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SPDR SSGA Fixed Income Sector Rotation ETF

55 hedge funds and large institutions have $205M invested in SPDR SSGA Fixed Income Sector Rotation ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+16
Holders Change %
+41.03%
% of All Funds
0.81%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
20
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$47.2M +$5.61M +215,721 +13%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$33.2M +$723K +27,792 +2%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$22.7M +$6.64M +255,159 +41%
APC
4
Aspire Private Capital
North Carolina
$20.3M -$1.39M -53,403 -6%
AWM
5
AE Wealth Management
Kansas
$14.3M +$5.96M +232,205 +71%
HWP
6
Hibernia Wealth Partners
Louisiana
$8.8M +$8.8M +338,267 New
PAS
7
Park Avenue Securities
New York
$6.46M +$505K +19,420 +8%
GM
8
GeoWealth Management
Illinois
$6.05M +$945K +36,340 +19%
RCM
9
Raleigh Capital Management
North Carolina
$5.9M -$26.8K -1,031 -0.5%
HighTower Advisors
10
HighTower Advisors
Illinois
$5.18M +$389K +14,955 +8%
AWM
11
Axxcess Wealth Management
California
$4.84M -$242K -9,305 -5%
KFS
12
Kelly Financial Services
Massachusetts
$3.25M -$291K -11,186 -8%
NA
13
NewEdge Advisors
Louisiana
$2.86M -$123K -4,781 -4%
CA
14
Cetera Advisors
Colorado
$1.97M -$292K -11,232 -13%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.95M -$1.39M -53,372 -42%
GLA
16
Good Life Advisors
Pennsylvania
$1.93M -$93.1K -3,577 -5%
ATC
17
Argent Trust Co
Tennessee
$1.81M -$222K -8,525 -11%
IPWA
18
International Private Wealth Advisors
California
$1.64M +$1.64M +63,007 New
BWP
19
Balboa Wealth Partners
Arizona
$1.38M +$56K +2,151 +4%
CW
20
CreativeOne Wealth
Kansas
$1.11M -$38.4K -1,478 -3%
HI
21
Harbour Investments
Wisconsin
$1.03M +$135K +5,175 +15%
Jane Street
22
Jane Street
New York
$962K +$482K +18,523 +100%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$919K -$46.9K -1,802 -5%
WCFA
24
Walkner Condon Financial Advisors
Wisconsin
$885K +$885K +34,011 New
Citadel Advisors
25
Citadel Advisors
Florida
$679K +$679K +26,083 New