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SPDR SSGA Fixed Income Sector Rotation ETF

61 hedge funds and large institutions have $243M invested in SPDR SSGA Fixed Income Sector Rotation ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
0.89%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
24
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$61.5M +$3.08M +121,179 +5%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$37.3M +$8.76M +344,558 +31%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.4M +$67.6K +2,658 +0.2%
APC
4
Aspire Private Capital
North Carolina
$20.8M -$86.8K -3,415 -0.4%
HWP
5
Hibernia Wealth Partners
Louisiana
$18.9M +$10.2M +401,104 +118%
PAS
6
Park Avenue Securities
New York
$7.29M +$449K +17,651 +7%
RCM
7
Raleigh Capital Management
North Carolina
$7.07M +$682K +26,814 +11%
HighTower Advisors
8
HighTower Advisors
Illinois
$5.73M +$18.4K +722 +0.3%
LWMI
9
Landmark Wealth Management (Illinois)
Illinois
$5.48M +$5.48M +215,363 New
AWM
10
Axxcess Wealth Management
California
$5.42M -$92.2K -3,625 -2%
NA
11
NewEdge Advisors
Louisiana
$4.75M +$1.34M +52,762 +39%
SA
12
Sanctuary Advisors
Indiana
$2.69M +$2.69M +107,660 New
KFS
13
Kelly Financial Services
Massachusetts
$2.67M -$457K -17,969 -15%
OWA
14
Outlook Wealth Advisors
Texas
$1.99M -$403K -2,567 -17%
GLA
15
Good Life Advisors
Pennsylvania
$1.82M -$43.8K -1,721 -2%
BWP
16
Balboa Wealth Partners
Arizona
$1.81M -$5.47K -215 -0.3%
GM
17
GeoWealth Management
Illinois
$1.77M -$5.58M -219,365 -76%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.71M -$532K -20,938 -24%
AWM
19
AE Wealth Management
Kansas
$1.71M +$215K +8,468 +14%
ATC
20
Argent Trust Co
Tennessee
$1.66M +$25.7K +1,009 +2%
HI
21
Harbour Investments
Wisconsin
$1.33M +$205K +8,072 +18%
CW
22
CreativeOne Wealth
Kansas
$1.21M -$139K -5,469 -10%
WCFA
23
Walkner Condon Financial Advisors
Wisconsin
$1.16M -$53.5K -2,102 -4%
IPWA
24
International Private Wealth Advisors
California
$955K +$199K +7,838 +26%
AWS
25
Atria Wealth Solutions
New York
$946K -$118K -4,622 -11%