SS US Sector RotationXLSRETF
13F holders, Q1 2025 (March 31)109holders +5
13new positions
6sold out
$50.77avg. 13F price*
At the end of Q1 2025, 109 institutions reported holding SS US Sector Rotation (XLSR) in their 13F filings, up 5 from Q4 2024. 13 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($220.0M), Envestnet Portfolio Solutions, Inc. ($88.7M) and Envestnet Asset Management Inc. ($74.2M).
- Company
- SS US Sector Rotation
- Filed as
- SSGA ACTIVE TR (Q1 2025)
- CUSIP
- 78470P408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $4.1M |
| Exits | 6 | $7.6M |
All 13F filers, Q4 2024 → Q1 2025: 793,316 shares bought and 601,153 shares sold, net +192,163 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 109 holders
| LPL Financial LLC | 0.09% | Add +4.6% | 4,333,078 | $220.0M |
| Envestnet Portfolio Solutions, Inc. | 0.34% | Add +5.6% | 1,748,015 | $88.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +6.7% | 1,461,878 | $74.2M |
| Park Avenue Securities LLC | 0.27% | Add +2.5% | 430,923 | $21.9M |
| NewEdge Advisors, LLC | 0.08% | Add +15.3% | 278,772 | $14.2M |
| Landmark Wealth Management, Inc. | 6.14% | Add +7.9% | 253,644 | $12.9M |
| Aspire Private Capital, LLC | 2.92% | Reduce -1.7% | 230,882 | $11.7M |
| Mariner, LLC | 0.02% | Add +2.1% | 217,038 | $11.0M |
| Hibernia Wealth Partners, LLC | 7.63% | Reduce -3.2% | 211,492 | $10.7M |
| Foundations Investment Advisors, LLC | 0.18% | Add +4.6% | 189,601 | $9.6M |
| Austin Private Wealth, LLC | 0.81% | Add +175.4% | 178,265 | $9.1M |
| Harbour Investments, Inc. | 0.25% | Add +3.0% | 172,661 | $8.8M |
| Signal Advisors Wealth, LLC | 0.85% | Add +6.0% | 172,049 | $8.7M |
| Sharkey, Howes & Javer | 1.17% | Add +1.7% | 161,014 | $8.2M |
| Raleigh Capital Management Inc. | 2.93% | Add +10.2% | 127,350 | $6.5M |
| Cetera Investment Advisers | 0.01% | Add +22.7% | 113,194 | $5.7M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -2.4% | 112,412 | $5.7M |
| AE Wealth Management LLC | 0.05% | Add +11.9% | 105,950 | $5.4M |
| Axxcess Wealth Management, LLC | 0.14% | Add +3.7% | 100,663 | $5.1M |
| CreativeOne Wealth, LLC | 0.15% | Add +16.3% | 98,968 | $5.0M |
| HighTower Advisors, LLC | 0.01% | Add +0.6% | 90,240 | $4.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.8% | 66,292 | $3.4M |
| Private Advisor Group, LLC | 0.02% | Reduce -34.6% | 65,828 | $3.3M |
| GeoWealth Management, LLC | 0.12% | Reduce -78.7% | 58,861 | $3.0M |
| Novus Advisors, LLC | 2.95% | Add +5.0% | 57,674 | $2.9M |
| International Private Wealth Advisors LLC | 2.70% | Add +12.0% | 55,400 | $2.8M |
| Global Financial Private Client, LLC | 0.99% | Add +3.0% | 51,077 | $2.6M |
| Morgan Stanley | 0.00% | Reduce -47.3% | 50,849 | $2.6M |
| Outlook Wealth Advisors, LLC | 0.56% | Add +5.0% | 39,687 | $2.0M |
| Worth Financial Advisory Group, LLC | 1.13% | Reduce -17.3% | 35,134 | $1.8M |
| Lockerman Financial Group, Inc. | 2.67% | Add +147.9% | 34,791 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.2% | 33,947 | $1.7M |
| Balboa Wealth Partners | 0.38% | Add +6.2% | 30,509 | $1.5M |
| Iams Wealth Management, LLC | 0.68% | Add +3.0% | 29,064 | $1.5M |
| Midwest Financial Network, LLC | 1.45% | Add +8.1% | 28,553 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.9% | 27,521 | $1.4M |
| Apella Capital, LLC | 0.05% | Add +0.1% | 28,244 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -9.3% | 23,915 | $1.2M |
| Hilltop Holdings Inc. | 0.07% | Add +0.7% | 23,329 | $1.2M |
| Croban | 1.05% | Add +23.2% | 22,495 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +1.2% | 21,403 | $1.1M |
| NorthRock Partners, LLC | 0.04% | New | 21,297 | $1.1M |
| Virtu Financial LLC | 0.06% | New | 20,512 | $1.0M |
| Lokken Investment Group LLC | 0.39% | Reduce -62.7% | 18,077 | $918K |
| Spectrum Planning & Advisory Services Inc. | 0.66% | Add +0.1% | 15,590 | $792K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +3.7% | 15,274 | $775K |
| Bison Wealth, LLC | 0.07% | Reduce -23.8% | 15,148 | $769K |
| Capital Asset Advisory Services LLC | 0.04% | Add +4.9% | 14,411 | $740K |
