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State Street Fixed Income Sector Rotation ETF

80 hedge funds and large institutions have $452M invested in State Street Fixed Income Sector Rotation ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
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
$112M
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$95.7M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$75.1M
APC
4
Aspire Private Capital
North Carolina
$23.1M
HWP
5
Hibernia Wealth Partners
Louisiana
$19.5M
Cerity Partners
6
Cerity Partners
New York
$15.9M
RCM
7
Raleigh Capital Management
North Carolina
$13.3M
PAS
8
Park Avenue Securities
New York
$12.1M
HighTower Advisors
9
HighTower Advisors
Illinois
$11M
LWMI
10
Landmark Wealth Management (Illinois)
Illinois
$9.84M
NA
11
NewEdge Advisors
Louisiana
$4.63M
AWM
12
Axxcess Wealth Management
California
$4.59M
Raymond James Financial
13
Raymond James Financial
Florida
$4.13M
SAW
14
Signal Advisors Wealth
Michigan
$3.76M
MML Investors Services
15
MML Investors Services
Massachusetts
$3.6M
AWM
16
AE Wealth Management
Kansas
$3.44M
NA
17
Novus Advisors
South Carolina
$3.22M
HI
18
Harbour Investments
Wisconsin
$3.12M
LFG
19
Lockerman Financial Group
California
$2.66M
CW
20
CreativeOne Wealth
Kansas
$2.58M
PS
21
Principal Securities
Iowa
$2.44M
LWPC
22
Legacy Wealth Partners (Colorado)
Colorado
$2.38M
BWP
23
Balboa Wealth Partners
Arizona
$2.32M
IPWA
24
International Private Wealth Advisors
California
$2.18M
SA
25
Sanctuary Advisors
Indiana
$1.52M