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SPDR SSGA Fixed Income Sector Rotation ETF

54 hedge funds and large institutions have $218M invested in SPDR SSGA Fixed Income Sector Rotation ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
0.78%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
5
Increased
32
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$58.8M +$12.3M +480,017 +26%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$34.6M +$1.87M +72,912 +6%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$28.8M +$6.42M +250,436 +29%
APC
4
Aspire Private Capital
North Carolina
$21M +$1.03M +40,074 +5%
HWP
5
Hibernia Wealth Partners
Louisiana
$8.73M +$57.2K +2,231 +0.7%
GM
6
GeoWealth Management
Illinois
$7.4M +$1.44M +56,209 +24%
PAS
7
Park Avenue Securities
New York
$6.89M +$528K +20,605 +8%
RCM
8
Raleigh Capital Management
North Carolina
$6.44M +$635K +24,759 +11%
HighTower Advisors
9
HighTower Advisors
Illinois
$5.75M +$640K +24,954 +13%
AWM
10
Axxcess Wealth Management
California
$5.56M +$791K +30,871 +17%
NA
11
NewEdge Advisors
Louisiana
$3.44M +$597K +23,274 +21%
KFS
12
Kelly Financial Services
Massachusetts
$3.15M -$54.6K -2,130 -2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$2.26M +$1.35M +52,775 +149%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.05M +$124K +4,846 +6%
GLA
15
Good Life Advisors
Pennsylvania
$1.88M -$19.1K -746 -1%
BWP
16
Balboa Wealth Partners
Arizona
$1.83M +$464K +18,088 +34%
ATC
17
Argent Trust Co
Tennessee
$1.65M -$133K -5,177 -7%
AWM
18
AE Wealth Management
Kansas
$1.5M -$12.8M -499,439 -89%
CW
19
CreativeOne Wealth
Kansas
$1.36M +$262K +10,227 +24%
WCFA
20
Walkner Condon Financial Advisors
Wisconsin
$1.22M +$351K +13,689 +40%
CA
21
Cetera Advisors
Colorado
$1.22M -$719K -28,062 -37%
HI
22
Harbour Investments
Wisconsin
$1.14M +$119K +4,641 +12%
AWS
23
Atria Wealth Solutions
New York
$1.07M +$452K +17,637 +73%
IPWA
24
International Private Wealth Advisors
California
$761K -$854K -33,306 -53%
MFG
25
Merit Financial Group
Georgia
$710K +$224K +8,905 +46%