Who owns State Street US Sector Rotation ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XLSR from SEC Form 13F filings across 141 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 141 institutions disclosed 15.1M shares of State Street US Sector Rotation ETF worth $977.2M — about 98.2% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
141
13F holders
$977.2M
value, 2026 filers
98.2%
of shares outstanding (15.1M sh)
22
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of XLSR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4.5M | $289.9M | 0.1% | 29.1% | +2.6% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 2.5M | $159.6M | 0.0% | 16% | +9.8% |
| 3 | Envestnet Portfolio Solutions, Inc. | 2.4M | $158.0M | 0.8% | 15.9% | +8.5% |
| 4 | PARK AVENUE SECURITIES LLC | 495,551 | $32.1M | 0.2% | 3.2% | -1.5% |
| 5 | Cerity Partners LLC | 424,675 | $27.5M | 0.0% | 2.8% | +9.0% |
| 6 | Private Advisor Group, LLC | 307,758 | $20.0M | 0.1% | 2% | +243.1% |
| 7 | NewEdge Advisors, LLC | 307,442 | $19.9M | 0.1% | 2% | +257.9% |
| 8 | LANDMARK WEALTH MANAGEMENT, INC. | 301,775 | $19.6M | 6.5% | 2% | +3.9% |
| 9 | Signal Advisors Wealth, LLC | 255,949 | $16.6M | 0.8% | 1.7% | +14.1% |
| 10 | Hibernia Wealth Partners, LLC | 220,453 | $14.3M | 7.7% | 1.4% | -46.8% |
| 11 | Aspire Private Capital, LLC | 206,850 | $13.4M | 2.8% | 1.3% | -5.1% |
| 12 | HARBOUR INVESTMENTS, INC. | 205,136 | $13.3M | 0.2% | 1.3% | +13.8% |
| 13 | Cetera Investment Advisers | 188,498 | $12.2M | 0.0% | 1.2% | +4.1% |
| 14 | AE Wealth Management LLC | 175,384 | $11.4M | 0.1% | 1.1% | +11.4% |
| 15 | PRINCIPAL SECURITIES, INC. | 163,583 | $10.6M | 0.1% | 1.1% | +121.0% |
| 16 | HighTower Advisors, LLC | 153,981 | $10.0M | 0.0% | 1% | +6.4% |
| 17 | Raleigh Capital Management Inc. | 149,438 | $9.7M | 3.1% | 1% | -0.5% |
| 18 | MML INVESTORS SERVICES, LLC | 147,226 | $9.5M | 0.0% | 1% | +51.5% |
| 19 | Summit Financial, LLC | 110,956 | $7.2M | 0.1% | 0.7% | +8.6% |
| 20 | SMART Wealth LLCNEW | 109,367 | $7.1M | 1.5% | 0.7% | new |
| 21 | Sanctuary Advisors, LLC | 82,556 | $5.4M | 0.0% | 0.5% | -12.5% |
| 22 | CreativeOne Wealth, LLC | 79,868 | $5.2M | 0.1% | 0.5% | -45.6% |
| 23 | Legacy Wealth Partners, LLC | 79,150 | $5.1M | 1.2% | 0.5% | +7.3% |
| 24 | Midwest Financial Network, LLCNEW | 75,343 | $4.9M | 3.3% | 0.5% | new |
| 25 | Global Financial Private Client, LLC | 72,815 | $4.7M | 1.3% | 0.5% | +9.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.