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State Street Fixed Income Sector Rotation ETF

78 hedge funds and large institutions have $359M invested in State Street Fixed Income Sector Rotation ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

370% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 10

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

50% more capital invested

Capital invested by funds: $239M → $359M (+$120M)

22% more funds holding

Funds holding: 6478 (+14)

4.14% more ownership

Funds ownership: 95.72%99.86% (+4.1%)

Holders
78
Holders Change
+14
Holders Change %
+21.88%
% of All Funds
0.95%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
18
Increased
47
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
26
Valtinson Bruner Financial Planning
Minnesota
$1.32M +$826K +31,680 +166%
IWM
27
Iams Wealth Management
Nebraska
$1.07M +$304K +11,659 +39%
TVM
28
True Vision MN
Minnesota
$923K +$239K +9,152 +35%
GM
29
GeoWealth Management
Illinois
$751K +$234K +8,986 +45%
VAG
30
VisionPoint Advisory Group
Texas
$653K +$36.2K +1,388 +6%
Citadel Advisors
31
Citadel Advisors
Florida
$600K -$1.33M -51,141 -69%
PS
32
Principal Securities
Iowa
$578K +$549K +21,064 +1,693%
GFPC
33
Global Financial Private Client
Florida
$564K +$226K +8,681 +66%
WF
34
WealthPoint Financial
North Carolina
$545K +$549K +21,049 New
QWM
35
Quadcap Wealth Management
Texas
$516K -$28.2K -1,083 -5%
CFD
36
Creative Financial Designs
Indiana
$493K +$20.8K +796 +4%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$454K -$18.3K -703 -4%
PAG
38
Private Advisor Group
New Jersey
$447K +$143K +5,478 +47%
IAA
39
Independent Advisor Alliance
North Carolina
$425K +$428K +16,410 New
WIA
40
World Investment Advisors
California
$401K +$403K +15,466 New
FA
41
FSA Advisors
Michigan
$396K +$398K +15,268 New
Morgan Stanley
42
Morgan Stanley
New York
$390K +$60.4K +2,317 +18%
WFAG
43
Worth Financial Advisory Group
North Carolina
$364K +$367K +14,062 New
KFS
44
Kelly Financial Services
Massachusetts
$359K -$26.8K -1,026 -7%
SWP
45
Stratos Wealth Partners
Ohio
$338K +$8.86K +340 +3%
NL
46
NWAM LLC
Washington
$283K
MCA
47
MSH Capital Advisors
Arizona
$279K
EAM
48
Empirical Asset Management
Massachusetts
$275K -$65K -2,495 -19%
ACM
49
Absolute Capital Management
Pennsylvania
$275K +$276K +10,603 New
FSA
50
Financial Sense Advisors
California
$235K +$25.3K +971 +12%