SS US Sector RotationXLSRETF
13F holders, Q2 2025 (June 30)112holders +3
9new positions
9sold out
$54.92avg. 13F price*
At the end of Q2 2025, 112 institutions reported holding SS US Sector Rotation (XLSR) in their 13F filings, up 3 from Q1 2025. 9 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($252.1M), Envestnet Portfolio Solutions, Inc. ($104.7M) and Envestnet Asset Management Inc. ($90.0M).
- Company
- SS US Sector Rotation
- Filed as
- SSGA ACTIVE TR (Q2 2025)
- CUSIP
- 78470P408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $7.5M |
| Exits | 9 | $4.1M |
All 13F filers, Q1 2025 → Q2 2025: 1,257,139 shares bought and 149,457 shares sold, net +1,107,682 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 112 holders
| LPL Financial LLC | 0.08% | Add +5.9% | 4,590,149 | $252.1M |
| Envestnet Portfolio Solutions, Inc. | 0.39% | Add +9.1% | 1,907,224 | $104.7M |
| Envestnet Asset Management Inc. | 0.03% | Add +12.2% | 1,639,645 | $90.0M |
| Park Avenue Securities LLC | 0.22% | Add +2.9% | 443,412 | $24.4M |
| Hibernia Wealth Partners, LLC | 8.42% | Add +98.9% | 420,646 | $23.1M |
| Austin Private Wealth, LLC | 1.32% | Add +70.6% | 304,084 | $16.7M |
| NewEdge Advisors, LLC | 0.08% | Add +2.5% | 285,889 | $15.7M |
| Landmark Wealth Management, Inc. | 6.22% | Add +4.3% | 264,502 | $14.5M |
| Mariner, LLC | 0.02% | Add +9.7% | 237,979 | $13.1M |
| Aspire Private Capital, LLC | 2.86% | Reduce -3.1% | 223,750 | $12.3M |
| Foundations Investment Advisors, LLC | 0.18% | Add +10.3% | 209,026 | $11.5M |
| Signal Advisors Wealth, LLC | 0.81% | Add +9.6% | 188,472 | $10.4M |
| Harbour Investments, Inc. | 0.24% | Reduce -0.1% | 172,402 | $9.5M |
| Sharkey, Howes & Javer | 1.22% | Add +3.1% | 166,085 | $9.1M |
| Cetera Investment Advisers | 0.01% | Add +21.5% | 137,575 | $7.6M |
| Raleigh Capital Management Inc. | 3.00% | Add +2.4% | 130,338 | $7.2M |
| AE Wealth Management LLC | 0.05% | Add +10.7% | 117,311 | $6.4M |
| Sanctuary Advisors, LLC | 0.04% | Add +1.5% | 114,122 | $6.3M |
| HighTower Advisors, LLC | 0.01% | Add +18.1% | 106,620 | $5.9M |
| CreativeOne Wealth, LLC | 0.15% | Add +5.9% | 104,843 | $5.8M |
| Axxcess Wealth Management, LLC | 0.13% | Reduce -5.3% | 95,282 | $5.2M |
| Private Advisor Group, LLC | 0.02% | Add +17.7% | 77,458 | $4.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.9% | 65,667 | $3.6M |
| GeoWealth Management, LLC | 0.13% | Reduce -0.2% | 58,729 | $3.2M |
| International Private Wealth Advisors LLC | 2.74% | Add +4.9% | 58,091 | $3.2M |
| Novus Advisors, LLC | 4.77% | Reduce -1.2% | 56,974 | $3.1M |
| Global Financial Private Client, LLC | 1.14% | Add +8.3% | 55,312 | $3.0M |
| Two Sigma Investments, LP | 0.01% | New | 48,200 | $2.6M |
| Morgan Stanley | 0.00% | Reduce -5.4% | 48,092 | $2.6M |
| Outlook Wealth Advisors, LLC | 0.55% | Reduce -1.5% | 39,102 | $2.1M |
| Lockerman Financial Group, Inc. | 2.74% | Add +6.6% | 37,096 | $2.0M |
| Worth Financial Advisory Group, LLC | 1.18% | Reduce 0.0% | 35,133 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.2% | 33,869 | $1.9M |
| MML Investors Services, LLC | 0.00% | New | 30,863 | $1.7M |
| Iams Wealth Management, LLC | 0.76% | Add +3.4% | 30,058 | $1.7M |
| Balboa Wealth Partners | 0.33% | Reduce -2.6% | 29,710 | $1.6M |
| Apella Capital, LLC | 0.04% | Add +0.1% | 28,268 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.6% | 27,677 | $1.5M |
| Merit Financial Group, LLC | 0.02% | New | 26,619 | $1.5M |
| Midwest Financial Network, LLC | 1.42% | Reduce -9.0% | 25,987 | $1.4M |
| Croban | 1.11% | Add +4.8% | 23,586 | $1.3M |
| Hilltop Holdings Inc. | 0.08% | Add +0.1% | 23,365 | $1.3M |
| October Effect Ltd | 1.20% | — | 18,066 | $992K |
| Lokken Investment Group LLC | 0.37% | Reduce -2.6% | 17,612 | $967K |
| Spectrum Planning & Advisory Services Inc. | 0.57% | Add +2.2% | 15,938 | $875K |
