Who owns XLSR?
State Street US Sector Rotation ETF · State Street
141 institutions reported holding XLSR, worth $981.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XLSR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $289.9M | 4,470,235 | +112,813 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $159.6M | 2,461,391 | +220,625 shares |
| Envestnet Portfolio Solutions, Inc. | Berwyn, PA | $158.0M | 2,435,953 | +191,092 shares |
| Park Avenue Securities LLC | New York, NY | $32.1M | 495,551 | −7,497 shares |
| Cerity Partners LLC | New York, NY | $27.5M | 424,675 | +34,993 shares |
| Private Advisor Group, LLC | Morristown, NJ | $20.0M | 307,758 | +218,067 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $19.9M | 307,442 | +221,533 shares |
| Landmark Wealth Management, Inc. | Normal, IL | $19.6M | 301,775 | +11,463 shares |
| Signal Advisors Wealth, LLC | Detroit, MI | $16.6M | 255,949 | +31,642 shares |
| Hibernia Wealth Partners, LLC | Baton Rouge, LA | $14.3M | 220,453 | −194,121 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XLSR?
141 institutional managers reported holding XLSR in Form 13F filings for June 30, 2026, worth $981.7M in total. The largest reported position was held by LPL Financial LLC, at $289.9M.
Did institutions buy or sell XLSR last quarter?
Reported 13F value rose 17.4% from March 31, 2026, which includes price moves as well as buying and selling. 22 firms reported a new position and 9 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XLSR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.