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State Street Fixed Income Sector Rotation ETF

62 hedge funds and large institutions have $237M invested in State Street Fixed Income Sector Rotation ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

69% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 16

79% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 43

Holders
62
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAG
26
VisionPoint Advisory Group
Texas
$621K
QWM
27
Quadcap Wealth Management
Texas
$547K
GM
28
GeoWealth Management
Illinois
$521K
VBFP
29
Valtinson Bruner Financial Planning
Minnesota
$499K
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$475K
CFD
31
Creative Financial Designs
Indiana
$475K
MFG
32
Merit Financial Group
Georgia
$463K
MML Investors Services
33
MML Investors Services
Massachusetts
$437K
KFS
34
Kelly Financial Services
Massachusetts
$388K
EAM
35
Empirical Asset Management
Massachusetts
$342K
GFPC
36
Global Financial Private Client
Florida
$341K
Morgan Stanley
37
Morgan Stanley
New York
$331K
SWP
38
Stratos Wealth Partners
Ohio
$331K
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$318K
PAG
40
Private Advisor Group
New Jersey
$307K
NL
41
NWAM LLC
Washington
$287K
RFS
42
Richardson Financial Services
Massachusetts
$282K
MCA
43
MSH Capital Advisors
Arizona
$281K
Osaic Holdings
44
Osaic Holdings
Arizona
$216K
FSA
45
Financial Sense Advisors
California
$211K
TCM
46
Triumph Capital Management
Colorado
$201K
OE
47
October Effect
Virginia
$201K
SPIA
48
Steward Partners Investment Advisory
New York
$138K
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$125K
Wells Fargo
50
Wells Fargo
California
$91.8K