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State Street US Sector Rotation ETF
XLSR

109 hedge funds and large institutions have $610M invested in State Street US Sector Rotation ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

123% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 26

5% more funds holding

Funds holding: 104 → 109 (+5)

4.64% less ownership

Funds ownership: 97.45% → 92.81% (-4.6%)

6% less capital invested

Capital invested by funds: $647M → $610M (-$37.3M)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
109
Holders Change
+5
Holders Change %
+4.81%
% of All Funds
1.46%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
14
Increased
58
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$10.2M
2
APW
Austin Private Wealth
Texas
+$6.08M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.91M
5
NA
NewEdge Advisors
Louisiana
+$1.98M

Top Sellers

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
-$11.7M
2
AWA
Authentikos Wealth Advisory
California
-$5.65M
3
KDA
Kraft Davis & Associates
Missouri
-$4.21M
4
Morgan Stanley
Morgan Stanley
New York
-$2.45M
5
PAG
Private Advisor Group
New Jersey
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
IPWA
26
International Private Wealth Advisors
California
$2.81M +$319K +5,955 +12%
GFPC
27
Global Financial Private Client
Florida
$2.59M +$79.5K +1,484 +3%
Morgan Stanley
28
Morgan Stanley
New York
$2.58M -$2.45M -45,658 -47%
OWA
29
Outlook Wealth Advisors
Texas
$2.01M +$102K +1,898 +5%
WFAG
30
Worth Financial Advisory Group
North Carolina
$1.78M -$393K -7,343 -17%
LFG
31
Lockerman Financial Group
California
$1.77M +$1.11M +20,759 +148%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.72M +$55.7K +1,039 +3%
BWP
33
Balboa Wealth Partners
Arizona
$1.55M +$95.6K +1,784 +6%
IWM
34
Iams Wealth Management
Nebraska
$1.48M +$45.6K +851 +3%
MFN
35
Midwest Financial Network
Illinois
$1.45M +$115K +2,143 +8%
KAS
36
Kestra Advisory Services
Texas
$1.4M +$40.9K +763 +3%
AC
37
Apella Capital
Connecticut
$1.39M +$1.23K +23 +0.1%
AWS
38
Atria Wealth Solutions
New York
$1.21M -$131K -2,449 -9%
HH
39
Hilltop Holdings
Texas
$1.18M +$8.52K +159 +0.7%
C
40
Croban
Ohio
$1.14M +$227K +4,238 +23%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$1.09M +$13.4K +250 +1%
NP
42
NorthRock Partners
Minnesota
$1.08M +$1.14M +21,297 New
VF
43
Virtu Financial
New York
$1.04M +$1.1M +20,512 New
LIG
44
Lokken Investment Group
Delaware
$918K -$1.63M -30,389 -63%
SPAS
45
Spectrum Planning & Advisory Services
California
$792K +$643 +12 +0.1%
GIA
46
Gladstone Institutional Advisory
Florida
$775K +$29.1K +544 +4%
AA
47
Armis Advisers
Georgia
$769K -$254K -4,741 -24%
CAAS
48
Capital Asset Advisory Services
Michigan
$740K +$36.2K +675 +5%
PS
49
Principal Securities
Iowa
$692K – – –
ATC
50
Argent Trust Co
Tennessee
$691K -$18.6K -348 -2%
1
2
3 4 5

XLSR Hedge Fund Activity: Q1 2025 in Review

109 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q1 2025, worth a combined $610M — down 5.8% from $647M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new XLSR positions and 6 closed out — a net gain of 8 holders — while 58 added to existing stakes and 26 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.2M. The largest seller was GeoWealth Management, cutting an estimated $11.7M.

  • 109 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q1 2025, up from 104 in Q4 2024.
  • Funds reported $610M of State Street US Sector Rotation ETF stock for Q1 2025, down 5.8% quarter-over-quarter.
  • 14 funds opened new State Street US Sector Rotation ETF positions in Q1 2025 and 6 closed out, a net change of +8 holders.
  • The largest State Street US Sector Rotation ETF buyer in Q1 2025 was LPL Financial, an estimated $10.2M added.
  • The largest State Street US Sector Rotation ETF seller in Q1 2025 was GeoWealth Management, an estimated $11.7M sold.

Based on aggregated 13F filings for Q1 2025.