SS US Sector RotationXLSRETF
13F holders, Q1 2026 (March 31)132holders −1
15new positions
15sold out
$57.80avg. 13F price*
At the end of Q1 2026, 132 institutions reported holding SS US Sector Rotation (XLSR) in their 13F filings, down 1 from Q4 2025. 15 opened new positions and 15 sold out. The largest holders were LPL Financial LLC ($251.6M), Envestnet Portfolio Solutions, Inc. ($129.6M) and Envestnet Asset Management Inc. ($129.4M).
- Company
- SS US Sector Rotation
- Filed as
- SSGA ACTIVE TR (Q1 2026)
- CUSIP
- 78470P408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $25.0M |
| Exits | 15 | $7.6M |
All 13F filers, Q4 2025 → Q1 2026: 1,358,717 shares bought and 521,006 shares sold, net +837,711 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 132 holders
| LPL Financial LLC | 0.07% | Reduce -6.8% | 4,357,422 | $251.6M |
| Envestnet Portfolio Solutions, Inc. | 0.72% | Add +10.1% | 2,244,861 | $129.6M |
| Envestnet Asset Management Inc. | 0.03% | Add +16.5% | 2,240,766 | $129.4M |
| Park Avenue Securities LLC | 0.23% | Add +3.4% | 503,048 | $29.0M |
| Hibernia Wealth Partners, LLC | 7.08% | Reduce -1.5% | 414,574 | $23.9M |
| Cerity Partners LLC | 0.03% | New | 389,682 | $22.5M |
| Landmark Wealth Management, Inc. | 6.32% | Add +7.0% | 290,312 | $16.8M |
| NewEdge Advisors, LLC | 0.06% | Add +8.2% | 287,644 | $16.6M |
| Mariner, LLC | 0.02% | Reduce -3.3% | 277,050 | $16.0M |
| Signal Advisors Wealth, LLC | 0.89% | Add +14.4% | 224,307 | $13.0M |
| Aspire Private Capital, LLC | 2.84% | Add +6.1% | 218,027 | $12.6M |
| Mosley Wealth Management | 5.39% | Add +0.3% | 199,901 | $11.9M |
| Cetera Investment Advisers | 0.01% | Add +10.1% | 181,016 | $10.5M |
| Harbour Investments, Inc. | 0.16% | Add +13.2% | 180,197 | $10.4M |
| AE Wealth Management LLC | 0.05% | Add +19.4% | 157,366 | $9.1M |
| Raleigh Capital Management Inc. | 2.99% | Add +15.7% | 150,213 | $8.7M |
| CreativeOne Wealth, LLC | 0.20% | Add +29.9% | 146,750 | $8.5M |
| HighTower Advisors, LLC | 0.01% | Add +9.1% | 144,716 | $8.4M |
| Summit Financial, LLC | 0.08% | Add +0.8% | 102,210 | $5.9M |
| MML Investors Services, LLC | 0.02% | Add +23.0% | 97,207 | $5.6M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -5.5% | 94,324 | $5.4M |
| Private Advisor Group, LLC | 0.02% | Add +1.6% | 89,691 | $5.2M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -0.4% | 84,859 | $4.9M |
| Principal Securities, Inc. | 0.06% | Add +100.8% | 74,030 | $4.3M |
| Legacy Wealth Partners, LLC | 1.07% | Add +7.8% | 73,754 | $4.3M |
| Sharkey, Howes & Javer | 0.57% | Reduce -24.1% | 73,749 | $4.3M |
| Axxcess Wealth Management, LLC | 0.13% | Reduce -3.4% | 71,842 | $4.1M |
| International Private Wealth Advisors LLC | 2.47% | Add +11.1% | 70,046 | $4.0M |
| Global Financial Private Client, LLC | 1.26% | Add +3.8% | 66,535 | $3.8M |
| Midwest Financial Network, LLC | 2.90% | Add +76.8% | 63,200 | $3.6M |
| Raymond James Financial Inc. | 0.00% | Add +7.0% | 59,733 | $3.4M |
| Novus Advisors, LLC | 7.48% | Add +3.0% | 57,900 | $3.3M |
| Morgan Stanley | 0.00% | Add +18.0% | 56,826 | $3.3M |
| GeoWealth Management, LLC | 0.12% | Add +2.4% | 55,659 | $3.2M |
| Lockerman Financial Group, Inc. | 4.14% | Add +5.2% | 39,841 | $2.3M |
