XLSR Institutional Ownership
State Street US Sector Rotation ETF
1W: -0.3%
1M: +1.6%
3M: +2.9%
YTD: +7.3%
1Y: +11.3%
3Y: +64.8%
5Y: +56.9%
$66.88
+0.46 (+0.69%)
Weekly Expected Move ±1.5%
$65
$66
$67
$68
$69
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — XLSR
151
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
977M
Total Invested
22
New Positions
56
Increased
59
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (166 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4,470,235 | $299M | +112,813 | +2.6% | 27Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 2,461,391 | $165M | +220,625 | +9.8% | 29Q | SEC ↗ |
| 3 | Envestnet Portfolio Solutions, Inc. | 2,435,953 | $163M | +191,092 | +8.5% | 12Q | SEC ↗ |
| 4 | PARK AVENUE SECURITIES LLC | 495,551 | $33M | -7,497 | -1.5% | 29Q | SEC ↗ |
| 5 | Cerity Partners LLC | 424,675 | $28M | +34,993 | +9.0% | 2Q | SEC ↗ |
| 6 | Private Advisor Group, LLC | 307,758 | $21M | +218,067 | +243.1% | 25Q | SEC ↗ |
| 7 | NewEdge Advisors, LLC | 307,442 | $21M | +19,798 | +6.9% | 21Q | SEC ↗ |
| 8 | LANDMARK WEALTH MANAGEMENT, INC. | 301,775 | $20M | +11,463 | +3.9% | 9Q | SEC ↗ |
| 9 | Signal Advisors Wealth, LLC | 255,949 | $17M | +31,642 | +14.1% | 8Q | SEC ↗ |
| 10 | Hibernia Wealth Partners, LLC | 220,453 | $15M | -194,121 | -46.8% | 11Q | SEC ↗ |
| 11 | Aspire Private Capital, LLC | 206,850 | $14M | -11,177 | -5.1% | 22Q | SEC ↗ |
| 12 | HARBOUR INVESTMENTS, INC. | 205,136 | $14M | +24,939 | +13.8% | 17Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 188,498 | $13M | +7,482 | +4.1% | 15Q | SEC ↗ |
| 14 | AE Wealth Management LLC | 175,384 | $12M | +18,018 | +11.4% | 27Q | SEC ↗ |
| 15 | PRINCIPAL SECURITIES, INC. | 163,583 | $11M | +89,553 | +121.0% | 9Q | SEC ↗ |
| 16 | HighTower Advisors, LLC | 153,981 | $10M | +9,265 | +6.4% | 19Q | SEC ↗ |
| 17 | Raleigh Capital Management Inc. | 149,438 | $10M | -775 | -0.5% | 19Q | SEC ↗ |
| 18 | MML INVESTORS SERVICES, LLC | 147,226 | $10M | +50,019 | +51.5% | 5Q | SEC ↗ |
| 19 | Summit Financial, LLC | 110,956 | $7M | +8,746 | +8.6% | 4Q | SEC ↗ |
| 20 | SMART Wealth LLC NEW | 109,367 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 21 | Sanctuary Advisors, LLC | 82,556 | $6M | -11,768 | -12.5% | 9Q | SEC ↗ |
| 22 | CreativeOne Wealth, LLC | 79,868 | $5M | -66,882 | -45.6% | 28Q | SEC ↗ |
| 23 | Legacy Wealth Partners, LLC | 79,150 | $5M | +5,396 | +7.3% | 3Q | SEC ↗ |
| 24 | Midwest Financial Network, LLC | 75,343 | $5M | +12,143 | +19.2% | 7Q | SEC ↗ |
| 25 | Global Financial Private Client, LLC | 72,815 | $5M | +6,280 | +9.4% | 18Q | SEC ↗ |
| 26 | International Private Wealth Advisors | 68,536 | $5M | -1,510 | -2.2% | 11Q | SEC ↗ |
| 27 | RAYMOND JAMES FINANCIAL INC | 60,138 | $4M | +405 | +0.7% | 5Q | SEC ↗ |
| 28 | AXXCESS WEALTH MANAGEMENT, LLC | 59,957 | $4M | -11,885 | -16.5% | 19Q | SEC ↗ |
| 29 | NOVUS ADVISORS, LLC | 56,666 | $4M | -1,234 | -2.1% | 7Q | SEC ↗ |
| 30 | GeoWealth Management, LLC | 54,395 | $4M | -1,264 | -2.3% | 26Q | SEC ↗ |
| 31 | MORGAN STANLEY | 50,469 | $3M | -6,357 | -11.2% | 19Q | SEC ↗ |
| 32 | GOLDMAN SACHS GROUP INC | 48,084 | $3M | +44,497 | +1240.5% | 2Q | SEC ↗ |
| 33 | LOCKERMAN FINANCIAL GROUP, INC. | 39,841 | $3M | +1,963 | +5.2% | 13Q | SEC ↗ |
