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State Street Fixed Income Sector Rotation ETF

79 hedge funds and large institutions have $470M invested in State Street Fixed Income Sector Rotation ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 14

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

31% more capital invested

Capital invested by funds: $359M → $470M (+$111M)

3.45% more ownership

Funds ownership: 99.86%103.31% (+3.4%)

1% more funds holding

Funds holding: 7879 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
0.97%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
10
Increased
47
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$112M +$28.9M +1,112,925 +34%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$95.7M +$27.9M +1,075,433 +41%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$75.1M +$27.8M +1,071,102 +58%
APC
4
Aspire Private Capital
North Carolina
$23.1M +$2.34M +90,299 +11%
NA
5
NewEdge Advisors
Louisiana
$21.9M +$1.5M +57,734 +7%
HWP
6
Hibernia Wealth Partners
Louisiana
$19.5M +$868K +33,483 +5%
Cerity Partners
7
Cerity Partners
New York
$15.9M +$16.1M +619,792 New
RCM
8
Raleigh Capital Management
North Carolina
$13.3M +$1.96M +75,675 +17%
PAS
9
Park Avenue Securities
New York
$12.1M +$2.63M +101,260 +28%
HighTower Advisors
10
HighTower Advisors
Illinois
$11M +$1.5M +57,915 +16%
LWMI
11
Landmark Wealth Management (Illinois)
Illinois
$9.84M +$2.18M +84,129 +28%
AWM
12
Axxcess Wealth Management
California
$4.59M +$825K +31,836 +22%
Raymond James Financial
13
Raymond James Financial
Florida
$4.13M +$531K +20,499 +15%
SAW
14
Signal Advisors Wealth
Michigan
$3.76M +$1.35M +51,955 +55%
MML Investors Services
15
MML Investors Services
Massachusetts
$3.6M +$1.09M +42,005 +43%
AWM
16
AE Wealth Management
Kansas
$3.44M +$849K +32,743 +32%
NA
17
Novus Advisors
South Carolina
$3.22M +$708K +27,324 +28%
HI
18
Harbour Investments
Wisconsin
$3.12M +$1.15M +44,328 +58%
LFG
19
Lockerman Financial Group
California
$2.66M +$825K +31,827 +44%
CW
20
CreativeOne Wealth
Kansas
$2.58M +$703K +27,098 +37%
PS
21
Principal Securities
Iowa
$2.44M +$1.88M +72,372 +324%
LWPC
22
Legacy Wealth Partners (Colorado)
Colorado
$2.38M +$730K +28,141 +44%
BWP
23
Balboa Wealth Partners
Arizona
$2.32M +$474K +18,294 +25%
IPWA
24
International Private Wealth Advisors
California
$2.18M +$356K +13,731 +19%
SA
25
Sanctuary Advisors
Indiana
$1.52M -$1.21M -46,606 -44%