We are live on ! Find out more
XLSR icon

State Street US Sector Rotation ETF
XLSR

92 hedge funds and large institutions have $595M invested in State Street US Sector Rotation ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 24

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

15% more capital invested

Capital invested by funds: $517M → $595M (+$77.8M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

3.78% more ownership

Funds ownership: 93.85% → 97.64% (+3.8%)

1% more funds holding

Funds holding: 91 → 92 (+1)

Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.32%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
9
Increased
52
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$15M
2
GM
GeoWealth Management
Illinois
+$11.4M
3
LPL Financial
LPL Financial
California
+$8.4M
4
SHJ
Sharkey, Howes & Javer
Colorado
+$7.21M
5
AWA
Authentikos Wealth Advisory
California
+$5.5M

Top Sellers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
-$1.2M
2
FIM
Freedom Investment Management
Connecticut
-$346K
3
UWM
USAdvisors Wealth Management
Minnesota
-$319K
4
MWM
Maripau Wealth Management
Indiana
-$260K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$254K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$3.5M +$31.6K +625 +0.9%
APW
27
Austin Private Wealth
Texas
$2.85M +$151K +2,989 +6%
LIG
28
Lokken Investment Group
Delaware
$2.7M -$3.58K -71 -0.1%
GFPC
29
Global Financial Private Client
Florida
$2.51M +$3.38K +67 +0.1%
WFAG
30
Worth Financial Advisory Group
North Carolina
$2.48M +$147K +2,909 +6%
OWA
31
Outlook Wealth Advisors
Texas
$2.08M +$51.3K +1,016 +3%
IPWA
32
International Private Wealth Advisors
California
$1.97M +$468K +9,276 +32%
KAS
33
Kestra Advisory Services
Texas
$1.63M -$68.8K -1,362 -4%
BWP
34
Balboa Wealth Partners
Arizona
$1.58M +$57.6K +1,140 +4%
KFS
35
Kelly Financial Services
Massachusetts
$1.57M +$49.3K +976 +3%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.53M -$191K -3,789 -11%
AC
37
Apella Capital
Connecticut
$1.46M -$27.3K -540 -2%
AWS
38
Atria Wealth Solutions
New York
$1.43M +$43.4K +860 +3%
IWM
39
Iams Wealth Management
Nebraska
$1.34M +$372K +7,357 +40%
HH
40
Hilltop Holdings
Texas
$1.23M +$1.2M +23,787 New
ACP
41
Aveo Capital Partners
Colorado
$1.2M +$182K +3,610 +18%
FI
42
FWG Investments
Kentucky
$938K +$78.6K +1,557 +9%
Citadel Advisors
43
Citadel Advisors
Florida
$915K +$39.2K +777 +5%
SPAS
44
Spectrum Planning & Advisory Services
California
$836K +$86.7K +1,717 +12%
ATC
45
Argent Trust Co
Tennessee
$772K -$50.6K -1,002 -6%
Wells Fargo
46
Wells Fargo
California
$743K +$251K +4,976 +53%
CAAS
47
Capital Asset Advisory Services
Michigan
$737K +$27.6K +546 +4%
LFG
48
Lockerman Financial Group
California
$729K -$3.79K -75 -0.5%
AFG
49
Atomi Financial Group
New York
$729K -$69.2K -1,371 -9%
RWPA
50
Richard W. Paul & Associates
Michigan
$722K -$31K -614 -4%
1
2
3 4

XLSR Hedge Fund Activity: Q3 2024 in Review

92 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street US Sector Rotation ETF (XLSR) for Q3 2024, worth a combined $595M — up 15% from $517M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XLSR positions and 8 closed out — a net gain of 1 holder — while 52 added to existing stakes and 24 trimmed.

The largest buyer was Envestnet Portfolio Solutions, adding an estimated $15M. The largest seller was Private Advisor Group, cutting an estimated $1.2M.

  • 92 institutional investors held State Street US Sector Rotation ETF (XLSR) as of Q3 2024, up from 91 in Q2 2024.
  • Funds reported $595M of State Street US Sector Rotation ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 9 funds opened new State Street US Sector Rotation ETF positions in Q3 2024 and 8 closed out, a net change of +1 holder.
  • The largest State Street US Sector Rotation ETF buyer in Q3 2024 was Envestnet Portfolio Solutions, an estimated $15M added.
  • The largest State Street US Sector Rotation ETF seller in Q3 2024 was Private Advisor Group, an estimated $1.2M sold.

Based on aggregated 13F filings for Q3 2024.