SS US Sector RotationXLSRETF
13F holders, Q3 2025 (September 30)115holders +3
13new positions
10sold out
$59.54avg. 13F price*
At the end of Q3 2025, 115 institutions reported holding SS US Sector Rotation (XLSR) in their 13F filings, up 3 from Q2 2025. 13 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($275.4M), Envestnet Portfolio Solutions, Inc. ($117.4M) and Envestnet Asset Management Inc. ($109.7M).
- Company
- SS US Sector Rotation
- Filed as
- SSGA ACTIVE TR (Q3 2025)
- CUSIP
- 78470P408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $9.5M |
| Exits | 10 | $16.7M |
All 13F filers, Q2 2025 → Q3 2025: 734,867 shares bought and 668,848 shares sold, net +66,019 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 115 holders
| LPL Financial LLC | 0.08% | Add +0.7% | 4,620,863 | $275.4M |
| Envestnet Portfolio Solutions, Inc. | 0.43% | Add +3.3% | 1,969,985 | $117.4M |
| Envestnet Asset Management Inc. | 0.03% | Add +12.2% | 1,840,266 | $109.7M |
| Park Avenue Securities LLC | 0.21% | Add +4.2% | 461,921 | $27.5M |
| Austin Private Wealth, LLC | 1.53% | Add +9.4% | 332,642 | $19.8M |
| NewEdge Advisors, LLC | 0.08% | Add +0.9% | 288,593 | $17.2M |
| Landmark Wealth Management, Inc. | 6.29% | Add +2.2% | 270,204 | $16.1M |
| Mariner, LLC | 0.02% | Add +2.8% | 244,612 | $14.6M |
| Hibernia Wealth Partners, LLC | 8.38% | Reduce -47.9% | 219,325 | $13.1M |
| Aspire Private Capital, LLC | 2.82% | Reduce -3.8% | 215,167 | $12.8M |
| Signal Advisors Wealth, LLC | 1.05% | Add +3.3% | 194,768 | $11.6M |
| Harbour Investments, Inc. | 0.25% | Add +6.7% | 184,030 | $11.0M |
| Cetera Investment Advisers | 0.01% | Add +11.8% | 153,867 | $9.2M |
| Sharkey, Howes & Javer | 1.03% | Reduce -19.1% | 134,452 | $8.0M |
| Raleigh Capital Management Inc. | 2.89% | Reduce -2.1% | 127,532 | $7.6M |
| AE Wealth Management LLC | 0.05% | Add +8.4% | 127,124 | $7.6M |
| HighTower Advisors, LLC | 0.01% | Add +11.7% | 119,112 | $7.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +1.4% | 115,748 | $6.9M |
| CreativeOne Wealth, LLC | 0.16% | Add +3.5% | 108,538 | $6.5M |
| Summit Financial, LLC | 0.09% | New | 103,205 | $6.2M |
| Axxcess Wealth Management, LLC | 0.11% | Reduce -10.1% | 85,668 | $5.1M |
| Private Advisor Group, LLC | 0.02% | Reduce -2.0% | 75,919 | $4.5M |
| Global Financial Private Client, LLC | 1.32% | Add +12.2% | 62,051 | $3.7M |
| International Private Wealth Advisors LLC | 2.30% | Add +5.4% | 61,227 | $3.6M |
| Novus Advisors, LLC | 7.77% | Reduce -0.4% | 56,750 | $3.4M |
| GeoWealth Management, LLC | 0.12% | Reduce -4.4% | 56,148 | $3.3M |
| MML Investors Services, LLC | 0.01% | Add +63.2% | 50,378 | $3.0M |
| Morgan Stanley | 0.00% | Add +3.0% | 49,529 | $3.0M |
| Outlook Wealth Advisors, LLC | 0.55% | Reduce -5.1% | 37,114 | $2.2M |
| Lockerman Financial Group, Inc. | 2.78% | Reduce -0.4% | 36,957 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Add +596.2% | 36,124 | $2.2M |
| Worth Financial Advisory Group, LLC | 1.19% | Add +1.5% | 35,673 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2012.2% | 35,252 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -9.1% | 30,798 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +572.9% | 30,460 | $1.8M |
| Iams Wealth Management, LLC | 0.69% | Reduce -4.4% | 28,730 | $1.7M |
| Balboa Wealth Partners | 0.29% | Reduce -3.7% | 28,606 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.1% | 28,538 | $1.7M |
| Apella Capital, LLC | 0.04% | Reduce -1.7% | 27,780 | $1.7M |
| Merit Financial Group, LLC | 0.01% | Add +1.5% | 27,026 | $1.6M |
| Hilltop Holdings Inc. | 0.07% | Reduce -4.9% | 22,228 | $1.3M |
| October Effect Ltd | 1.16% | Reduce -2.2% | 17,667 | $1.1M |
| Midwest Financial Network, LLC | 0.84% | Reduce -33.3% | 17,338 | $1.0M |
| Lokken Investment Group LLC | 0.34% | Reduce -4.3% | 16,851 | $1.0M |
| VestGen Advisors, LLC | 0.03% | Add +3.9% | 15,988 | $953K |
| Spectrum Planning & Advisory Services Inc. | 0.53% | Reduce -0.7% | 15,821 | $943K |
| Absolute Capital Management, LLC | 0.40% | Add +38.0% | 15,560 | $928K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +4.8% | 14,939 | $891K |
| Virtue Capital Management, LLC | 0.14% | New | 30,030 | $848K |
| Argent Trust Co | 0.03% | Reduce -0.5% | 13,530 | $807K |
