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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 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

69% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 16

80% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 45

Holders
64
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
$51.5M
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$46.3M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.6M
NA
4
NewEdge Advisors
Louisiana
$18.7M
APC
5
Aspire Private Capital
North Carolina
$15.9M
HWP
6
Hibernia Wealth Partners
Louisiana
$9.15M
RCM
7
Raleigh Capital Management
North Carolina
$9.05M
HighTower Advisors
8
HighTower Advisors
Illinois
$7.08M
PAS
9
Park Avenue Securities
New York
$6.22M
APW
10
Austin Private Wealth
Texas
$6.19M
LWMI
11
Landmark Wealth Management (Illinois)
Illinois
$3.43M
AWM
12
Axxcess Wealth Management
California
$3.01M
Citadel Advisors
13
Citadel Advisors
Florida
$1.94M
SA
14
Sanctuary Advisors
Indiana
$1.93M
AWM
15
AE Wealth Management
Kansas
$1.8M
NA
16
Novus Advisors
South Carolina
$1.58M
ATC
17
Argent Trust Co
Tennessee
$1.56M
Raymond James Financial
18
Raymond James Financial
Florida
$1.45M
IPWA
19
International Private Wealth Advisors
California
$1.36M
BWP
20
Balboa Wealth Partners
Arizona
$1.27M
HI
21
Harbour Investments
Wisconsin
$1.25M
LFG
22
Lockerman Financial Group
California
$1.22M
SAW
23
Signal Advisors Wealth
Michigan
$1.2M
CW
24
CreativeOne Wealth
Kansas
$1.09M
IWM
25
Iams Wealth Management
Nebraska
$770K