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State Street Fixed Income Sector Rotation ETF

78 hedge funds and large institutions have $358M invested in State Street Fixed Income Sector Rotation ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
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
$84.1M
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$68.6M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$47.9M
APC
4
Aspire Private Capital
North Carolina
$20.9M
NA
5
NewEdge Advisors
Louisiana
$20.6M
HWP
6
Hibernia Wealth Partners
Louisiana
$18.8M
APW
7
Austin Private Wealth
Texas
$11.6M
RCM
8
Raleigh Capital Management
North Carolina
$11.5M
HighTower Advisors
9
HighTower Advisors
Illinois
$9.56M
PAS
10
Park Avenue Securities
New York
$9.52M
LWMI
11
Landmark Wealth Management (Illinois)
Illinois
$7.74M
AWM
12
Axxcess Wealth Management
California
$3.8M
Raymond James Financial
13
Raymond James Financial
Florida
$3.63M
SA
14
Sanctuary Advisors
Indiana
$2.74M
AWM
15
AE Wealth Management
Kansas
$2.62M
MML Investors Services
16
MML Investors Services
Massachusetts
$2.54M
NA
17
Novus Advisors
South Carolina
$2.53M
SAW
18
Signal Advisors Wealth
Michigan
$2.44M
HI
19
Harbour Investments
Wisconsin
$2M
CW
20
CreativeOne Wealth
Kansas
$1.9M
BWP
21
Balboa Wealth Partners
Arizona
$1.87M
LFG
22
Lockerman Financial Group
California
$1.86M
IPWA
23
International Private Wealth Advisors
California
$1.84M
LWPC
24
Legacy Wealth Partners (Colorado)
Colorado
$1.67M
ATC
25
Argent Trust Co
Tennessee
$1.4M