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State Street US Sector Rotation ETF

132 hedge funds and large institutions have $847M invested in State Street US Sector Rotation ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 74 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 29

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

0.77% more ownership

Funds ownership: 99.23%100% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less funds holding

Funds holding: 133132 (-1)

4% less capital invested

Capital invested by funds: $880M → $847M (-$33.2M)

Holders
132
Holders Change
-1
Holders Change %
-0.75%
% of All Funds
1.62%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
17
Increased
74
Reduced
29
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$252M -$19.5M -319,320 -7%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$130M +$12.6M +206,196 +10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$129M +$19.3M +316,650 +16%
PAS
4
Park Avenue Securities
New York
$29M +$1.01M +16,543 +3%
HWP
5
Hibernia Wealth Partners
Louisiana
$23.9M -$390K -6,398 -2%
Cerity Partners
6
Cerity Partners
New York
$22.5M +$23.8M +389,682 New
LWMI
7
Landmark Wealth Management (Illinois)
Illinois
$16.8M +$1.15M +18,930 +7%
NA
8
NewEdge Advisors
Louisiana
$16.6M +$1.33M +21,872 +8%
Mariner
9
Mariner
Kansas
$16M -$579K -9,499 -3%
SAW
10
Signal Advisors Wealth
Michigan
$13M +$1.73M +28,321 +14%
APC
11
Aspire Private Capital
North Carolina
$12.6M +$767K +12,578 +6%
MWM
12
Mosley Wealth Management
California
$11.9M +$41.5K +681 +0.3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$10.5M +$1.01M +16,652 +10%
HI
14
Harbour Investments
Wisconsin
$10.4M +$1.28M +20,988 +13%
AWM
15
AE Wealth Management
Kansas
$9.09M +$1.56M +25,541 +19%
RCM
16
Raleigh Capital Management
North Carolina
$8.67M +$1.24M +20,330 +16%
CW
17
CreativeOne Wealth
Kansas
$8.47M +$2.06M +33,764 +30%
HighTower Advisors
18
HighTower Advisors
Illinois
$8.36M +$733K +12,028 +9%
SF
19
Summit Financial
New Jersey
$5.9M +$46.6K +765 +0.8%
MML Investors Services
20
MML Investors Services
Massachusetts
$5.61M +$1.11M +18,155 +23%
SA
21
Sanctuary Advisors
Indiana
$5.45M -$333K -5,467 -5%
PAG
22
Private Advisor Group
New Jersey
$5.18M +$86.6K +1,421 +2%
KAS
23
Kestra Advisory Services
Texas
$4.9M -$19.5K -320 -0.4%
PS
24
Principal Securities
Iowa
$4.27M +$2.26M +37,154 +101%
LWPC
25
Legacy Wealth Partners (Colorado)
Colorado
$4.26M +$326K +5,348 +8%

XLSR Hedge Fund Activity: Q1 2026 in Review

132 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q1 2026, worth a combined $847M — down 3.8% from $880M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XLSR positions and 15 closed out — a net gain of 2 holders — while 74 added to existing stakes and 29 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $23.8M. The largest seller was LPL Financial, cutting an estimated $19.5M.

  • 132 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q1 2026, down from 133 in Q4 2025.
  • Funds reported $847M of State Street US Sector Rotation ETF stock for Q1 2026, down 3.8% quarter-over-quarter.
  • 17 funds opened new State Street US Sector Rotation ETF positions in Q1 2026 and 15 closed out, a net change of +2 holders.
  • The largest State Street US Sector Rotation ETF buyer in Q1 2026 was Cerity Partners, an estimated $23.8M added.
  • The largest State Street US Sector Rotation ETF seller in Q1 2026 was LPL Financial, an estimated $19.5M sold.

Based on aggregated 13F filings for Q1 2026.