SS US Sector RotationXLSRETF
13F holders, Q2 2026 (June 30)142holders +10
20new positions
8sold out
$64.86avg. 13F price*
At the end of Q2 2026, 142 institutions reported holding SS US Sector Rotation (XLSR) in their 13F filings, up 10 from Q1 2026. 20 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($289.9M), Envestnet Asset Management Inc. ($159.6M) and Envestnet Portfolio Solutions, Inc. ($158.0M).
- Company
- SS US Sector Rotation
- Filed as
- SSGA ACTIVE TR (Q2 2026)
- CUSIP
- 78470P408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $18.4M |
| Exits | 8 | $17.1M |
All 13F filers, Q1 2026 → Q2 2026: 1,458,135 shares bought and 964,565 shares sold, net +493,570 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 142 holders
| LPL Financial LLC | 0.07% | Add +2.6% | 4,470,235 | $289.9M |
| Envestnet Asset Management Inc. | 0.04% | Add +9.8% | 2,461,391 | $159.6M |
| Envestnet Portfolio Solutions, Inc. | 0.76% | Add +8.5% | 2,435,953 | $158.0M |
| Park Avenue Securities LLC | 0.20% | Reduce -1.5% | 495,551 | $32.1M |
| Cerity Partners LLC | 0.03% | Add +9.0% | 424,675 | $27.5M |
| Private Advisor Group, LLC | 0.09% | Add +243.1% | 307,758 | $20.0M |
| NewEdge Advisors, LLC | 0.06% | Add +6.9% | 307,442 | $19.9M |
| Landmark Wealth Management, Inc. | 6.48% | Add +4.0% | 301,775 | $19.6M |
| Signal Advisors Wealth, LLC | 0.87% | Add +14.1% | 255,949 | $16.6M |
| Hibernia Wealth Partners, LLC | 7.74% | Reduce -46.8% | 220,453 | $14.3M |
| Aspire Private Capital, LLC | 2.77% | Reduce -5.1% | 206,850 | $13.4M |
| Harbour Investments, Inc. | 0.18% | Add +13.8% | 205,136 | $13.3M |
| Cetera Investment Advisers | 0.01% | Add +4.1% | 188,498 | $12.2M |
| AE Wealth Management LLC | 0.05% | Add +11.4% | 175,384 | $11.4M |
| Principal Securities, Inc. | 0.13% | Add +121.0% | 163,583 | $10.6M |
| HighTower Advisors, LLC | 0.01% | Add +6.4% | 153,981 | $10.0M |
| Raleigh Capital Management Inc. | 3.09% | Reduce -0.5% | 149,438 | $9.7M |
| MML Investors Services, LLC | 0.02% | Add +51.5% | 147,226 | $9.5M |
| Summit Financial, LLC | 0.08% | Add +8.6% | 110,956 | $7.2M |
| SMART Wealth LLC | 1.53% | New | 109,367 | $7.1M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -12.5% | 82,556 | $5.4M |
| CreativeOne Wealth, LLC | 0.11% | Reduce -45.6% | 79,868 | $5.2M |
| Legacy Wealth Partners, LLC | 1.15% | Add +7.3% | 79,150 | $5.1M |
| Midwest Financial Network, LLC | 3.34% | Add +19.2% | 75,343 | $4.9M |
| Global Financial Private Client, LLC | 1.28% | Add +9.4% | 72,815 | $4.7M |
| International Private Wealth Advisors LLC | 2.29% | Reduce -2.2% | 68,536 | $4.4M |
| Raymond James Financial Inc. | 0.00% | Add +0.7% | 60,138 | $3.9M |
| Axxcess Wealth Management, LLC | 0.06% | Reduce -16.5% | 59,957 | $3.9M |
| Novus Advisors, LLC | 7.66% | Reduce -2.1% | 56,666 | $3.7M |
| GeoWealth Management, LLC | 0.11% | Reduce -2.3% | 54,395 | $3.5M |
| Morgan Stanley | 0.00% | Reduce -11.2% | 50,469 | $3.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +1240.5% | 48,084 | $3.1M |
| Lockerman Financial Group, Inc. | 4.37% | Add +10.7% | 44,093 | $2.9M |
| Founders Financial Alliance, LLC | 0.33% | New | 38,325 | $2.5M |
| Worth Financial Advisory Group, LLC | 0.97% | New | 36,048 | $2.3M |
| Outlook Wealth Advisors, LLC | 0.50% | Reduce -4.6% | 35,414 | $2.3M |
| Sharkey, Howes & Javer | 0.27% | Reduce -52.8% | 34,790 | $2.3M |
| WealthPoint Financial, LLC | 1.55% | Add +12.0% | 32,875 | $2.1M |
