XLSR · State Street(R) US Sector Rotation ETF ETF

Alerts for XLSR

$66.26 -0.24 (-0.36%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 1

Total Value: $145,221

Total Shares: 2,239

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026

Top Holder

100.0%

+80.4 pts

Top 5

100.0%

+40.4 pts

Top 10

100.0%

+16.9 pts

HHI

10,000

Highly concentrated+9,050

Quarterly Activity

vs Mar 31, 2026

New

1

Increased

0

Decreased

0

Sold Out

42

Unchanged

0

Holder count: -41

Institutional value: -99.9%

Shares held: -99.9%

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)	Open
Small BROWN, LISLE/CUMMINGS, INC.	2,239	$145,221

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Large Cerity Partners LLC	389,682	$22,500,238
Large Mariner, LLC	277,050	$15,996,867
Large Cetera Investment Advisers	181,016	$10,451,863
Mid HARBOUR INVESTMENTS, INC.	180,197	$10,404,574
Large AE Wealth Management LLC	157,366	$9,086,311

Filter: New 1 Increased 0 Reduced 0 Sold out 42 Unchanged 0

Showing 1 of 1

All Common Calls Puts

Compact Export CSV

BROWN, LISLE/CUMMINGS, INC. XLSR

$145,221

100.00%

2,239

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mariner Independent Advisor Network, LLC	277,050	$15,996,867	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RSG Investments LLC	85	$4,907	0.1%	Other
Held directly	157,281	$9,081,404	99.9%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	1,865	$107,685	3.1%	Defined
Raymond James Financial Services Advisors, Inc.	57,868	$3,341,298	96.9%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	56,826	$3,281,132	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
LIFEMARK SECURITIES CORP.	55,659	$3,213,750	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	2,339	$135,053	8.7%	Defined
CW Advisors, LLC	23,139	$1,336,045	86.4%	Sole
Osaic Advisory Services, LLC	1,302	$75,177	4.9%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	11,364	$656,157	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	10,903	$629,539	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	4,430	$255,788	51.3%	Other
G1 EXECUTION SERVICES, LLC	4,199	$242,450	48.7%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	4,377	$252,727	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	4,225	$243,951	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	3,587	$207,113	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	5	$288	2.3%	Defined
55I, LLC	216	$12,471	97.7%	Other