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SPDR SSGA US Sector Rotation ETF
XLSR

Overview Fund Activity

67 hedge funds and large institutions have $260M invested in SPDR SSGA US Sector Rotation ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
36
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$53.4M
2
LPL Financial
2
LPL Financial
California
$86.2M
3
HI
3
Harbour Investments
Wisconsin
$5.39M
4
FIA
4
Foundations Investment Advisors
Arizona
$4.23M
5
AWM
5
AE Wealth Management
Kansas
$13.9M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$0
2
AWS
2
Atria Wealth Solutions
New York
$1.01M
3
APC
3
Aspire Private Capital
North Carolina
$14.3M
4
CW
4
CreativeOne Wealth
Kansas
$2.65M
5
CRI
5
Colonial River Investments
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
26
Apella Capital
Connecticut
$1.26M +$1.26M +29,056 New
ATC
27
Argent Trust Co
Tennessee
$1.13M +$1.13M +26,176 New
BWP
28
Balboa Wealth Partners
Arizona
$1.1M +$174K +4,015 +19%
GFPC
29
Global Financial Private Client
Florida
$1.01M +$83.1K +1,915 +9%
AWS
30
Atria Wealth Solutions
New York
$1.01M -$587K -13,543 -37%
WFAG
31
Worth Financial Advisory Group
North Carolina
$999K +$31.3K +721 +3%
RWPA
32
Richard W. Paul & Associates
Michigan
$964K -$78.4K -1,807 -8%
IWC
33
Integrated Wealth Concepts
Massachusetts
$918K +$67.3K +1,552 +8%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$765K +$435K +10,043 +132%
CA
35
Cetera Advisors
Colorado
$739K +$739K +17,043 New
ACP
36
Aveo Capital Partners
Colorado
$580K +$32.1K +740 +6%
SWM
37
Silverlake Wealth Management
Vermont
$574K -$15.1K -348 -3%
AFG
38
Atomi Financial Group
New York
$565K +$52.7K +1,216 +10%
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$565K +$60.4K +1,393 +12%
SOS
40
Silver Oak Securities
Tennessee
$520K +$520K +12,000 New
FIM
41
Freedom Investment Management
Connecticut
$487K +$487K +11,240 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$408K +$408K +9,401 New
SPAS
43
Spectrum Planning & Advisory Services
California
$355K +$355K +8,195 New
CAN
44
Cetera Advisor Networks
California
$343K +$30.1K +695 +10%
LFG
45
Lockerman Financial Group
California
$331K +$49.7K +1,147 +18%
PFA
46
Professional Financial Advisors
Nebraska
$324K -$162K -3,734 -33%
Truist Financial
47
Truist Financial
North Carolina
$324K +$434 +10 +0.1%
CP
48
Castleview Partners
Texas
$309K +$39.8K +919 +15%
ACM
49
Absolute Capital Management
Pennsylvania
$307K +$35.3K +813 +13%
MWM
50
Maripau Wealth Management
Indiana
$294K +$6.76K +156 +2%
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