SS US Sector RotationXLSRETF
13F holders, Q4 2025 (December 31)133holders +18
17new positions
5sold out
$62.27avg. 13F price*
At the end of Q4 2025, 133 institutions reported holding SS US Sector Rotation (XLSR) in their 13F filings, up 18 from Q3 2025. 17 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($291.4M), Envestnet Portfolio Solutions, Inc. ($127.0M) and Envestnet Asset Management Inc. ($119.9M).
- Company
- SS US Sector Rotation
- Filed as
- SSGA ACTIVE TR (Q4 2025)
- CUSIP
- 78470P408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $6.7M |
| Exits | 5 | $145K |
All 13F filers, Q3 2025 → Q4 2025: 834,193 shares bought and 211,476 shares sold, net +622,717 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 133 holders
| LPL Financial LLC | 0.08% | Add +1.2% | 4,676,742 | $291.4M |
| Envestnet Portfolio Solutions, Inc. | 0.45% | Add +3.5% | 2,038,665 | $127.0M |
| Envestnet Asset Management Inc. | 0.04% | Add +4.6% | 1,924,116 | $119.9M |
| Park Avenue Securities LLC | 0.26% | Add +5.3% | 486,505 | $30.3M |
| Hibernia Wealth Partners, LLC | 7.90% | Add +91.9% | 420,972 | $26.2M |
| Austin Private Wealth, LLC | 1.60% | Add +2.9% | 342,395 | $21.3M |
| Mariner, LLC | 0.02% | Add +17.1% | 286,549 | $17.9M |
| Landmark Wealth Management, Inc. | 6.39% | Add +0.4% | 271,382 | $16.9M |
| NewEdge Advisors, LLC | 0.06% | Reduce -7.9% | 265,772 | $16.6M |
| Aspire Private Capital, LLC | 2.85% | Reduce -4.5% | 205,449 | $12.8M |
| Signal Advisors Wealth, LLC | 0.97% | Add +0.6% | 195,986 | $12.2M |
| Mosley Wealth Management | 5.51% | — | 199,220 | $12.0M |
| Cetera Investment Advisers | 0.01% | Add +6.8% | 164,364 | $10.2M |
| Harbour Investments, Inc. | 0.20% | Reduce -13.5% | 159,209 | $9.9M |
| HighTower Advisors, LLC | 0.01% | Add +11.4% | 132,688 | $8.3M |
| AE Wealth Management LLC | 0.05% | Add +3.7% | 131,825 | $8.2M |
| Raleigh Capital Management Inc. | 2.94% | Add +1.8% | 129,883 | $8.1M |
| CreativeOne Wealth, LLC | 0.17% | Add +4.1% | 112,986 | $7.0M |
| Summit Financial, LLC | 0.09% | Reduce -1.7% | 101,445 | $6.3M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -13.8% | 99,791 | $6.2M |
| Sharkey, Howes & Javer | 0.77% | Reduce -27.7% | 97,171 | $6.1M |
| Private Advisor Group, LLC | 0.03% | Add +16.3% | 88,270 | $5.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +198.5% | 85,179 | $5.3M |
| MML Investors Services, LLC | 0.01% | Add +56.9% | 79,052 | $4.9M |
| Axxcess Wealth Management, LLC | 0.08% | Reduce -13.2% | 74,372 | $4.6M |
| Legacy Wealth Partners, LLC | 1.10% | — | 68,406 | $4.3M |
| Global Financial Private Client, LLC | 1.40% | Add +3.3% | 64,077 | $4.0M |
| International Private Wealth Advisors LLC | 2.47% | Add +3.0% | 63,061 | $3.9M |
| Novus Advisors, LLC | 7.83% | Reduce -0.9% | 56,229 | $3.5M |
| Raymond James Financial Inc. | 0.00% | Add +54.5% | 55,818 | $3.5M |
| GeoWealth Management, LLC | 0.12% | Reduce -3.2% | 54,351 | $3.4M |
| Morgan Stanley | 0.00% | Reduce -2.8% | 48,155 | $3.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +29.8% | 45,769 | $2.9M |
| Lockerman Financial Group, Inc. | 4.53% | Add +2.5% | 37,878 | $2.4M |
| Principal Securities, Inc. | 0.04% | Add +173.1% | 36,876 | $2.3M |
| Outlook Wealth Advisors, LLC | 0.51% | Reduce -3.1% | 35,949 | $2.2M |