| Principal Securities, Inc. | 0.01% | Add +0.4% | 13,504 | $805K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -7.7% | 13,367 | $797K |
| Spinnaker Investment Group, LLC | 0.14% | New | 12,150 | $724K |
| Silver Oak Securities, Incorporated | 0.05% | Add +0.2% | 12,145 | $724K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -2.5% | 12,030 | $717K |
| Richard W. Paul & Associates, LLC | 0.24% | Reduce -1.7% | 11,797 | $703K |
| Susquehanna International Group, LLP | 0.00% | New | 11,591 | $691K |
| Triumph Capital Management | 0.18% | Add +0.9% | 11,297 | $673K |
| Royal Bank of Canada | 0.00% | Reduce -9.2% | 10,903 | $650K |
| Stifel Financial Corp. | 0.00% | Reduce -1.1% | 10,806 | $644K |
| Kelly Financial Services LLC | 0.16% | Reduce -3.0% | 10,605 | $632K |
| Capital CS Group, LLC | 1.03% | Add +12.5% | 10,531 | $628K |
| FWG Investments, LLC. | 0.40% | Reduce -18.8% | 9,709 | $579K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -85.5% | 9,498 | $566K |
| Creative Financial Designs Inc. | 0.04% | Add +260.7% | 9,180 | $547K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 8,245 | $491K |
| Atria Investments, Inc | 0.01% | Add +3.5% | 8,049 | $480K |
| True Vision MN LLC | 0.23% | Reduce -1.0% | 7,483 | $446K |
| First Heartland Consultants, Inc. | 0.04% | Add +6.7% | 7,326 | $437K |
| NorthRock Partners, LLC | 0.01% | Add +0.0% | 6,865 | $409K |
| Truist Financial Corp. | 0.00% | Reduce -1.7% | 6,865 | $409K |
| Creative Planning | 0.00% | No change | 6,840 | $408K |
| Silverlake Wealth Management LLC | 0.10% | Reduce -0.9% | 6,775 | $404K |
| Compound Planning, Inc. | 0.01% | Reduce -2.7% | 6,655 | $397K |
| J2 Capital Management Inc | 0.30% | Add +55.8% | 6,580 | $392K |
| Smartleaf Asset Management LLC | 0.02% | Add +17.6% | 6,315 | $374K |
| Kraft, Davis & Associates, LLC | 0.09% | Add +0.8% | 5,990 | $361K |
| Castleview Partners, LLC | 0.19% | Add +0.1% | 5,891 | $351K |
| Nwam LLC | 0.02% | No change | 5,408 | $328K |
| Maia Wealth LLC | 0.05% | Reduce -9.5% | 5,176 | $318K |
| Balefire, LLC | 0.06% | Reduce -3.3% | 5,271 | $314K |
| Croban | 0.20% | Reduce -78.8% | 4,991 | $298K |
| M1 Capital Management LLC | 0.12% | Reduce -4.5% | 4,855 | $289K |
| Private Client Services, LLC | 0.08% | Reduce -27.6% | 4,194 | $250K |
| Advisory Services Network, LLC | 0.00% | New | 4,194 | $250K |
| Evolution Wealth Management Inc. | 0.24% | No change | 3,872 | $231K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -2.6% | 3,762 | $224K |
| Integrated Wealth Concepts LLC | 0.00% | New | 3,692 | $220K |
| MeadowBrook Investment Advisors LLC | 0.13% | No change | 2,509 | $150K |
| Private Trust Co. NA | 0.01% | Add +23.5% | 1,942 | $116K |
| Richardson Financial Services Inc. | 0.06% | Reduce -18.3% | 1,724 | $103K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -2.2% | 1,714 | $102K |
| TD Capital Management LLC | 0.01% | No change | 1,365 | $81K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,150 | $69K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,082 | $64K |
| Stone House Investment Management, LLC | 0.01% | New | 959 | $57K |
| Allworth Financial LP | 0.00% | Reduce -81.3% | 760 | $45K |
| CoreCap Advisors, LLC | 0.00% | Reduce -2.6% | 605 | $36K |
| Covestor Ltd | 0.02% | Add +1.8% | 567 | $34K |
| Frazier Financial Advisors, LLC | 0.02% | Reduce -21.4% | 560 | $33K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 517 | $31K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.8% | 482 | $29K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Add +28.9% | 481 | $29K |
| REAP Financial Group, LLC | 0.01% | No change | 468 | $28K |
| Wells Fargo & Company | 0.00% | Reduce -60.1% | 435 | $26K |
| US Bancorp \de | 0.00% | New | 277 | $17K |
| Arax Advisory Partners | 0.00% | No change | 258 | $15K |
| AdvisorNet Financial, Inc | 0.00% | No change | 199 | $12K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 181 | $11K |
| Chelsea Counsel Co. | 0.00% | New | 164 | $10K |
| Hantz Financial Services, Inc. | 0.00% | No change | 159 | $9K |
| Rossby Financial, LCC | 0.00% | No change | 25 | $2K |
| Blue Trust, Inc. | 0.00% | New | 20 | $1K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 3 | $179 |
| FMR LLC | 0.00% | New | 1 | $60 |
"% of holder's portfolio" is XLSR's weight in each manager's 13F, not the share of SS US Sector Rotation the manager owns.