SS US Sector RotationXLSRETF
13F holders, Q4 2024 (December 31)104holders +12
6new positions
4sold out
1famous investor
$53.49avg. 13F price*
At the end of Q4 2024, 104 institutions reported holding SS US Sector Rotation (XLSR) in their 13F filings, up 12 from Q3 2024. 6 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($221.4M), Envestnet Portfolio Solutions, Inc. ($88.4M) and Envestnet Asset Management Inc. ($73.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS US Sector Rotation
- Filed as
- SSGA ACTIVE TR (Q4 2024)
- CUSIP
- 78470P408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.7M |
| Exits | 4 | $822K |
All 13F filers, Q3 2024 → Q4 2024: 882,394 shares bought and 385,215 shares sold, net +497,179 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| LPL Financial LLC | 0.09% | Add +2.5% | 4,142,278 | $221.4M |
| Envestnet Portfolio Solutions, Inc. | 0.29% | Add +8.4% | 1,654,622 | $88.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +16.7% | 1,370,132 | $73.2M |
| Park Avenue Securities LLC | 0.23% | Add +2.8% | 420,225 | $22.5M |
| GeoWealth Management, LLC | 0.48% | Reduce -4.8% | 276,635 | $14.8M |
| NewEdge Advisors, LLC | 0.08% | Add +0.5% | 241,745 | $12.9M |
| Landmark Wealth Management, Inc. | 6.12% | Add +0.9% | 235,066 | $12.6M |
| Aspire Private Capital, LLC | 3.11% | Reduce -8.6% | 234,857 | $12.6M |
| Hibernia Wealth Partners, LLC | 8.93% | Reduce -51.0% | 218,473 | $11.7M |
| Mariner, LLC | 0.02% | Add +12.9% | 212,551 | $11.4M |
| Mosley Wealth Management | 6.22% | Add +13.2% | 182,674 | $10.0M |
| Foundations Investment Advisors, LLC | 0.19% | Add +16.1% | 181,254 | $9.7M |
| Harbour Investments, Inc. | 0.26% | Add +0.7% | 167,704 | $9.0M |
| Signal Advisors Wealth, LLC | 0.98% | Add +3400.5% | 162,283 | $8.7M |
| Sharkey, Howes & Javer | 1.19% | Add +10.9% | 158,314 | $8.5M |
| Sanctuary Advisors, LLC | 0.04% | Add +1.4% | 115,180 | $6.4M |
| Raleigh Capital Management Inc. | 2.38% | Add +1.0% | 115,584 | $6.2M |
| Authentikos Wealth Advisory, LLC | 5.59% | Reduce -2.8% | 105,792 | $5.7M |
| TAP Consulting, LLC | 1.14% | Add +3.1% | 104,134 | $5.6M |
| Private Advisor Group, LLC | 0.03% | Add +3.3% | 100,658 | $5.4M |
| Axxcess Wealth Management, LLC | 0.13% | Reduce -9.5% | 97,104 | $5.2M |
| Morgan Stanley | 0.00% | Add +14.7% | 96,507 | $5.2M |
| AE Wealth Management LLC | 0.04% | Add +3.0% | 94,689 | $5.1M |
| Cetera Investment Advisers | 0.01% | Reduce -0.9% | 92,244 | $4.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.4% | 89,724 | $4.8M |
| Kraft, Davis & Associates, LLC | 1.31% | Add +1929.4% | 83,712 | $4.6M |
| CreativeOne Wealth, LLC | 0.14% | Add +23.1% | 85,090 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.1% | 68,225 | $3.6M |
| Austin Private Wealth, LLC | 0.32% | Add +17.9% | 64,739 | $3.5M |
| Novus Advisors, LLC | 2.92% | — | 54,915 | $2.9M |
| Global Financial Private Client, LLC | 0.99% | Add +2.3% | 49,593 | $2.7M |
| International Private Wealth Advisors LLC | 2.63% | Add +30.3% | 49,445 | $2.6M |
| Lokken Investment Group LLC | 1.12% | Reduce -6.9% | 48,466 | $2.6M |
| Worth Financial Advisory Group, LLC | 1.40% | Reduce -11.3% | 42,477 | $2.3M |
| Outlook Wealth Advisors, LLC | 0.58% | Reduce -5.7% | 37,789 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +11.8% | 32,908 | $1.8M |
| Balboa Wealth Partners | 0.35% | Reduce -5.7% | 28,725 | $1.5M |
| Apella Capital, LLC | 0.06% | Reduce -0.5% | 28,221 | $1.5M |
| Iams Wealth Management, LLC | 0.69% | Add +9.1% | 28,213 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -15.2% | 26,758 | $1.4M |
| Midwest Financial Network, LLC | 1.47% | — | 26,410 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -4.2% | 26,364 | $1.4M |
| Hilltop Holdings Inc. | 0.08% | Reduce -2.6% | 23,170 | $1.2M |
