Who Owns XLSR?
State Street US Sector Rotation ETF — Institutional Ownership & 13F Holdings
$62.29
-0.29 (-0.46%)
Market Cap
$925.4M
Shares Outstanding
13,650,758
Institutional Holders
108
Total Inst. Value
$227.3M
% of Float Held
—
QoQ Holder Change
+59
Institutional data as of Q1 2025
New Positions
37
Closed Positions
9
Increased
43
Decreased
20
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $63.2M | 1,244 |
| 2 | NewEdge Advisors, LLC | $14.2M | 278,772 |
| 3 | LANDMARK WEALTH MANAGEMENT, INC.New | $12.9M | 253,644 |
| 4 | Aspire Private Capital, LLC | $11.7M | 230,882 |
| 5 | Hibernia Wealth Partners, LLCNew | $10.7M | 211,492 |
| 6 | Austin Private Wealth, LLC | $9.1M | 178,265 |
| 7 | HARBOUR INVESTMENTS, INC. | $8.8M | 172,661 |
| 8 | Signal Advisors Wealth, LLC | $8.7M | 172,049 |
| 9 | Raleigh Capital Management Inc.New | $6.5M | 127,350 |
| 10 | Cetera Investment Advisers | $5.7M | 113,194 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NewEdge Advisors, LLC | +37K | $14.2M |
| LANDMARK WEALTH MANAGEMENT, INC.New | +254K | $12.9M |
| Hibernia Wealth Partners, LLCNew | +211K | $10.7M |
| Austin Private Wealth, LLC | +114K | $9.1M |
| HARBOUR INVESTMENTS, INC. | +5K | $8.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| GeoWealth Management, LLC | -218K | $3.0M |
| Kraft, Davis & Associates, LLC | -79K | $239K |
| MORGAN STANLEY | -46K | $2.6M |
| Private Advisor Group, LLC | -35K | $3.3M |
| Lokken Investment Group LLC | -30K | $918K |
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Frequently Asked Questions
How many institutional investors hold XLSR?
As of Q1 2025, 108 institutional investors report holding XLSR (State Street US Sector Rotation ETF) in their 13F filings.
Which hedge fund owns the most XLSR?
The largest institutional holder of XLSR is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $63.2M in shares.
Are institutions buying or selling XLSR?
This quarter, 37 institutions opened new positions in XLSR and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.