Who owns State Street US Sector Rotation ETF?
Institutional ownership of XLSR from SEC Form 13F filings across 97 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.
97
13F holders
$809.1M
value, 2026 filers
84.9%
of shares outstanding (13.0M sh)
17
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 | $32,141 | 0.2% | 3.2% | -1.5% |
| 5 | Cerity Partners LLC | 424,675 | $27.5M | 0.0% | 2.8% | +9.0% |
| 6 | NewEdge Advisors, LLC | 307,442 | $19.9M | 0.1% | 2% | +257.9% |
| 7 | Signal Advisors Wealth, LLC | 255,949 | $16.6M | 0.8% | 1.7% | +14.1% |
| 8 | HARBOUR INVESTMENTS, INC. | 205,136 | $13.3M | 0.2% | 1.3% | +13.8% |
| 9 | Cetera Investment Advisers | 188,498 | $12.2M | 0.0% | 1.2% | +4.1% |
| 10 | AE Wealth Management LLC | 175,384 | $11.4M | 0.1% | 1.1% | +11.4% |
| 11 | PRINCIPAL SECURITIES, INC. | 163,583 | $10.6M | 0.1% | 1.1% | +121.0% |
| 12 | HighTower Advisors, LLC | 153,981 | $10.0M | 0.0% | 1% | +6.4% |
| 13 | MML INVESTORS SERVICES, LLC | 147,226 | $9.5M | 0.0% | 1% | +51.5% |
| 14 | Summit Financial, LLC | 110,956 | $7.2M | 0.1% | 0.7% | +8.6% |
| 15 | Sanctuary Advisors, LLC | 82,556 | $5.4M | 0.0% | 0.5% | -12.5% |
| 16 | Legacy Wealth Partners, LLC | 79,150 | $5.1M | 1.2% | 0.5% | +7.3% |
| 17 | RAYMOND JAMES FINANCIAL INC | 60,138 | $3.9M | 0.0% | 0.4% | +0.7% |
| 18 | AXXCESS WEALTH MANAGEMENT, LLC | 59,957 | $3.9M | 0.1% | 0.4% | -16.5% |
| 19 | Cambridge Investment Research Advisors, Inc. | 56,918 | $3,692 | 0.0% | 0.4% | +97.6% |
| 20 | MORGAN STANLEY | 50,469 | $3.3M | 0.0% | 0.3% | -11.2% |
| 21 | GOLDMAN SACHS GROUP INC | 48,084 | $3.1M | 0.0% | 0.3% | +1240.5% |
| 22 | Founders Financial Alliance, LLCNEW | 38,325 | $2.5M | 0.3% | 0.2% | new |
| 23 | October Effect Ltd | 30,976 | $2.0M | 1.9% | 0.2% | +17.0% |
| 24 | Apella Capital, LLC | 26,040 | $1.7M | 0.0% | 0.2% | -3.7% |
| 25 | OSAIC HOLDINGS, INC. | 23,574 | $1.5M | 0.0% | 0.2% | -12.0% |
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.