Who Owns State Street US Sector Rotation ETF (XLSR)?Hedge Fund & Institutional Holders

$59.01-0.43 (-0.73%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -0

Price History

$44.58$49.20$53.82$58.43$63.05Aug 24Jun 25Mar 26

XLSR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Austin Private Wealth, LLCNew Position+342K+$21.3B
LANDMARK WEALTH MANAGEMENT, INC.New Position+271K+$16.9B
Hibernia Wealth Partners, LLCIncreased+202K+$13.2B
Raleigh Capital Management Inc.New Position+130K+$8.1B
Global Financial Private Client, LLCNew Position+64K+$4.0B
International Private Wealth Advisors LLCNew Position+63K+$3.9B
Outlook Wealth Advisors, LLCNew Position+36K+$2.2B
Worth Financial Advisory Group, LLCNew Position+35K+$2.2B
Balboa Wealth PartnersNew Position+28K+$1.7B
ABSOLUTE CAPITAL MANAGEMENT, LLCNew Position+17K+$1.0B
FLAGSHIP HARBOR ADVISORS, LLCNew Position+16K+$1.0B
Gladstone Institutional Advisory LLCNew Position+20K+$1.0B
RAYMOND JAMES FINANCIAL INCIncreased+20K+$846.6M
SILVER OAK SECURITIES, INCORPORATEDNew Position+12K+$761.0M
Signal Advisors Wealth, LLCIncreased+1K+$600.9M

XLSR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NewEdge Advisors, LLCDecreased-23K-$17.2B
HARBOUR INVESTMENTS, INC.Decreased-25K-$11.0B
NOVUS ADVISORS, LLCDecreased-521-$3.4B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-35K-$2.1B
VestGen Advisors, LLCDecreased-5K-$953.0M
OSAIC HOLDINGS, INC.Decreased-671-$812.0M
Argent Trust CoDecreased-860-$806.5M
Capital Asset Advisory Services LLCDecreased-2K-$716.5M
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-6K-$690.9M
Atria Investments, IncDecreased-160-$479.8M
NorthRock Partners, LLCDecreased-1K-$409.2M
GeoWealth Management, LLCDecreased-2K-$347.0M
Hilltop Holdings Inc.Decreased-843-$325.0M
Integrated Wealth Concepts LLCDecreased-38-$220.1M
IAMS WEALTH MANAGEMENT, LLCDecreased-4K-$148.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Hibernia Wealth Partners, LLC417,966$26.0B7.84%Share
2Austin Private Wealth, LLC342,395$21.3B1.59%Share
3LANDMARK WEALTH MANAGEMENT, INC.237,510$14.8B5.59%Share
4Signal Advisors Wealth, LLC195,986$12.2B0.97%Share
5Raleigh Capital Management Inc.129,883$8.1B2.94%Share
6CreativeOne Wealth, LLC112,986$7.0B0.17%Share
7Private Advisor Group, LLC88,270$5.0B0.02%Share
8Global Financial Private Client, LLC64,077$4.0B1.40%Share
9International Private Wealth Advisors LLC63,061$3.9B2.47%Share
10GeoWealth Management, LLC54,351$3.0B0.11%Share
11RAYMOND JAMES FINANCIAL INC54,218$3.0B0.00%Share
12Outlook Wealth Advisors, LLC35,949$2.2B0.51%Share
13Worth Financial Advisory Group, LLC35,303$2.2B1.07%Share
14LANDMARK WEALTH MANAGEMENT, INC.33,872$2.1B0.80%Share
15Balboa Wealth Partners27,798$1.7B0.29%Share
16IAMS WEALTH MANAGEMENT, LLC25,108$1.6B0.56%Share
17ABSOLUTE CAPITAL MANAGEMENT, LLC16,846$1.0B0.38%Share
18FLAGSHIP HARBOR ADVISORS, LLC16,418$1.0B0.05%Share
19Gladstone Institutional Advisory LLC19,544$1.0B0.04%Share
20Hilltop Holdings Inc.21,385$1.0B0.06%Share
21OSAIC HOLDINGS, INC.25,731$1.0B0.00%Share
22Spectrum Planning & Advisory Services Inc.15,620$973.0M0.50%Share
23Spinnaker Investment Group, LLC13,373$833.0M0.15%Share
24Stratos Wealth Partners, LTD.13,158$819.0M0.01%Share
25SILVER OAK SECURITIES, INCORPORATED12,145$761.0M0.05%Share
26Triumph Capital Management11,134$693.0M0.15%Share
27CREATIVE FINANCIAL DESIGNS INC /ADV10,209$636.0M0.04%Share
28Richard W. Paul & Associates, LLC10,057$626.0M0.21%Share
29Kelly Financial Services LLC9,720$605.0M0.15%Share
30FWG Investments, LLC.9,469$590.0M0.38%Share
31FSA Advisors, Inc.9,345$582.0M0.40%Share
32True Vision MN LLC7,757$483.0M0.25%Share
33First Heartland Consultants, Inc.7,197$448.0M0.03%Share
34SILVERLAKE WEALTH MANAGEMENT LLC6,593$410.0M0.09%Share
35Compound Planning, Inc.6,425$400.0M0.01%Share
36J2 Capital Management Inc6,345$395.0M0.29%Share
37Kraft, Davis & Associates, LLC5,961$373.0M0.08%Share
38RICHARDSON FINANCIAL SERVICES INC.386$366.0M0.12%Share
39Castleview Partners, LLC5,433$338.0M0.17%Share
40NWAM LLC5,408$338.0M0.02%Share
41Balefire, LLC5,124$319.0M0.06%Share
42Maia Wealth LLC5,123$311.0M0.05%Share
43ONE WEALTH CAPITAL MANAGEMENT, LLC4,982$310.0M0.13%Share
44M1 Capital Management LLC4,975$309.0M0.13%Share
45SIGNATURE ESTATE & INVESTMENT ADVISORS LLC4,826$300.0M0.01%Share
46LPL Financial LLC4,676,742$291.0M0.08%Share
47PRIVATE CLIENT SERVICES, LLC4,159$259.0M0.08%Share
48Pinnacle Family Advisors, LLC3,801$236.0M0.10%Share
49CROBAN3,670$228.0M0.11%Share
50Sigma Planning Corp3,405$212.0M0.01%Share

XLSR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025129$138.2B+62
Q3 202567$409.1B-38
Q2 2025105$554.4B-3
Q1 2025108$467.6B+28
Q4 202480$3.3T+26
Q3 202454$281.8T-1
Q2 202455$75.2T+6
Q1 202449$970.3T—

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As of Q4 2025, 50 institutional investors hold XLSR (State Street US Sector Rotation ETF). The largest holder is Hibernia Wealth Partners, LLC with $26.0B in shares. This quarter, 12 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own XLSR?

As of Q4 2025, 50 institutional investors report holding XLSR (State Street US Sector Rotation ETF) in their 13F filings.

Who is the largest institutional holder of XLSR?

The largest institutional holder of XLSR is Hibernia Wealth Partners, LLC with $26.0B in shares.

Is institutional ownership of XLSR increasing or decreasing?

This quarter, 12 institutions opened new positions in XLSR and 0 closed their positions.