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SPDR SSGA US Sector Rotation ETF
XLSR

Overview Fund Activity

59 hedge funds and large institutions have $187M invested in SPDR SSGA US Sector Rotation ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
29
Reduced
12
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$70.3M
2
AWM
2
AE Wealth Management
Kansas
$9.51M
3
MPW
3
MGO Private Wealth
California
$3.77M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$33M
5
GM
5
GeoWealth Management
Illinois
$7.46M

Top Sellers

1
CFO
1
Capitol Family Office
Oregon
$0
2
FCAG
2
First Capital Advisors Group
New Jersey
$0
3
SIA
3
SkyView Investment Advisors
New Jersey
$0
4
FFWM
4
Future Financial Wealth Management
Ohio
$0
5
FFN
5
Focus Financial Network
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
26
Global Financial Private Client
Florida
$698K +$208K +5,339 +42%
WFAG
27
Worth Financial Advisory Group
North Carolina
$678K +$678K +17,437 New
CAAS
28
Capital Asset Advisory Services
Michigan
$581K -$57.5K -1,477 -9%
SWM
29
Silverlake Wealth Management
Vermont
$529K -$96.5K -2,481 -15%
IWC
30
Integrated Wealth Concepts
Massachusetts
$443K +$443K +11,383 New
ACP
31
Aveo Capital Partners
Colorado
$425K +$425K +10,910 New
CRI
32
Colonial River Investments
Virginia
$422K +$52K +1,336 +14%
PAG
33
Private Advisor Group
New Jersey
$406K +$153K +17,328 +60%
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$394K -$4.05K -104 -1%
PFA
35
Professional Financial Advisors
Nebraska
$362K -$13K -334 -3%
RA
36
RFG Advisory
Alabama
$349K -$119K -2,903 -25%
CAN
37
Cetera Advisor Networks
California
$339K +$339K +8,709 New
RCAG
38
Rehmann Capital Advisory Group
Michigan
$331K – – –
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$295K +$1.05K +27 +0.4%
Creative Planning
40
Creative Planning
Kansas
$254K -$3.89K -100 -2%
CP
41
Castleview Partners
Texas
$247K +$36.6K +941 +17%
UWM
42
USAdvisors Wealth Management
Minnesota
$239K +$896 +23 +0.4%
FPCP
43
Fort Point Capital Partners
California
$238K – – –
MWM
44
Maripau Wealth Management
Indiana
$235K +$15.3K +391 +7%
HI
45
Harbour Investments
Wisconsin
$227K +$25.2K +648 +12%
ACM
46
Absolute Capital Management
Pennsylvania
$209K +$4.63K +119 +2%
CT
47
Cambridge Trust
Massachusetts
$96K – – –
TCM
48
TD Capital Management
Tennessee
$64.8K +$234 +6 +0.4%
Morgan Stanley
49
Morgan Stanley
New York
$58.8K +$4.63K +119 +9%
NA
50
NewEdge Advisors
Louisiana
$35.2K +$9.5K +12,024 +37%
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