| VestGen Advisors, LLC | 0.03% | Add +40.8% | 15,382 | $858K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 14,487 | $796K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -6.6% | 14,260 | $783K |
| Argent Trust Co | 0.03% | Reduce -0.1% | 13,597 | $747K |
| Principal Securities, Inc. | 0.01% | Add +3.8% | 13,450 | $739K |
| Bison Wealth, LLC | 0.06% | Reduce -14.5% | 12,948 | $711K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -14.4% | 12,340 | $678K |
| Silver Oak Securities, Incorporated | 0.06% | Add +0.4% | 12,126 | $666K |
| Royal Bank of Canada | 0.00% | Reduce -43.9% | 12,008 | $660K |
| Richard W. Paul & Associates, LLC | 0.24% | Reduce -5.8% | 12,002 | $659K |
| FWG Investments, LLC. | 0.50% | Reduce -3.4% | 11,962 | $657K |
| Absolute Capital Management, LLC | 0.31% | Add +6.8% | 11,275 | $619K |
| Triumph Capital Management | 0.18% | Add +0.2% | 11,192 | $615K |
| Kelly Financial Services LLC | 0.18% | Reduce -4.7% | 10,936 | $601K |
| Stifel Financial Corp. | 0.00% | Add +5.3% | 10,932 | $600K |
| Capital CS Group, LLC | 0.84% | Reduce -7.0% | 9,359 | $514K |
| Atria Investments, Inc | 0.01% | Reduce -18.4% | 7,776 | $427K |
| True Vision MN LLC | 0.23% | Reduce -0.1% | 7,559 | $415K |
| FSA Advisors, Inc. | 0.34% | Add +0.5% | 7,511 | $412K |
| Truist Financial Corp. | 0.00% | Add +8.0% | 6,986 | $384K |
| First Heartland Consultants, Inc. | 0.03% | New | 6,865 | $377K |
| NorthRock Partners, LLC | 0.01% | Reduce -67.8% | 6,864 | $377K |
| Compound Planning, Inc. | 0.01% | Reduce -0.2% | 6,842 | $376K |
| Creative Planning | 0.00% | No change | 6,840 | $376K |
| Silverlake Wealth Management LLC | 0.11% | Reduce -24.2% | 6,834 | $375K |
| Synovus Financial Corp. | 0.00% | No change | 6,681 | $367K |
| Fort Point Capital Partners LLC | 0.04% | Add +0.0% | 6,657 | $366K |
| Kraft, Davis & Associates, LLC | 0.09% | Add +17.6% | 5,945 | $334K |
| Castleview Partners, LLC | 0.21% | Add +1.4% | 5,887 | $323K |
| Private Client Services, LLC | 0.12% | Reduce -15.2% | 5,790 | $318K |
| Maia Wealth LLC | 0.06% | Reduce -0.4% | 5,719 | $314K |
| Nwam LLC | 0.02% | No change | 5,408 | $303K |
| Balefire, LLC | 0.07% | Reduce -1.3% | 5,448 | $299K |
| Smartleaf Asset Management LLC | 0.03% | Add +18.9% | 5,371 | $294K |
| Raymond James Financial Inc. | 0.00% | New | 5,189 | $285K |
| M1 Capital Management LLC | 0.14% | Reduce -10.2% | 5,081 | $279K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -55.8% | 4,635 | $255K |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.3% | 4,527 | $249K |
| J2 Capital Management Inc | 0.18% | Reduce -0.4% | 4,223 | $232K |
| Allworth Financial LP | 0.00% | Reduce -38.3% | 4,061 | $223K |
| Evolution Wealth Management Inc. | 0.26% | — | 3,872 | $213K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | New | 3,862 | $212K |
| Maripau Wealth Management LLC | 0.11% | Reduce -4.1% | 3,846 | $211K |
| Transce3nd, LLC | 0.09% | Add +8.7% | 3,786 | $208K |
| Creative Financial Designs Inc. | 0.01% | Add +65.3% | 2,545 | $140K |
| MeadowBrook Investment Advisors LLC | 0.13% | No change | 2,509 | $138K |
| Richardson Financial Services Inc. | 0.08% | No change | 2,109 | $116K |
| Farther Finance Advisors, LLC | 0.00% | Add +23.0% | 1,752 | $96K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +34.2% | 1,669 | $92K |
| Private Trust Co. NA | 0.01% | Add +57.5% | 1,573 | $86K |
| TD Capital Management LLC | 0.01% | No change | 1,365 | $75K |
| Aptus Capital Advisors, LLC | 0.00% | New | 1,150 | $63K |
| Wells Fargo & Company | 0.00% | Add +14.0% | 1,090 | $60K |
| Frazier Financial Advisors, LLC | 0.03% | Add +0.1% | 712 | $39K |
| CoreCap Advisors, LLC | 0.00% | Add +130.0% | 621 | $34K |
"% of holder's portfolio" is XLSR's weight in each manager's 13F, not the share of SS US Sector Rotation the manager owns.