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SPDR SSGA US Sector Rotation ETF
XLSR

Overview Fund Activity

69 hedge funds and large institutions have $281M invested in SPDR SSGA US Sector Rotation ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
33
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$90.3M
2
NA
2
NewEdge Advisors
Louisiana
$6.32M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.95M
4
CA
4
Cetera Advisors
Colorado
$2.8M
5
PAG
5
Private Advisor Group
New Jersey
$2.91M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$41M
2
APC
2
Aspire Private Capital
North Carolina
$12.6M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$0
4
T
4
TRUADVICE
Florida
$1.41M
5
KAS
5
Kestra Advisory Services
Texas
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
26
Kelly Financial Services
Massachusetts
$1.49M +$36.3K +880 +3%
T
27
TRUADVICE
Florida
$1.41M -$860K -20,305 -38%
CCG
28
Capital CS Group
California
$1.38M -$165K -3,999 -11%
AWS
29
Atria Wealth Solutions
New York
$1.24M +$283K +6,859 +29%
AC
30
Apella Capital
Connecticut
$1.2M +$743 +18 +0.1%
GFPC
31
Global Financial Private Client
Florida
$1.13M +$169K +4,084 +18%
WFAG
32
Worth Financial Advisory Group
North Carolina
$1.09M +$143K +3,455 +15%
BWP
33
Balboa Wealth Partners
Arizona
$1.02M -$27K -655 -3%
ATC
34
Argent Trust Co
Tennessee
$880K -$200K -4,849 -19%
RWPA
35
Richard W. Paul & Associates
Michigan
$746K -$171K -4,150 -19%
Citadel Advisors
36
Citadel Advisors
Florida
$657K +$657K +15,914 New
ACP
37
Aveo Capital Partners
Colorado
$550K -$1.57K -38 -0.3%
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$524K -$14K -340 -3%
SWM
39
Silverlake Wealth Management
Vermont
$505K -$41.8K -1,014 -8%
SOS
40
Silver Oak Securities
Tennessee
$495K – – –
AFG
41
Atomi Financial Group
New York
$489K -$48.9K -1,184 -9%
LFG
42
Lockerman Financial Group
California
$473K +$158K +3,836 +50%
FIM
43
Freedom Investment Management
Connecticut
$464K +$83 +2 +0%
SPAS
44
Spectrum Planning & Advisory Services
California
$338K – – –
CAN
45
Cetera Advisor Networks
California
$325K -$1.36K -33 -0.4%
ACM
46
Absolute Capital Management
Pennsylvania
$308K +$15.6K +377 +5%
Truist Financial
47
Truist Financial
North Carolina
$305K -$3.8K -92 -1%
MWM
48
Maripau Wealth Management
Indiana
$279K -$1.44K -35 -0.5%
CP
49
Castleview Partners
Texas
$278K -$16.6K -402 -6%
Creative Planning
50
Creative Planning
Kansas
$275K +$3.67K +89 +1%
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