| October Effect Ltd | 1.89% | Add +17.0% | 30,976 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.2% | 28,459 | $1.8M |
| Aegis Wealth Management, Inc. | 1.15% | Add +58.5% | 27,414 | $1.8M |
| Apella Capital, LLC | 0.02% | Reduce -3.7% | 26,040 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.0% | 23,574 | $1.5M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -74.3% | 21,816 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -20.5% | 21,720 | $1.4M |
| World Investment Advisors | 0.02% | Reduce -2.6% | 21,228 | $1.4M |
| Spectrum Planning & Advisory Services Inc. | 0.59% | Add +29.7% | 20,263 | $1.3M |
| Balboa Wealth Partners | 0.17% | Reduce -34.0% | 19,273 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.04% | Add +0.5% | 18,957 | $1.2M |
| Absolute Capital Management, LLC | 0.29% | Add +1.2% | 18,002 | $1.2M |
| Kraft, Davis & Associates, LLC | 0.22% | Add +1.0% | 16,123 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +5.3% | 15,642 | $1.0M |
| Nuveen, LLC | 0.00% | New | 15,087 | $979K |
| Vise Technologies, Inc. | 0.01% | New | 14,801 | $960K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +155.7% | 14,361 | $931K |
| Mosley Wealth Management | 0.29% | Reduce -93.0% | 14,088 | $914K |
| Zullo Investment Group, Inc. | 0.31% | Reduce -0.2% | 13,806 | $895K |
| Spinnaker Investment Group, LLC | 0.14% | New | 13,661 | $886K |
| Silver Oak Securities, Incorporated | 0.05% | Add +0.1% | 12,186 | $790K |
| VestGen Advisors, LLC | 0.02% | Reduce -3.2% | 11,741 | $762K |
| Bison Wealth, LLC | 0.07% | Reduce -0.1% | 11,676 | $759K |
| Stifel Financial Corp. | 0.00% | Add +2.9% | 11,693 | $758K |
| Susquehanna International Group, LLP | 0.00% | Add +34.0% | 11,561 | $750K |
| Triumph Capital Management | 0.13% | Reduce -3.1% | 11,451 | $743K |
| Argent Trust Co | 0.02% | Reduce -3.4% | 11,405 | $740K |
| Creative Financial Designs Inc. | 0.03% | Add +9.9% | 11,137 | $722K |
| PKS Advisory Services, LLC | 0.11% | New | 10,944 | $710K |
| Royal Bank of Canada | 0.00% | No change | 10,903 | $707K |
| FSA Advisors, Inc. | 0.32% | Add +25.7% | 10,611 | $688K |
| One Wealth Capital Management, LLC | 0.19% | Add +49.0% | 10,186 | $661K |
| Richard W. Paul & Associates, LLC | 0.20% | Reduce -3.5% | 10,083 | $654K |
| Kelly Financial Services LLC | 0.14% | Reduce -3.1% | 9,807 | $636K |
| Independent Advisor Alliance | 0.01% | Add +3.6% | 9,670 | $627K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -8.7% | 9,598 | $623K |
| Evolution Wealth Management Inc. | 0.36% | Reduce -5.7% | 9,544 | $619K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.6% | 8,549 | $554K |
| Equitable Holdings, Inc. | 0.00% | Add +97.3% | 8,334 | $541K |
| FWG Investments, LLC. | 0.28% | Reduce -9.0% | 8,076 | $524K |
| Atria Investments, Inc | 0.01% | Reduce -3.8% | 7,969 | $517K |
| Smartleaf Asset Management LLC | 0.02% | No change | 8,026 | $514K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -2.5% | 7,538 | $489K |
| Ethic Inc. | 0.01% | Add +41.9% | 7,500 | $486K |
| Dakota Wealth Management | 0.01% | Reduce -48.3% | 7,305 | $474K |
| M1 Capital Management LLC | 0.17% | Add +18.9% | 7,231 | $469K |
| Creative Planning | 0.00% | Add +0.0% | 6,843 | $444K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 6,790 | $440K |
| Silverlake Wealth Management LLC | 0.08% | Add +0.0% | 6,596 | $428K |
| J2 Capital Management Inc | 0.29% | No change | 6,552 | $425K |
| Jane Street Group, LLC | 0.00% | New | 6,481 | $420K |
| Gateway Investment Advisers LLC | 0.00% | New | 6,250 | $405K |
