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SPDR SSGA Fixed Income Sector Rotation ETF

73 hedge funds and large institutions have $435M invested in SPDR SSGA Fixed Income Sector Rotation ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
0.98%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
10
Increased
49
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$109M +$27M +1,045,887 +33%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$90.5M +$26.5M +1,023,979 +41%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$60.8M +$16M +621,021 +36%
APC
4
Aspire Private Capital
North Carolina
$22M +$1.91M +74,050 +10%
NA
5
NewEdge Advisors
Louisiana
$21.4M +$2.74M +106,221 +15%
HWP
6
Hibernia Wealth Partners
Louisiana
$17.9M +$8.69M +336,131 +94%
APW
7
Austin Private Wealth
Texas
$16.8M +$10.1M +391,136 +150%
PAS
8
Park Avenue Securities
New York
$13.4M +$3.73M +144,479 +39%
RCM
9
Raleigh Capital Management
North Carolina
$11.7M +$1.47M +56,720 +14%
LWMI
10
Landmark Wealth Management (Illinois)
Illinois
$11.5M +$4.65M +179,873 +68%
HighTower Advisors
11
HighTower Advisors
Illinois
$8.38M +$1.52M +58,929 +22%
AWM
12
Axxcess Wealth Management
California
$5.86M +$734K +28,397 +14%
SAW
13
Signal Advisors Wealth
Michigan
$5.62M +$3.02M +116,745 +116%
AWM
14
AE Wealth Management
Kansas
$3.47M +$740K +28,652 +27%
NA
15
Novus Advisors
South Carolina
$3.45M +$660K +25,557 +24%
CW
16
CreativeOne Wealth
Kansas
$3.19M +$1.34M +51,781 +72%
HI
17
Harbour Investments
Wisconsin
$2.92M +$1.21M +46,914 +71%
BWP
18
Balboa Wealth Partners
Arizona
$2.35M +$285K +11,019 +14%
LFG
19
Lockerman Financial Group
California
$2.18M +$406K +15,719 +23%
IPWA
20
International Private Wealth Advisors
California
$1.94M +$454K +17,558 +30%
ATC
21
Argent Trust Co
Tennessee
$1.57M -$32.7K -1,267 -2%
IWM
22
Iams Wealth Management
Nebraska
$1.48M +$428K +16,569 +41%
OWA
23
Outlook Wealth Advisors
Texas
$1.3M +$900K +34,822 +227%
GM
24
GeoWealth Management
Illinois
$1.25M +$272K +10,545 +28%
GFPC
25
Global Financial Private Client
Florida
$1.04M +$309K +11,957 +42%