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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
OWA
51
Outlook Wealth Advisors
Texas
$223K +$224K +8,608 New
FI
52
FWG Investments
Kentucky
$222K +$223K +8,565 New
Osaic Holdings
53
Osaic Holdings
Arizona
$219K +$3.99K +153 +2%
OE
54
October Effect
Virginia
$207K +$6.75K +259 +3%
MWM
55
Maripau Wealth Management
Indiana
$206K +$207K +7,953 New
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$164K +$39.6K +1,518 +32%
TCM
57
Triumph Capital Management
Colorado
$164K -$36.6K -1,404 -18%
KAS
58
Kestra Advisory Services
Texas
$140K +$140K +5,386 New
GRP
59
Global Retirement Partners
California
$94.8K +$32.1K +1,233 +51%
Bank of America
60
Bank of America
North Carolina
$86.3K +$86.8K +3,329 New
Wells Fargo
61
Wells Fargo
California
$80.3K -$11K -423 -12%
RWPA
62
Richard W. Paul & Associates
Michigan
$63.2K +$54.8K +2,101 +623%
FFA
63
Farther Finance Advisors
California
$36K +$22.3K +856 +160%
PTC
64
Private Trust Company
Ohio
$33.7K +$17.5K +673 +107%
RFS
65
Richardson Financial Services
Massachusetts
$29.3K -$63.3K -2,426 -52%
SAM
66
Smartleaf Asset Management
Massachusetts
$19.3K +$19.4K +743 New
AF
67
Allworth Financial
California
$15.9K -$93.7K -3,594 -85%
Q1WB
68
Quest 10 Wealth Builders
Virginia
$8.01K +$1.9K +73 +31%
C
69
Covestor
United Kingdom
$6K +$4.43K +170 +370%
FHA
70
Flagship Harbor Advisors
Massachusetts
$4.41K +$4.43K +170 New
KFG
71
Kingdom Financial Group
Arizona
$4.22K +$4.25K +163 New
EWM
72
Evolution Wealth Management
Florida
$2.2K +$1.59K +61 +254%
RF
73
Rossby Financial
Florida
$1.97K +$1.98K +76 New
RFG
74
REAP Financial Group
Texas
$1.68K
FFA
75
Frazier Financial Advisors
Ohio
$1.6K +$26 +1 +2%