| Compound Planning, Inc. | 0.01% | Reduce -7.8% | 6,084 | $395K |
| Truist Financial Corp. | 0.00% | Reduce -35.7% | 5,788 | $375K |
| Nwam LLC | 0.02% | Add +1.8% | 5,503 | $357K |
| Castleview Partners, LLC | 0.15% | Reduce -2.9% | 5,280 | $342K |
| Maia Wealth LLC | 0.05% | Add +1.3% | 5,157 | $334K |
| Iams Wealth Management, LLC | 0.10% | Reduce -79.4% | 5,097 | $331K |
| Balefire, LLC | 0.05% | Reduce -9.6% | 4,708 | $305K |
| Bank of America Corp. | 0.00% | No change | 4,377 | $284K |
| Private Client Services, LLC | 0.07% | Add +0.1% | 4,016 | $260K |
| Western Wealth Management, LLC | 0.01% | Reduce -39.8% | 4,001 | $260K |
| Adamsbrown Wealth Consultants LLC | 0.05% | New | 3,864 | $251K |
| Pinnacle Family Advisors, LLC | 0.10% | Add +1.4% | 3,820 | $248K |
| Virtue Capital Management, LLC | 0.03% | Reduce -2.9% | 3,696 | $240K |
| Merit Financial Group, LLC | 0.00% | Reduce -0.4% | 3,664 | $238K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 3,654 | $237K |
| GAMMA Investing LLC | 0.01% | No change | 3,589 | $233K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | Reduce -50.5% | 3,567 | $231K |
| Betterment LLC | 0.00% | New | 3,501 | $227K |
| Plotkin Financial Advisors, LLC | 0.09% | New | 3,304 | $214K |
| BlueChip Wealth Advisors LLC | 0.08% | New | 3,158 | $205K |
| Maripau Wealth Management LLC | 0.07% | New | 3,155 | $204K |
| Everest Financial Group LLC | 0.03% | New | 3,095 | $201K |
| MeadowBrook Investment Advisors LLC | 0.13% | No change | 2,509 | $163K |
| Brown, Lisle/Cummings, Inc. | 0.03% | Add +45.8% | 2,239 | $145K |
| Jones Financial Companies LLLP | 0.00% | New | 2,240 | $141K |
| IFP Advisors, Inc | 0.00% | New | 2,024 | $131K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.3% | 1,996 | $129K |
| Private Trust Co. NA | 0.01% | Add +1.0% | 1,943 | $126K |
| Key Capital Management, INC | 0.06% | Add +18.3% | 1,746 | $113K |
| Richardson Financial Services Inc. | 0.06% | No change | 1,707 | $111K |
| UBS Group AG | 0.00% | New | 1,559 | $101K |
| Covestor Ltd | 0.05% | Reduce -15.1% | 1,366 | $89K |
| TD Capital Management LLC | 0.01% | No change | 1,365 | $89K |
| Quest 10 Wealth Builders, Inc. | 0.07% | Add +37.8% | 1,313 | $85K |
| Stone House Investment Management, LLC | 0.01% | Add +0.5% | 1,000 | $65K |
| CoreCap Advisors, LLC | 0.00% | Add +23.8% | 775 | $50K |
| Buck Wealth Strategies, LLC | 0.01% | New | 736 | $48K |
| Global Retirement Partners, LLC | 0.00% | — | 625 | $41K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 561 | $36K |
| REAP Financial Group, LLC | 0.01% | No change | 468 | $30K |
| Lloyd Advisory Services, LLC. | 0.01% | Add +18.1% | 320 | $21K |
| Kingdom Financial Group LLC. | 0.00% | Add +1.5% | 275 | $18K |
| Arax Advisory Partners | 0.00% | No change | 258 | $17K |
| AdvisorNet Financial, Inc | 0.00% | No change | 199 | $13K |
| Allworth Financial LP | 0.00% | Reduce -61.7% | 189 | $12K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -38.4% | 98 | $6K |
| Networth Advisors, LLC | 0.00% | Add +5.2% | 81 | $5K |
| Vanguard Advisers Inc. | 0.00% | Reduce -71.3% | 35 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 28 | $2K |
| JPMorgan Chase & Co. | 0.00% | Reduce -97.7% | 5 | $320 |
| FMR LLC | 0.00% | Add +100.0% | 2 | $130 |
| Wells Fargo & Company | 0.00% | Reduce -99.9% | 1 | $51 |
"% of holder's portfolio" is XLSR's weight in each manager's 13F, not the share of SS US Sector Rotation the manager owns.