0.02% | Add +1.8% | 13,670 | $709K |
| Royal Bank of Canada | 0.00% | Add +11.6% | 12,699 | $658K |
| Silver Oak Securities, Incorporated | 0.07% | Add +0.2% | 12,067 | $624K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -17.7% | 11,270 | $584K |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.5% | 11,135 | $577K |
| Janney Montgomery Scott LLC | 0.00% | Add +29.0% | 11,125 | $577K |
| Triumph Capital Management | 0.20% | Add +4.5% | 10,569 | $548K |
| Stifel Financial Corp. | 0.00% | Add +14.7% | 10,387 | $538K |
| Atria Investments, Inc | 0.01% | Add +16.8% | 9,997 | $518K |
| Absolute Capital Management, LLC | 0.30% | Add +28.9% | 9,769 | $506K |
| Castleview Partners, LLC | 0.28% | Reduce -32.6% | 9,310 | $483K |
| Silverlake Wealth Management LLC | 0.18% | Reduce -6.6% | 9,258 | $480K |
| Capital CS Group, LLC | 0.49% | Reduce -5.0% | 7,838 | $406K |
| FSA Advisors, Inc. | 0.36% | Reduce -1.1% | 7,134 | $363K |
| Private Client Services, LLC | 0.19% | Add +0.2% | 6,899 | $358K |
| Creative Planning | 0.00% | No change | 6,840 | $355K |
| Truist Financial Corp. | 0.00% | Add +2.7% | 6,668 | $346K |
| Fort Point Capital Partners LLC | 0.04% | No change | 6,655 | $345K |
| Maia Wealth LLC | 0.08% | Reduce -3.0% | 5,851 | $306K |
| Balefire, LLC | 0.10% | Reduce -4.8% | 5,775 | $299K |
| Nwam LLC | 0.02% | New | 5,073 | $263K |
| True Vision MN LLC | 0.15% | No change | 4,868 | $252K |
| First Heartland Consultants, Inc. | 0.03% | New | 4,840 | $251K |
| Signal Advisors Wealth, LLC | 0.03% | New | 4,636 | $240K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -10.1% | 4,431 | $230K |
| Verus Capital Partners, LLC | 0.02% | Reduce -12.2% | 4,361 | $226K |
| Richardson Financial Services Inc. | 0.14% | Add +98.8% | 4,243 | $218K |
| Kraft, Davis & Associates, LLC | 0.06% | New | 4,125 | $214K |
| TD Capital Management LLC | 0.02% | Add +0.1% | 3,060 | $159K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -9.9% | 1,624 | $84K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -35.2% | 1,591 | $82K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,244 | $64K |
| Frazier Financial Advisors, LLC | 0.03% | Add +0.1% | 709 | $37K |
| Global Retirement Partners, LLC | 0.00% | No change | 581 | $30K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 517 | $27K |
| REAP Financial Group, LLC | 0.01% | Add +2.6% | 467 | $24K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +0.3% | 380 | $19K |
| CoreCap Advisors, LLC | 0.00% | Reduce -31.9% | 226 | $12K |
| Private Trust Co. NA | 0.00% | No change | 200 | $10K |
| Future Financial Wealth Managment LLC | 0.01% | New | 181 | $9K |
| Covestor Ltd | 0.00% | Add +26.6% | 143 | $7K |
| FMR LLC | 0.00% | New | 1 | $52 |
"% of holder's portfolio" is XLSR's weight in each manager's 13F, not the share of SS US Sector Rotation the manager owns.