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State Street Fixed Income Sector Rotation ETF

78 hedge funds and large institutions have $359M 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

370% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 10

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

50% more capital invested

Capital invested by funds: $239M → $359M (+$120M)

22% more funds holding

Funds holding: 6478 (+14)

4.14% more ownership

Funds ownership: 95.72%99.86% (+4.1%)

Holders
78
Holders Change
+14
Holders Change %
+21.88%
% of All Funds
0.95%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
18
Increased
47
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$84.1M +$33.1M +1,267,951 +64%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$68.6M +$22.7M +869,191 +49%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$47.9M +$13.6M +520,640 +39%
APC
4
Aspire Private Capital
North Carolina
$20.9M +$5.06M +194,253 +32%
NA
5
NewEdge Advisors
Louisiana
$20.6M +$2M +76,636 +11%
HWP
6
Hibernia Wealth Partners
Louisiana
$18.8M +$9.76M +374,295 +107%
APW
7
Austin Private Wealth
Texas
$11.6M +$5.5M +211,101 +89%
RCM
8
Raleigh Capital Management
North Carolina
$11.5M +$2.5M +96,022 +28%
HighTower Advisors
9
HighTower Advisors
Illinois
$9.56M +$2.54M +97,349 +36%
PAS
10
Park Avenue Securities
New York
$9.52M +$3.36M +128,771 +54%
LWMI
11
Landmark Wealth Management (Illinois)
Illinois
$7.74M +$4.35M +166,990 +127%
AWM
12
Axxcess Wealth Management
California
$3.8M +$810K +31,066 +27%
Raymond James Financial
13
Raymond James Financial
Florida
$3.63M +$2.2M +84,562 +152%
SA
14
Sanctuary Advisors
Indiana
$2.74M +$820K +31,445 +42%
AWM
15
AE Wealth Management
Kansas
$2.62M +$834K +31,986 +46%
MML Investors Services
16
MML Investors Services
Massachusetts
$2.54M +$2.12M +81,308 +485%
NA
17
Novus Advisors
South Carolina
$2.53M +$972K +37,300 +62%
SAW
18
Signal Advisors Wealth
Michigan
$2.44M +$1.25M +48,107 +104%
HI
19
Harbour Investments
Wisconsin
$2M +$753K +28,879 +60%
CW
20
CreativeOne Wealth
Kansas
$1.9M +$819K +31,420 +75%
BWP
21
Balboa Wealth Partners
Arizona
$1.87M +$613K +23,499 +48%
LFG
22
Lockerman Financial Group
California
$1.86M +$645K +24,745 +53%
IPWA
23
International Private Wealth Advisors
California
$1.84M +$494K +18,929 +36%
LWPC
24
Legacy Wealth Partners (Colorado)
Colorado
$1.67M +$1.68M +64,397 New
ATC
25
Argent Trust Co
Tennessee
$1.4M -$156K -5,968 -10%