| Midwest Financial Network, LLC | 1.72% | Add +106.2% | 35,749 | $2.2M |
| Worth Financial Advisory Group, LLC | 1.07% | Reduce -1.0% | 35,303 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.2% | 30,128 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.2% | 29,789 | $1.9M |
| Apella Capital, LLC | 0.03% | Add +1.1% | 28,098 | $1.8M |
| Balboa Wealth Partners | 0.29% | Reduce -2.8% | 27,798 | $1.7M |
| Iams Wealth Management, LLC | 0.56% | Reduce -12.6% | 25,108 | $1.6M |
| WealthPoint Financial, LLC | 1.36% | — | 25,052 | $1.6M |
| Hilltop Holdings Inc. | 0.08% | Reduce -3.8% | 21,385 | $1.3M |
| World Investment Advisors | 0.02% | New | 20,957 | $1.3M |
| October Effect Ltd | 1.37% | Add +12.9% | 19,954 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +30.8% | 19,544 | $1.2M |
| Absolute Capital Management, LLC | 0.38% | Add +8.3% | 16,846 | $1.0M |
| Flagship Harbor Advisors, LLC | 0.05% | New | 16,418 | $1.0M |
| Spectrum Planning & Advisory Services Inc. | 0.50% | Reduce -1.3% | 15,620 | $973K |
| Dakota Wealth Management | 0.02% | New | 15,367 | $957K |
| Spinnaker Investment Group, LLC | 0.15% | Add +10.1% | 13,373 | $833K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.6% | 13,158 | $820K |
| Argent Trust Co | 0.03% | Reduce -6.4% | 12,670 | $789K |
| Royal Bank of Canada | 0.00% | Add +15.4% | 12,587 | $784K |
| Silver Oak Securities, Incorporated | 0.05% | No change | 12,145 | $762K |
| Capital CS Group, LLC | 1.18% | Add +13.2% | 11,919 | $743K |
| Aegis Wealth Management, Inc. | 0.57% | — | 11,571 | $721K |
| Stifel Financial Corp. | 0.00% | Add +5.8% | 11,431 | $712K |
| Triumph Capital Management | 0.15% | Reduce -1.4% | 11,134 | $694K |
| Bison Wealth, LLC | 0.08% | New | 11,549 | $669K |
| VestGen Advisors, LLC | 0.03% | Reduce -33.1% | 10,699 | $667K |
| Creative Financial Designs Inc. | 0.04% | Add +11.2% | 10,209 | $636K |
| Evolution Wealth Management Inc. | 0.52% | Add +161.1% | 10,111 | $630K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -16.7% | 10,023 | $629K |
| Richard W. Paul & Associates, LLC | 0.21% | Reduce -14.8% | 10,057 | $627K |
| Kelly Financial Services LLC | 0.15% | Reduce -8.3% | 9,720 | $606K |
| FWG Investments, LLC. | 0.38% | Reduce -2.5% | 9,469 | $590K |
| FSA Advisors, Inc. | 0.40% | New | 9,345 | $582K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.9% | 8,938 | $557K |
| Atria Investments, Inc | 0.01% | Reduce -2.0% | 7,889 | $492K |
| True Vision MN LLC | 0.25% | Add +3.7% | 7,757 | $483K |
| Independent Advisor Alliance | 0.01% | New | 7,442 | $464K |
| Richardson Financial Services Inc. | 0.15% | No change | 1,724 | $459K |
| Truist Financial Corp. | 0.00% | Add +6.1% | 7,282 | $454K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -1.8% | 7,197 | $448K |
| Smartleaf Asset Management LLC | 0.02% | Add +9.4% | 6,912 | $434K |
| Creative Planning | 0.00% | Add +0.1% | 6,844 | $426K |
| Silverlake Wealth Management LLC | 0.09% | Reduce -2.7% | 6,593 | $411K |
| Compound Planning, Inc. | 0.01% | Reduce -1.6% | 6,552 | $408K |
| J2 Capital Management Inc | 0.29% | Reduce -3.6% | 6,345 | $395K |
| Kraft, Davis & Associates, LLC | 0.08% | Reduce -0.5% | 5,961 | $374K |