| Outlook Wealth Advisors, LLC | 0.52% | Add +3.3% | 37,126 | $2.1M |
| WealthPoint Financial, LLC | 1.42% | Add +17.2% | 29,357 | $1.7M |
| Balboa Wealth Partners | 0.28% | Add +5.0% | 29,185 | $1.7M |
| Apella Capital, LLC | 0.03% | Reduce -3.8% | 27,034 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.4% | 28,799 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -40.3% | 27,329 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.1% | 26,780 | $1.5M |
| October Effect Ltd | 1.76% | Add +32.6% | 26,466 | $1.5M |
| Integrity Wealth Partners, LLC | 1.29% | — | 24,756 | $1.4M |
| Iams Wealth Management, LLC | 0.50% | Reduce -1.6% | 24,694 | $1.4M |
| World Investment Advisors | 0.02% | Add +4.0% | 21,789 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -3.5% | 18,860 | $1.1M |
| Absolute Capital Management, LLC | 0.34% | Add +5.6% | 17,793 | $1.0M |
| Kraft, Davis & Associates, LLC | 0.21% | Add +167.7% | 15,958 | $1.0M |
| Aegis Wealth Management, Inc. | 0.78% | Add +49.5% | 17,299 | $999K |
| Spectrum Planning & Advisory Services Inc. | 0.45% | Add +0.0% | 15,624 | $902K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +12.9% | 14,860 | $858K |
| Dakota Wealth Management | 0.02% | Reduce -8.1% | 14,127 | $816K |
| Zullo Investment Group, Inc. | 0.30% | New | 13,836 | $799K |
| VestGen Advisors, LLC | 0.02% | Add +13.3% | 12,124 | $787K |
| Bison Wealth, LLC | 0.07% | Add +1.3% | 11,694 | $766K |
| Silver Oak Securities, Incorporated | 0.05% | Add +0.3% | 12,176 | $703K |
| Triumph Capital Management | 0.14% | Add +6.2% | 11,820 | $682K |
| Argent Trust Co | 0.02% | Reduce -6.8% | 11,811 | $682K |
| Stifel Financial Corp. | 0.00% | Reduce -0.6% | 11,364 | $656K |
| Capital Asset Advisory Services LLC | 0.03% | Add +4.9% | 10,514 | $652K |
| Royal Bank of Canada | 0.00% | Reduce -13.4% | 10,903 | $630K |
| Richard W. Paul & Associates, LLC | 0.20% | Add +3.9% | 10,453 | $604K |
| Creative Financial Designs Inc. | 0.04% | Reduce -0.8% | 10,132 | $585K |
| Evolution Wealth Management Inc. | 0.43% | Add +0.1% | 10,124 | $585K |
| Kelly Financial Services LLC | 0.14% | Add +4.1% | 10,122 | $584K |
| Independent Advisor Alliance | 0.01% | Add +25.4% | 9,335 | $539K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -10.2% | 9,167 | $529K |
| Truist Financial Corp. | 0.00% | Add +23.5% | 8,996 | $519K |
| FWG Investments, LLC. | 0.33% | Reduce -6.3% | 8,875 | $512K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.8% | 8,774 | $507K |
| Susquehanna International Group, LLP | 0.00% | Add +64.9% | 8,629 | $498K |
| FSA Advisors, Inc. | 0.32% | Reduce -9.7% | 8,439 | $487K |
| True Vision MN LLC | 0.25% | Add +8.5% | 8,419 | $486K |
| Atria Investments, Inc | 0.01% | Add +5.0% | 8,280 | $478K |
| Smartleaf Asset Management LLC | 0.02% | Add +16.1% | 8,026 | $449K |
| First Heartland Consultants, Inc. | 0.03% | Add +7.4% | 7,732 | $446K |
| One Wealth Capital Management, LLC | 0.19% | Add +37.2% | 6,837 | $426K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | Add +99.2% | 7,202 | $416K |
| Creative Planning | 0.00% | Reduce -0.1% | 6,840 | $395K |
| Western Wealth Management, LLC | 0.01% | New | 6,647 | $384K |
| Compound Planning, Inc. | 0.01% | Add +0.8% | 6,601 | $381K |
