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SPDR SSGA US Sector Rotation ETF
XLSR

Overview Fund Activity

62 hedge funds and large institutions have $203M invested in SPDR SSGA US Sector Rotation ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
31
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$39.4M
2
OWA
Outlook Wealth Advisors
Texas
$1.88M
3
LIG
Lokken Investment Group
Delaware
$1.49M
4
AWM
AE Wealth Management
Kansas
$11.2M
5
APC
Aspire Private Capital
North Carolina
$13.8M

Top Sellers

1
MPW
MGO Private Wealth
California
$0
2
LPL Financial
LPL Financial
California
$69.7M
3
DAS
Dynamic Advisor Solutions
Arizona
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
RA
RFG Advisory
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
26
Global Financial Private Client
Florida
$863K +$139K +3,438 +19%
BWP
27
Balboa Wealth Partners
Arizona
$854K -$24.3K -606 -3%
IWC
28
Integrated Wealth Concepts
Massachusetts
$788K +$331K +8,248 +72%
SWM
29
Silverlake Wealth Management
Vermont
$546K +$201 +5 +0%
PFA
30
Professional Financial Advisors
Nebraska
$508K +$86.1K +1,901 +20%
ACP
31
Aveo Capital Partners
Colorado
$507K +$69.1K +1,721 +16%
AFG
32
Atomi Financial Group
New York
$475K +$475K +11,826 New
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$467K +$60.4K +1,505 +15%
CRI
34
Colonial River Investments
Virginia
$438K +$2.37K +59 +0.5%
RCAG
35
Rehmann Capital Advisory Group
Michigan
$341K – – –
CAAS
36
Capital Asset Advisory Services
Michigan
$322K -$278K -6,924 -46%
Truist Financial
37
Truist Financial
North Carolina
$300K +$300K +7,463 New
CAN
38
Cetera Advisor Networks
California
$290K -$59.9K -1,492 -17%
MWM
39
Maripau Wealth Management
Indiana
$266K +$25.6K +638 +11%
Creative Planning
40
Creative Planning
Kansas
$264K +$1.16K +29 +0.4%
LFG
41
Lockerman Financial Group
California
$260K +$260K +6,481 New
FTUS
42
Flow Traders U.S.
New York
$256K +$256K +6,386 New
ACM
43
Absolute Capital Management
Pennsylvania
$252K +$36.6K +912 +17%
CP
44
Castleview Partners
Texas
$250K -$4.98K -124 -2%
UWM
45
USAdvisors Wealth Management
Minnesota
$247K +$682 +17 +0.3%
FPCP
46
Fort Point Capital Partners
California
$246K – – –
HI
47
Harbour Investments
Wisconsin
$245K +$9.84K +245 +4%
Citadel Advisors
48
Citadel Advisors
Florida
$227K +$227K +5,644 New
LA
49
Lifeworks Advisors
Michigan
$219K +$219K +5,450 New
CCG
50
Capital CS Group
California
$207K +$207K +5,166 New
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