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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
RWPA
51
Richard W. Paul & Associates
Michigan
$647K +$15.4K +288 +2%
FI
52
FWG Investments
Kentucky
$629K -$288K -5,379 -30%
SOS
53
Silver Oak Securities
Tennessee
$611K – – –
Jane Street
54
Jane Street
New York
$597K +$630K +11,768 New
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$583K -$42.3K -789 -6%
KFS
56
Kelly Financial Services
Massachusetts
$583K -$286K -5,331 -32%
TCM
57
Triumph Capital Management
Colorado
$567K +$131K +2,451 +28%
VA
58
VestGen Advisors
Illinois
$555K +$585K +10,925 New
ACM
59
Absolute Capital Management
Pennsylvania
$536K +$21.5K +402 +4%
KWM
60
Kingsview Wealth Management
Oregon
$532K +$562K +10,487 New
Stifel Financial
61
Stifel Financial
Missouri
$527K +$18.2K +340 +3%
CCG
62
Capital CS Group
California
$511K +$66.7K +1,246 +14%
AI
63
Atria Investments
North Carolina
$484K +$160K +2,988 +46%
SWM
64
Silverlake Wealth Management
Vermont
$458K +$161 +3 +0%
TC
65
TownSquare Capital
Utah
$419K +$442K +8,253 New
TVM
66
True Vision MN
Minnesota
$384K +$162K +3,018 +66%
FA
67
FSA Advisors
Michigan
$379K +$17.2K +321 +4%
AFG
68
Atomi Financial Group
New York
$348K -$55.5K -1,037 -13%
Creative Planning
69
Creative Planning
Kansas
$347K – – –
PCS
70
Private Client Services
Kentucky
$346K +$13.3K +249 +4%
SF
71
Synovus Financial
Georgia
$339K +$358K +6,681 New
FPCP
72
Fort Point Capital Partners
California
$338K – – –
Truist Financial
73
Truist Financial
North Carolina
$329K +$6K +112 +2%
AF
74
Allworth Financial
California
$323K -$12.6K -236 -3%
CP
75
Castleview Partners
Texas
$295K -$213K -3,971 -41%
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.