| Silverlake Wealth Management LLC | 0.08% | Add +0.0% | 6,595 | $381K |
| J2 Capital Management Inc | 0.26% | Add +3.3% | 6,552 | $378K |
| M1 Capital Management LLC | 0.16% | Add +22.3% | 6,082 | $351K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +16.4% | 5,616 | $324K |
| Castleview Partners, LLC | 0.16% | Add +0.1% | 5,437 | $314K |
| Nwam LLC | 0.02% | No change | 5,408 | $312K |
| Ethic Inc. | 0.00% | New | 5,284 | $305K |
| Balefire, LLC | 0.06% | Add +1.6% | 5,205 | $301K |
| Maia Wealth LLC | 0.05% | Reduce -0.7% | 5,089 | $294K |
| Ruggiero Investments, Inc. | 0.28% | Add +22.0% | 5,064 | $292K |
| Equitable Holdings, Inc. | 0.00% | New | 4,225 | $263K |
| Bank of America Corp. | 0.00% | No change | 4,377 | $253K |
| Private Client Services, LLC | 0.07% | Reduce -3.5% | 4,013 | $232K |
| Pinnacle Family Advisors, LLC | 0.10% | Reduce -0.9% | 3,767 | $218K |
| Virtue Capital Management, LLC | 0.03% | Add +9.2% | 3,808 | $213K |
| Merit Financial Group, LLC | 0.00% | Add +7.3% | 3,680 | $212K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 3,654 | $211K |
| GAMMA Investing LLC | 0.01% | New | 3,589 | $207K |
| Goldman Sachs Group Inc. | 0.00% | New | 3,587 | $207K |
| Signature Equity Partners, LLC | 0.09% | New | 2,924 | $169K |
| MeadowBrook Investment Advisors LLC | 0.13% | No change | 2,509 | $145K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.2% | 1,913 | $111K |
| Private Trust Co. NA | 0.01% | Add +1.4% | 1,923 | $111K |
| Richardson Financial Services Inc. | 0.06% | Reduce -1.0% | 1,707 | $99K |
| Covestor Ltd | 0.06% | Add +147.8% | 1,608 | $93K |
| Brown, Lisle/Cummings, Inc. | 0.02% | New | 1,536 | $89K |
| Key Capital Management, INC | 0.06% | Add +147500.0% | 1,476 | $85K |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 1,462 | $84K |
| TD Capital Management LLC | 0.01% | No change | 1,365 | $79K |
| Stone House Investment Management, LLC | 0.01% | Add +4.6% | 995 | $57K |
| Quest 10 Wealth Builders, Inc. | 0.05% | Add +0.3% | 953 | $55K |
| CoreCap Advisors, LLC | 0.00% | Add +39.4% | 626 | $36K |
| Frazier Financial Advisors, LLC | 0.02% | Add +0.2% | 561 | $32K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 517 | $30K |
| Allworth Financial LP | 0.00% | No change | 494 | $29K |
| REAP Financial Group, LLC | 0.01% | No change | 468 | $27K |
| Merkkuri Wealth Advisors LLC | 0.02% | New | 397 | $23K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 271 | $16K |
| Kingdom Financial Group LLC. | 0.00% | Add +4.2% | 271 | $16K |
| Arax Advisory Partners | 0.00% | No change | 258 | $15K |
| Cwm, LLC | 0.00% | New | 251 | $14K |
| Ascentis Independent Advisors | 0.00% | New | 232 | $13K |
| JPMorgan Chase & Co. | 0.00% | Add +2.3% | 221 | $12K |
| AdvisorNet Financial, Inc | 0.00% | No change | 199 | $11K |
| Hantz Financial Services, Inc. | 0.00% | No change | 159 | $9K |
| Vanguard Advisers Inc. | 0.00% | — | 122 | $7K |
| PNC Financial Services Group, Inc. | 0.00% | New | 100 | $6K |
| Networth Advisors, LLC | 0.00% | Add +541.7% | 77 | $4K |
| Rossby Financial, LCC | 0.00% | No change | 28 | $2K |
| FMR LLC | 0.00% | New | 1 | $58 |
"% of holder's portfolio" is XLSR's weight in each manager's 13F, not the share of SS US Sector Rotation the manager owns.