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State Street Fixed Income Sector Rotation ETF

64 hedge funds and large institutions have $239M invested in State Street Fixed Income Sector Rotation ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.69% less ownership

Funds ownership: 102.41%95.72% (-6.7%)

16% less funds holding

Funds holding: 7664 (-12)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

46% less capital invested

Capital invested by funds: $440M → $239M (-$201M)

71% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 17

80% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 45

Holders
64
Holders Change
-12
Holders Change %
-15.79%
% of All Funds
0.84%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
5
Increased
9
Reduced
45
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$51.5M -$57.7M -2,234,916 -53%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$46.3M -$44.5M -1,723,491 -49%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.6M -$26.5M -1,025,455 -44%
NA
4
NewEdge Advisors
Louisiana
$18.7M -$2.84M -110,158 -13%
APC
5
Aspire Private Capital
North Carolina
$15.9M -$6.2M -240,344 -28%
HWP
6
Hibernia Wealth Partners
Louisiana
$9.15M -$8.8M -341,097 -49%
RCM
7
Raleigh Capital Management
North Carolina
$9.05M -$2.75M -106,518 -23%
HighTower Advisors
8
HighTower Advisors
Illinois
$7.08M -$1.36M -52,543 -16%
PAS
9
Park Avenue Securities
New York
$6.22M -$7.19M -278,643 -54%
APW
10
Austin Private Wealth
Texas
$6.19M -$10.7M -414,366 -64%
LWMI
11
Landmark Wealth Management (Illinois)
Illinois
$3.43M -$8.12M -314,554 -71%
AWM
12
Axxcess Wealth Management
California
$3.01M -$2.86M -111,010 -49%
Citadel Advisors
13
Citadel Advisors
Florida
$1.94M +$1.92M +74,306 New
SA
14
Sanctuary Advisors
Indiana
$1.93M -$2.7M -104,632 -59%
AWM
15
AE Wealth Management
Kansas
$1.8M -$1.68M -65,008 -48%
NA
16
Novus Advisors
South Carolina
$1.58M -$1.88M -73,039 -55%
ATC
17
Argent Trust Co
Tennessee
$1.56M -$27.5K -1,065 -2%
Raymond James Financial
18
Raymond James Financial
Florida
$1.45M +$1.03M +40,022 +258%
IPWA
19
International Private Wealth Advisors
California
$1.36M -$595K -23,068 -31%
BWP
20
Balboa Wealth Partners
Arizona
$1.27M -$1.09M -42,328 -47%
HI
21
Harbour Investments
Wisconsin
$1.25M -$1.68M -64,945 -57%
LFG
22
Lockerman Financial Group
California
$1.22M -$968K -37,516 -44%
SAW
23
Signal Advisors Wealth
Michigan
$1.2M -$4.42M -171,120 -79%
CW
24
CreativeOne Wealth
Kansas
$1.09M -$2.11M -81,784 -66%
IWM
25
Iams Wealth Management
Nebraska
$770K -$712K -27,590 -48%