| Principal Securities, Inc. | 0.02% | No change | 12,957 | $692K |
| Argent Trust Co | 0.03% | Reduce -2.5% | 13,615 | $691K |
| Richard W. Paul & Associates, LLC | 0.25% | Add +2.3% | 12,737 | $647K |
| FWG Investments, LLC. | 0.74% | Reduce -30.3% | 12,388 | $629K |
| Silver Oak Securities, Incorporated | 0.06% | No change | 12,083 | $611K |
| Jane Street Group, LLC | 0.00% | New | 11,768 | $597K |
| Susquehanna International Group, LLP | 0.00% | Reduce -6.4% | 11,484 | $583K |
| Kelly Financial Services LLC | 0.20% | Reduce -31.7% | 11,480 | $583K |
| Triumph Capital Management | 0.19% | Add +28.1% | 11,167 | $567K |
| VestGen Advisors, LLC | 0.03% | — | 10,925 | $555K |
| Absolute Capital Management, LLC | 0.31% | Add +4.0% | 10,560 | $536K |
| Kingsview Wealth Management, LLC | 0.01% | New | 10,487 | $532K |
| Stifel Financial Corp. | 0.00% | Add +3.4% | 10,381 | $527K |
| Capital CS Group, LLC | 0.87% | Add +14.1% | 10,066 | $511K |
| Atria Investments, Inc | 0.01% | Add +45.6% | 9,533 | $484K |
| Silverlake Wealth Management LLC | 0.18% | Add +0.0% | 9,013 | $458K |
| Townsquare Capital LLC | 0.00% | New | 8,253 | $419K |
| True Vision MN LLC | 0.23% | Add +66.4% | 7,563 | $384K |
| FSA Advisors, Inc. | 0.30% | Add +4.5% | 7,475 | $379K |
| Compound Planning, Inc. | 0.02% | Reduce -13.1% | 6,853 | $348K |
| Creative Planning | 0.00% | No change | 6,840 | $347K |
| Private Client Services, LLC | 0.17% | Add +3.8% | 6,824 | $346K |
| Synovus Financial Corp. | 0.00% | New | 6,681 | $339K |
| Fort Point Capital Partners LLC | 0.04% | No change | 6,655 | $338K |
| Truist Financial Corp. | 0.00% | Add +1.8% | 6,471 | $329K |
| Allworth Financial LP | 0.00% | Reduce -3.5% | 6,578 | $323K |
| Castleview Partners, LLC | 0.20% | Reduce -40.6% | 5,806 | $295K |
| M1 Capital Management LLC | 0.18% | Add +5.2% | 5,658 | $287K |
| Balefire, LLC | 0.10% | Reduce -2.1% | 5,518 | $280K |
| Maia Wealth LLC | 0.06% | Add +0.5% | 5,744 | $277K |
| Nwam LLC | 0.02% | Add +6.6% | 5,408 | $275K |
| Osaic Holdings, Inc. | 0.00% | Add +161.5% | 5,342 | $271K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +3.4% | 4,962 | $252K |
| Kraft, Davis & Associates, LLC | 0.08% | Reduce -94.0% | 5,056 | $239K |
| Smartleaf Asset Management LLC | 0.02% | Add +47.6% | 4,516 | $228K |
| J2 Capital Management Inc | 0.20% | No change | 4,241 | $215K |
| Maripau Wealth Management LLC | 0.12% | Reduce -8.1% | 4,010 | $204K |
| Transce3nd, LLC | 0.08% | Reduce -28.4% | 3,484 | $177K |
| MeadowBrook Investment Advisors LLC | 0.12% | No change | 2,509 | $127K |
| Richardson Financial Services Inc. | 0.08% | No change | 2,109 | $107K |
| Creative Financial Designs Inc. | 0.01% | New | 1,540 | $78K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -28.0% | 1,424 | $73K |
| TD Capital Management LLC | 0.01% | Reduce -55.4% | 1,365 | $69K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -16.1% | 1,244 | $63K |
| Private Trust Co. NA | 0.01% | Add +399.5% | 999 | $51K |
| Wells Fargo & Company | 0.00% | Add +264.9% | 956 | $49K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 711 | $36K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 517 | $26K |
| REAP Financial Group, LLC | 0.01% | No change | 468 | $24K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Add +5.1% | 373 | $19K |
| Hantz Financial Services, Inc. | 0.00% | New | 318 | $16K |
| CoreCap Advisors, LLC | 0.00% | Add +18.9% | 270 | $14K |
| Arax Advisory Partners | 0.00% | New | 258 | $13K |
| JPMorgan Chase & Co. | 0.00% | Add +55.6% | 249 | $13K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 181 | $9K |
| Covestor Ltd | 0.01% | Add +1.7% | 183 | $9K |
| Brooklyn Investment Group | 0.00% | New | 159 | $8K |
| UBS Group AG | 0.00% | New | 94 | $5K |
| Rossby Financial, LCC | 0.00% | New | 25 | $1K |
| Capital A Wealth Management, LLC | 0.00% | Reduce -59.5% | 15 | $762 |
| MPWM Advisory Solutions, LLC | 0.00% | New | 3 | $152 |
"% of holder's portfolio" is XLSR's weight in each manager's 13F, not the share of SS US Sector Rotation the manager owns.