| NorthRock Partners, LLC | 0.01% | Reduce -19.3% | 5,540 | $345K |
| Nwam LLC | 0.02% | No change | 5,408 | $339K |
| Castleview Partners, LLC | 0.17% | Reduce -7.8% | 5,433 | $339K |
| Susquehanna International Group, LLP | 0.00% | Reduce -54.9% | 5,232 | $326K |
| Balefire, LLC | 0.06% | Reduce -2.8% | 5,124 | $319K |
| Maia Wealth LLC | 0.05% | Reduce -1.0% | 5,123 | $311K |
| One Wealth Capital Management, LLC | 0.13% | New | 4,982 | $310K |
| M1 Capital Management LLC | 0.13% | Add +2.5% | 4,975 | $310K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 4,826 | $301K |
| Advisory Services Network, LLC | 0.00% | Add +14.2% | 4,790 | $298K |
| Jane Street Group, LLC | 0.00% | New | 4,523 | $282K |
| Bank of America Corp. | 0.00% | New | 4,377 | $273K |
| Private Client Services, LLC | 0.08% | Reduce -0.8% | 4,159 | $259K |
| Ruggiero Investments, Inc. | 0.23% | — | 4,152 | $259K |
| Pinnacle Family Advisors, LLC | 0.10% | New | 3,801 | $237K |
| Croban | 0.11% | Reduce -26.5% | 3,670 | $229K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -1.0% | 3,654 | $228K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -3.9% | 3,615 | $225K |
| Virtue Capital Management, LLC | 0.03% | Reduce -88.4% | 3,488 | $217K |
| Merit Financial Group, LLC | 0.00% | Reduce -87.3% | 3,431 | $214K |
| Sigma Planning Corp | 0.01% | New | 3,405 | $212K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +23.8% | 10,210 | $159K |
| MeadowBrook Investment Advisors LLC | 0.14% | No change | 2,509 | $156K |
| Farther Finance Advisors, LLC | 0.00% | Add +11.8% | 1,916 | $119K |
| Private Trust Co. NA | 0.01% | Reduce -2.4% | 1,896 | $118K |
| Wells Fargo & Company | 0.00% | Add +236.3% | 1,463 | $91K |
| TD Capital Management LLC | 0.01% | No change | 1,365 | $85K |
| Citigroup Inc. | 0.00% | New | 1,300 | $81K |
| Stone House Investment Management, LLC | 0.01% | Reduce -0.8% | 951 | $59K |
| Quest 10 Wealth Builders, Inc. | 0.05% | Add +97.5% | 950 | $59K |
| Covestor Ltd | 0.02% | Add +14.5% | 649 | $40K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 560 | $35K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 517 | $32K |
| Allworth Financial LP | 0.00% | Reduce -35.0% | 494 | $31K |
| REAP Financial Group, LLC | 0.01% | No change | 468 | $29K |
| CoreCap Advisors, LLC | 0.00% | Reduce -25.8% | 449 | $28K |
| Global Retirement Partners, LLC | 0.00% | Reduce -12.2% | 423 | $26K |
| US Bancorp \de | 0.00% | No change | 277 | $17K |
| Kingdom Financial Group LLC. | 0.01% | New | 260 | $16K |
| Arax Advisory Partners | 0.00% | No change | 258 | $16K |
| JPMorgan Chase & Co. | 0.00% | New | 216 | $13K |
| AdvisorNet Financial, Inc | 0.00% | No change | 199 | $12K |
| Chelsea Counsel Co. | 0.00% | No change | 164 | $10K |
| Smithfield Trust Co | 0.00% | New | 167 | $10K |
| Hantz Financial Services, Inc. | 0.00% | No change | 159 | $10K |
| Motiv8 Investments LLC | 0.00% | New | 77 | $5K |
| Rossby Financial, LCC | 0.00% | Add +12.0% | 28 | $2K |
| Networth Advisors, LLC | 0.00% | — | 12 | $748 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 3 | $188 |
| Key Capital Management, INC | 0.00% | — | 1 | $62 |
"% of holder's portfolio" is XLSR's weight in each manager's 13F, not the share of SS US Sector Rotation the manager owns.