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State Street Fixed Income Sector Rotation ETF

75 hedge funds and large institutions have $440M invested in State Street Fixed Income Sector Rotation ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$109M
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$90.5M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$60.8M
APC
4
Aspire Private Capital
North Carolina
$22M
NA
5
NewEdge Advisors
Louisiana
$21.4M
HWP
6
Hibernia Wealth Partners
Louisiana
$17.9M
APW
7
Austin Private Wealth
Texas
$16.8M
PAS
8
Park Avenue Securities
New York
$13.4M
RCM
9
Raleigh Capital Management
North Carolina
$11.7M
LWMI
10
Landmark Wealth Management (Illinois)
Illinois
$11.5M
HighTower Advisors
11
HighTower Advisors
Illinois
$8.38M
AWM
12
Axxcess Wealth Management
California
$5.86M
SAW
13
Signal Advisors Wealth
Michigan
$5.62M
SA
14
Sanctuary Advisors
Indiana
$4.62M
AWM
15
AE Wealth Management
Kansas
$3.47M
NA
16
Novus Advisors
South Carolina
$3.45M
CW
17
CreativeOne Wealth
Kansas
$3.19M
HI
18
Harbour Investments
Wisconsin
$2.92M
BWP
19
Balboa Wealth Partners
Arizona
$2.35M
LFG
20
Lockerman Financial Group
California
$2.18M
IPWA
21
International Private Wealth Advisors
California
$1.94M
ATC
22
Argent Trust Co
Tennessee
$1.57M
IWM
23
Iams Wealth Management
Nebraska
$1.48M
OWA
24
Outlook Wealth Advisors
Texas
$1.3M
GM
25
GeoWealth Management
Illinois
$1.25M