| 34 | Founders Financial Alliance, LLC NEW | 38,325 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 35 | Worth Financial Advisory Group, LLC NEW | 36,048 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 36 | Outlook Wealth Advisors, LLC | 35,414 | $2M | -1,712 | -4.6% | 14Q | SEC ↗ |
| 37 | Sharkey, Howes & Javer | 34,790 | $2M | -38,959 | -52.8% | 8Q | SEC ↗ |
| 38 | WealthPoint Financial, LLC | 32,875 | $2M | +3,518 | +12.0% | 3Q | SEC ↗ |
| 39 | October Effect Ltd | 30,976 | $2M | +4,510 | +17.0% | 5Q | SEC ↗ |
| 40 | Cambridge Investment Research Advisors | 28,459 | $2M | -340 | -1.2% | 24Q | SEC ↗ |
| 41 | Aegis Wealth Management, Inc. | 27,414 | $2M | +10,115 | +58.5% | 3Q | SEC ↗ |
| 42 | Apella Capital, LLC | 26,040 | $2M | -994 | -3.7% | 13Q | SEC ↗ |
| 43 | Integrity Wealth Partners, LLC NEW | 24,756 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 44 | OSAIC HOLDINGS, INC. | 23,574 | $2M | -3,206 | -12.0% | 26Q | SEC ↗ |
| 45 | Kestra Advisory Services, LLC | 21,816 | $1M | -63,043 | -74.3% | 19Q | SEC ↗ |
| 46 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 21,720 | $1M | -5,609 | -20.5% | 13Q | SEC ↗ |
| 47 | World Investment Advisors | 21,228 | $1M | -561 | -2.6% | 3Q | SEC ↗ |
| 48 | Spectrum Planning & Advisory Services | 20,263 | $1M | +4,639 | +29.7% | 9Q | SEC ↗ |
| 49 | Balboa Wealth Partners | 19,273 | $1M | -9,912 | -34.0% | 16Q | SEC ↗ |
| 50 | Gladstone Institutional Advisory LLC | 18,957 | $1M | +97 | +0.5% | 12Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| SMART Wealth LLC | 109,367 | $7M |
| Founders Financial Alliance, LLC | 38,325 | $3M |
| Worth Financial Advisory Group, LLC | 36,048 | $2M |
| Integrity Wealth Partners, LLC | 24,756 | $2M |
| Nuveen, LLC | 15,087 | $1M |
| Vise Technologies, Inc. | 14,801 | $990K |
| Spinnaker Investment Group, LLC | 13,661 | $914K |
| PKS Advisory Services, LLC | 10,944 | $732K |
| Concurrent Investment Advisors, LLC | 6,790 | $454K |
| JANE STREET GROUP, LLC | 6,481 | $433K |
| GATEWAY INVESTMENT ADVISERS LLC | 6,250 | $418K |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 3,864 | $258K |
| Betterment LLC | 3,501 | $234K |
| Plotkin Financial Advisors, LLC | 3,304 | $221K |
| BlueChip Wealth Advisors LLC | 3,158 | $211K |
| MARIPAU WEALTH MANAGEMENT LLC | 3,155 | $211K |
| Everest Financial Group LLC | 3,095 | $207K |
| JONES FINANCIAL COMPANIES LLLP | 2,240 | $150K |
| IFP Advisors, Inc | 2,024 | $135K |
| UBS Group AG | 1,559 | $104K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mariner, LLC | 277,050 | $19M |
| Hilltop Holdings Inc. | 21,385 | $1M |
| FLAGSHIP HARBOR ADVISORS, LLC | 16,418 | $1M |
| Capital CS Group, LLC | 11,919 | $797K |
| J.W. COLE ADVISORS, INC. | 9,167 | $613K |
| NorthRock Partners, LLC | 5,540 | $371K |
| Ruggiero Investments, Inc. | 5,064 | $339K |
| Advisory Services Network, LLC | 4,790 | $320K |
| CROBAN | 3,670 | $245K |
| Sigma Planning Corp | 3,405 | $228K |
| Signature Equity Partners, LLC | 2,924 | $196K |
| CITIGROUP INC | 1,300 | $87K |
| Annis Gardner Whiting Capital Advis | 517 | $35K |
| Merkkuri Wealth Advisors LLC | 397 | $27K |
| US BANCORP \DE | 277 | $19K |
| Ascentis Independent Advisors | 232 | $16K |
| Smithfield Trust Co | 167 | $11K |
| CHELSEA COUNSEL CO | 164 | $11K |
| PNC FINANCIAL SERVICES GROUP, INC. | 100 | $7K |
| MPWM ADVISORY SOLUTIONS, LLC | 3 | $0K |