| Aveo Capital Partners, LLC | 0.13% | Reduce -5.3% | 21,975 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +66.6% | 21,153 | $1.1M |
| Bison Wealth, LLC | 0.13% | — | 19,889 | $1.1M |
| Croban | 0.96% | — | 18,257 | $975K |
| FWG Investments, LLC. | 0.74% | Reduce -1.8% | 17,767 | $949K |
| Kelly Financial Services LLC | 0.32% | Reduce -44.5% | 16,811 | $898K |
| Spectrum Planning & Advisory Services Inc. | 0.72% | Reduce -3.4% | 15,578 | $832K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +30.7% | 14,730 | $787K |
| Lockerman Financial Group, Inc. | 1.28% | Reduce -0.3% | 14,032 | $750K |
| Argent Trust Co | 0.03% | Reduce -6.2% | 13,963 | $746K |
| Capital Asset Advisory Services LLC | 0.04% | Reduce -3.3% | 13,736 | $741K |
| Principal Securities, Inc. | 0.02% | Reduce -5.2% | 12,957 | $692K |
| Richard W. Paul & Associates, LLC | 0.24% | Reduce -10.6% | 12,449 | $665K |
| Susquehanna International Group, LLP | 0.00% | New | 12,273 | $656K |
| Silver Oak Securities, Incorporated | 0.06% | Add +0.1% | 12,083 | $648K |
| Absolute Capital Management, LLC | 0.30% | Add +4.0% | 10,158 | $545K |
| Stifel Financial Corp. | 0.00% | Reduce -3.3% | 10,041 | $537K |
| Castleview Partners, LLC | 0.28% | Add +5.0% | 9,777 | $521K |
| Silverlake Wealth Management LLC | 0.19% | Reduce -2.7% | 9,010 | $481K |
| Capital CS Group, LLC | 0.63% | Add +12.5% | 8,820 | $471K |
| Triumph Capital Management | 0.16% | Reduce -17.5% | 8,716 | $466K |
| Compound Planning, Inc. | 0.02% | Reduce -43.9% | 7,890 | $422K |
| FSA Advisors, Inc. | 0.47% | Add +0.3% | 7,154 | $382K |
| Allworth Financial LP | 0.00% | New | 6,814 | $377K |
| Creative Planning | 0.00% | No change | 6,840 | $366K |
| Fort Point Capital Partners LLC | 0.04% | No change | 6,655 | $356K |
| Private Client Services, LLC | 0.19% | Reduce -4.7% | 6,575 | $351K |
| Atria Investments, Inc | 0.00% | Reduce -34.5% | 6,545 | $350K |
| Truist Financial Corp. | 0.00% | Reduce -4.6% | 6,359 | $340K |
| Maia Wealth LLC | 0.07% | Reduce -2.4% | 5,713 | $312K |
| Balefire, LLC | 0.10% | Reduce -2.4% | 5,638 | $300K |
| M1 Capital Management LLC | 0.16% | — | 5,377 | $287K |
| First Heartland Consultants, Inc. | 0.03% | Add +8.3% | 5,242 | $280K |
| Nwam LLC | 0.02% | No change | 5,073 | $271K |
| Transce3nd, LLC | 0.09% | — | 4,865 | $260K |
| Citadel Advisors | 0.00% | Reduce -72.5% | 4,853 | $259K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 4,799 | $256K |
| True Vision MN LLC | 0.14% | Reduce -6.6% | 4,545 | $243K |
| Maripau Wealth Management LLC | 0.14% | New | 4,364 | $233K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -2.8% | 4,305 | $230K |
| J2 Capital Management Inc | 0.21% | — | 4,241 | $227K |
| Smartleaf Asset Management LLC | 0.02% | Add +88.4% | 3,059 | $164K |
| TD Capital Management LLC | 0.02% | Add +0.1% | 3,062 | $164K |
| MeadowBrook Investment Advisors LLC | 0.12% | New | 2,509 | $134K |
| Richardson Financial Services Inc. | 0.08% | Reduce -50.3% | 2,109 | $113K |
| Osaic Holdings, Inc. | 0.00% | Reduce -81.7% | 2,043 | $109K |
| Farther Finance Advisors, LLC | 0.00% | Add +24.3% | 1,978 | $106K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19.1% | 1,482 | $79K |
| Frazier Financial Advisors, LLC | 0.03% | Add +0.3% | 711 | $38K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 517 | $28K |
| Global Retirement Partners, LLC | 0.00% | Reduce -18.6% | 473 | $25K |
| REAP Financial Group, LLC | 0.01% | Add +0.2% | 468 | $25K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 355 | $19K |
| Wells Fargo & Company | 0.00% | Reduce -98.2% | 262 | $14K |
| CoreCap Advisors, LLC | 0.00% | Add +0.4% | 227 | $12K |
| Private Trust Co. NA | 0.00% | No change | 200 | $11K |
| Covestor Ltd | 0.01% | Add +25.9% | 180 | $10K |
"% of holder's portfolio" is XLSR's weight in each manager's 13F, not the share of SS US Sector Rotation the manager owns.