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SPDR SSGA US Sector Rotation ETF
XLSR

Overview Fund Activity

54 hedge funds and large institutions have $167M invested in SPDR SSGA US Sector Rotation ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
25
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFO
1
Capitol Family Office
Oregon
$14.2M
2
LPL Financial
2
LPL Financial
California
$55.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.9M
4
AWM
4
Axxcess Wealth Management
California
$2.35M
5
PAS
5
Park Avenue Securities
New York
$10.9M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$8.28M
2
CW
2
CreativeOne Wealth
Kansas
$3.25M
3
SPC
3
Sigma Planning Corp
Michigan
$561K
4
CAAS
4
Capital Asset Advisory Services
Michigan
$871K
5
RCM
5
Raleigh Capital Management
North Carolina
$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$561K -$774K -20,303 -58%
CP
27
Castleview Partners
Texas
$516K +$321K +11,843 +165%
RA
28
RFG Advisory
Alabama
$511K +$74.3K +1,802 +17%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$423K +$90K +2,363 +27%
PFA
30
Professional Financial Advisors
Nebraska
$405K -$22.6K -594 -5%
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$390K +$9.18K +241 +2%
GFPC
32
Global Financial Private Client
Florida
$346K +$257K +6,685 +290%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$333K +$1.26K +33 +0.4%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$325K +$325K +8,540 New
RCAG
35
Rehmann Capital Advisory Group
Michigan
$324K – – –
Citadel Advisors
36
Citadel Advisors
Florida
$306K +$306K +8,036 New
AWS
37
Atria Wealth Solutions
New York
$300K +$300K +7,874 New
Creative Planning
38
Creative Planning
Kansas
$251K +$54.8K +1,437 +28%
MWM
39
Maripau Wealth Management
Indiana
$242K -$91K -2,216 -27%
UWM
40
USAdvisors Wealth Management
Minnesota
$231K +$800 +21 +0.3%
FPCP
41
Fort Point Capital Partners
California
$226K +$21K +550 +10%
GIA
42
Gladstone Institutional Advisory
Florida
$218K -$45.9K -1,208 -17%
HI
43
Harbour Investments
Wisconsin
$198K +$198K +5,198 New
Morgan Stanley
44
Morgan Stanley
New York
$104K – – –
CT
45
Cambridge Trust
Massachusetts
$94K -$12K -315 -11%
CWP
46
Concord Wealth Partners
Virginia
$89K +$89K +2,342 New
TCWM
47
Total Clarity Wealth Management
Illinois
$70K +$70K +1,851 New
CA
48
CoreCap Advisors
Michigan
$29K +$29K +750 New
ZIG
49
Zullo Investment Group
Pennsylvania
$26K +$387 +10 +2%
TCM
50
Triumph Capital Management
Colorado
$22K +$22K +30,000 New
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