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SPDR SSGA US Sector Rotation ETF
XLSR

Overview Fund Activity

83 hedge funds and large institutions have $408M invested in SPDR SSGA US Sector Rotation ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+14
Holders Change %
+20.29%
% of All Funds
1.22%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
18
Increased
32
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$149M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$36.4M
3
HWP
Hibernia Wealth Partners
Louisiana
$9.84M
4
TC
TAP Consulting
Missouri
$4.58M
5
AWM
AE Wealth Management
Kansas
$19.6M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$2.21M
2
CCG
Capital CS Group
California
$0
3
APC
Aspire Private Capital
North Carolina
$12.7M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.64M
5
CA
Cetera Advisors
Colorado
$2.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
26
Outlook Wealth Advisors
Texas
$1.9M -$63.2K -1,381 -3%
APW
27
Austin Private Wealth
Texas
$1.9M +$4.76K +104 +0.3%
GFPC
28
Global Financial Private Client
Florida
$1.88M +$629K +13,743 +50%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.87M +$1.87M +40,859 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.64M -$368K -8,033 -18%
KAS
31
Kestra Advisory Services
Texas
$1.62M -$281K -6,145 -15%
KFS
32
Kelly Financial Services
Massachusetts
$1.54M -$114K -2,500 -7%
AWS
33
Atria Wealth Solutions
New York
$1.43M +$51.9K +1,135 +4%
WFAG
34
Worth Financial Advisory Group
North Carolina
$1.3M +$90.9K +1,987 +7%
AC
35
Apella Capital
Connecticut
$1.3M -$4.88K -109 -0.4%
BWP
36
Balboa Wealth Partners
Arizona
$1.1M -$23.9K -523 -2%
C
37
Croban
Ohio
$975K +$975K +18,257 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$849K +$698K +15,261 +464%
ATC
39
Argent Trust Co
Tennessee
$833K -$143K -3,128 -15%
Citadel Advisors
40
Citadel Advisors
Florida
$776K +$47.8K +1,045 +7%
RWPA
41
Richard W. Paul & Associates
Michigan
$769K -$58.8K -1,284 -7%
AFG
42
Atomi Financial Group
New York
$719K +$177K +3,862 +33%
LFG
43
Lockerman Financial Group
California
$665K +$140K +3,060 +27%
ACP
44
Aveo Capital Partners
Colorado
$650K +$39.6K +866 +6%
FI
45
FWG Investments
Kentucky
$607K +$607K +13,276 New
SOS
46
Silver Oak Securities
Tennessee
$570K +$20.6K +451 +4%
SWM
47
Silverlake Wealth Management
Vermont
$556K -$3.43K -75 -0.6%
SPAS
48
Spectrum Planning & Advisory Services
California
$507K +$132K +2,884 +35%
CAN
49
Cetera Advisor Networks
California
$474K +$113K +2,471 +31%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$473K -$108K -2,359 -19%
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